PortfolioCenter Standalone

This information is subject to change without notice.

The requirements are based on standard hardware configurations available from retailers as of March 31, 2006. If you are buying a new computer for PortfolioCenter, you are encouraged to investigate the latest hardware. These guidelines are for planning purposes only. Because many variables affect the performance of your system, Schwab Performance Technologies can assume no liability for hardware purchase decisions. Please consult your systems consultant for specific configuration decisions.

Program Components

The PortfolioCenter program has three components:

Configuration Setup

Standalone Configuration

In this configuration, all the program components are on the same computer. For detailed setup instructions, click here.

System Requirements

Processor 2.0 GHz or faster FAQ
Hard Drive Speed SCSI or better FAQ
Hard Drive Space PortfolioCenter Database Size x 10 FAQ
RAM 4 GB FAQ
Operating System Windows XP Professional SP2 or
Windows Server 2003 SP1 or higher

Note: PortfolioCenter does not work on a Windows Tablet PC		 FAQ
SQL Version SQL Server 2005 SP2 (Standard or Express) FAQ

Important

This information applies to PortfolioCenter 4.31 or earlier. For information about PortfolioCenter 4.40 or higher, click here.

Microsoft Vista Now Supported

PortfolioCenter 4.40, now available, is compatible with certain versions of Microsoft Vista. If you are running PortfolioCenter 4.31 or earlier and want to use Vista, you must upgrade.