PortfolioCenter Standalone
This information is subject to change without notice.
The requirements are based on standard hardware configurations available from retailers as of July 31, 2007. 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:
- Database: Holds stored data
- Application: Processes data and report requests
- User interface: Allows user to submit data and report requests and displays the results
Configuration Setup
In this configuration, all the program components are on the same computer. For detailed setup instructions, click here.
System Requirements
| Processor | Intel Pentium Dual Core or better | FAQ |
| Hard Drive Type | Serial ATA or better | FAQ |
| Hard Drive Space | 20 GB | FAQ |
| RAM | 3 GB or better | FAQ |
| Operating System | Windows XP Professional SP2 Windows Vista (Home Premium, Business or Ultimate) Windows Server 2003 SP2 Windows Server 2008 Note: PortfolioCenter does not work on a Windows Tablet PC. For a full list of supported and non-supported operating systems, see Operating Systems. |
FAQ |
| SQL Version | SQL Server 2005 SP2 (Standard or Express) | FAQ |