Exporting Data From PortfolioCenter
Extend your ability to access and analyze PortfolioCenter data. These documents help you create custom reports, answer questions about the accounts you manage, and use the data with third party vendors.
- Using the Export Wizard
- The PortfolioCenter Export Wizard provides many flexible exports you can use to analyze data. This section gives you general information about all available wizards as well as several practical examples you can use to enhance your use of PortfolioCenter data.
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Introduction to PortfolioCenter Export Wizard [pdf]
Access Portfolio Data with Export Wizard [SOLUTIONS webcast]
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- Export Wizard in Practice
- In this section you'll find practical examples of using the Export Wizard you can implement in your office.
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Finding Trade Lots with Missing Cost Basis [pdf]
Realized Gain/Loss Analysis [pdf]
Evaluating a Security Fit Across Your Client Base [pdf]
Evaluating IRA Account Holder Ages and Calculating Required Minimum Distribution (RMD) Amounts [pdf]
- Third Party Exports
- You may use a third party application that accepts PortfolioCenter data. This section gives you the information you need to successfully export data into the correct format for each third party.
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Exporting PortfolioCenter Data for Morningstar Principia Pro [pdf]