Club history

Linda TerHaar on

Our club owns several stocks that we purchased, sold, and
subsequently purchased again some years later. We have
observed that the Annualized Internal Rate of Return (AIRR)
in the Investment Performance Report appears to be based on
our original purchase, not the purchase of the shares we own
now. The report is thus less useful to us than we would like
it to be.
Is there a way to change our records in bivio so that the
Investment Performance Report's AIRR is based on current
holdings, not historical holdings?

Laurie Frederiksen on

Dear Linda,

Yes. You can adjust the time frame on that report. Just adjust the starting date to one that is just prior to the repurchase date.

Laurie Frederiksen
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On Thu, Aug 16, 2012 at 12:19 PM, Linda TerHaar <terhaar@gmail.com> wrote:

Our club owns several stocks that we purchased, sold, and
subsequently purchased again some years later. We have
observed that the Annualized Internal Rate of Return (AIRR)
in the Investment Performance Report appears to be based on
our original purchase, not the purchase of the shares we own
now. The report is thus less useful to us than we would like
it to be.
Is there a way to change our records in bivio so that the
Investment Performance Report's AIRR is based on current
holdings, not historical holdings?

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