Daily Portfolio Reminder
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Daily Portfolio Reminder We just had an interesting request from an investment club asking if they could have a daily email showing their portfolio holdings. We don't currently have a way to provide that for your club, but it did get me thinking. I thought perhaps some of you might be interested in this too. If I wanted to remind myself to check my club portfolio each day, I'd just have to put this link into the event description:There are many programs you may already be using such as calendar programs or task list programs that will send you email reminders. We do have a generic link that will take you directly to the investments page of whatever bivio club you are logged into. You could use it in a reminder email to click through and get to it quickly. I can set up an email reminder from my Google calendar. If I create an event on my calendar, I can make it a recurring event that happens every day. At the bottom of the page where I enter the event, I can choose to have it send me reminder emails. I usually set up to have it remind me a couple of hours in advance. https://www.bivio.com/my-club-site/accounting/investments Laurie Frederiksen
Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe I get my daily email of our club's portfolio holdings by setting up a watch list in Fidelity. The only thing is that it doesn't show the cost basis but it does provide the market value of the securities. If I log into Fidelity, I can go to the watch list and then see the cost basis. From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Thursday, September 12, 2013 12:47 PM Subject: [club_cafe] Daily Portfolio Reminder We just had an interesting request from an investment club asking if they could have a daily email showing their portfolio holdings. We don't currently have a way to provide that for your club, but it did get me thinking. I thought perhaps some of you might be interested in this too. If I wanted to remind myself to check my club portfolio each day, I'd just have to put this link into the event description:There are many programs you may already be using such as calendar programs or task list programs that will send you email reminders. We do have a generic link that will take you directly to the investments page of whatever bivio club you are logged into. You could use it in a reminder email to click through and get to it quickly. I can set up an email reminder from my Google calendar. If I create an event on my calendar, I can make it a recurring event that happens every day. At the bottom of the page where I enter the event, I can choose to have it send me reminder emails. I usually set up to have it remind me a couple of hours in advance. https://www.bivio.com/my-club-site/accounting/investments Laurie Frederiksen
Invest with your friends! http://www.bivio.com/ Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe At Yahoo! Finance / My Portfolios I have several portfolios, one of which is my club portfolio. Yahoo! Finance will display the portfolio at current value throughout the day whenever I log in. My column headings for the "Performance" display are: Symbol, Name, Shares, Price Paid, Price, Change, P/E, P/E Next Yr, Mkt Value, Holdings Gain, Annualized Gain, Chg 52-Wk High, % Chg from 52-Wk High, Div/Share, Yield -- chosen from an extensive list. Yahoo! is my email provider, and I don't know if that has anything to do with the Portfolio displays being available. I do have to log in to see them.
I use Yahoo portfolios, too. I don't think having email matters. But I prefer having my portfolio at SeekingAlpha.com because it sends me an update every morning, starting with the % change in all my stocks from the day before (in red and green - easy to spot problem areas). It also includes articles, alerts and announcements, all in one email.
I wouldn't look at my portfolio daily if I weren't trading options. And I don't think it's necessary to look at the club portfolio more than once a week since it's a rare day that we would ever make a trade in between meetings.
Laurie, if you figure out how to set this up on bivio, please don't forget the Opt Out button! <G> Lynn Ostrem
I also use Yahoo! Finance, but Yahoo is not my email provider. Just set up a free account with a password. I have 3 portfolios - Personal, Club, and Watch
Like Edgar I have edited the columns in the Performance display (several other displays available at the click of a tab) and agree with him that the choices are extensive. One other tab is Real Time, which is interesting during time market is open. On my Watch portfolio, I enter 1 share of stock and the price on the day I first started watching it. In future, I can see if it was a good or bad decision NOT to buy (on price alone). (sigh) My Watch list contains Tesla @ $29.58 on 8/21/12. Couldn't even justify using "Vegas" money to buy it then. Still can't. But someone is buying it at $164.
Yahoo very recently changed it's pages and it is not as easy to edit holdings or even look at multiple portfolios. Hopefully, if many people complain as I did, they will revert to previous procedure which was very easy.
Not an email reminder, but as easy to long onto as your email.
From: "Edgar Berners" <eberners76@sbcglobal.net> At Yahoo! Finance / My Portfolios I have several portfolios, one of which is my club portfolio. Yahoo! Finance will display the portfolio at current value throughout the day whenever I log in.
My column headings for the "Performance" display are:
Symbol, Name, Shares, Price Paid, Price, Change, P/E, P/E Next Yr, Mkt Value, Holdings Gain, Annualized Gain, Chg 52-Wk High, % Chg from 52-Wk High, Div/Share, Yield -- chosen from an extensive list.
Yahoo! is my email provider, and I don't know if that has anything to do with the Portfolio displays being available. I do have to log in to see them.
Bought Tesla @ 35.49 and couldn't be happier. John Rice From: "naicgal@comcast.net" <naicgal@comcast.net> To: club cafe <club_cafe@bivio.com> Sent: Thursday, September 12, 2013 3:19 PM Subject: Re: [club_cafe] Daily Portfolio Reminder I also use Yahoo! Finance, but Yahoo is not my email provider. Just set up a free account with a password.
I have 3 portfolios - Personal, Club, and Watch
Like Edgar I have edited the columns in the Performance display (several other displays available at the click of a tab) and agree with him that the choices are extensive. One other tab is Real Time, which is interesting during time market is open.
On my Watch portfolio, I enter 1 share of stock and the price on the day I first started watching it. In future, I can see if it was a good or bad decision NOT to buy (on price alone).
(sigh) My Watch list contains Tesla @ $29.58 on 8/21/12. Couldn't even justify using "Vegas" money to buy it then. Still can't. But someone is buying it at $164.
Yahoo very recently changed it's pages and it is not as easy to edit holdings or even look at multiple portfolios. Hopefully, if many people complain as I did, they will revert to previous procedure which was very easy.
Not an email reminder, but as easy to long onto as your email.
From: "Edgar Berners" <eberners76@sbcglobal.net>
To: "club cafe" <club_cafe@bivio.com> Sent: Thursday, September 12, 2013 2:34:10 PM Subject: Re: [club_cafe] Daily Portfolio Reminder At Yahoo! Finance / My Portfolios I have several portfolios, one of which is my club portfolio. Yahoo! Finance will display the portfolio at current value throughout the day whenever I log in.
My column headings for the "Performance" display are:
Symbol, Name, Shares, Price Paid, Price, Change, P/E, P/E Next Yr, Mkt Value, Holdings Gain, Annualized Gain, Chg 52-Wk High, % Chg from 52-Wk High, Div/Share, Yield -- chosen from an extensive list.
Yahoo! is my email provider, and I don't know if that has anything to do with the Portfolio displays being available. I do have to log in to see them.
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