3 problem symbols in PortfolioCenter

3 problem symbols in PortfolioCenter

Three Schwab money market symbols in PortfolioCenter have the same default symbol as three securities.  If you buy one of the funds, your trades may mistakenly appear as a cash transaction in the downloads. If you have been using PortfolioCenter since the pre-email...
Handling a stock split in PortfolioCenter

Handling a stock split in PortfolioCenter

Handling stock splits in PortfolioCenter is usually seamless — that is, you can usually post the downloaded transaction “as is.”  But sometimes split transactions require manual intervention.  Here’s what to check: Trade Date: Make sure the...