This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
perhaps you could interface with an existing
reporting/graphing package, or supply pre-formatted Excel
spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
(such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
investment club's Federal Tax Return is nearly 300 pages
long, due to K-1 Form's increased number of pages. I
understand that you don't control the format of the tax
return, but other investment club software do offer
electronic filing)
Thanks,
Dan Lapp
Joan Rusden on
Dan,
Perhaps with new management, something will happen! All excellent suggestions.
This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
perhaps you could interface with an existing
reporting/graphing package, or supply pre-formatted Excel
spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
(such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
investment club's Federal Tax Return is nearly 300 pages
long, due to K-1 Form's increased number of pages. I
understand that you don't control the format of the tax
return, but other investment club software do offer
electronic filing)
Thanks,
Dan Lapp
Dan Cohn on
Joan and Dan,
Well my request is simpler get Schwab to link again with Bivio. We have NOT had one since April!
This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
perhaps you could interface with an existing
reporting/graphing package, or supply pre-formatted Excel
spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
(such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
investment club's Federal Tax Return is nearly 300 pages
long, due to K-1 Form's increased number of pages. I
understand that you don't control the format of the tax
return, but other investment club software do offer
electronic filing)
Thanks,
Dan Lapp
--
Dan Cohn 404 862 5640
Bob Mann on
Dan,
Your requested a new feature of
"Monthly report showing the dollar amount and percentage change of each stock (the single-most requested feature from our club's members for the last ten years)"
More specifics on this request are needed, such as $ and % change from when? last month? initial purchase? each purchase of that stock? And, why is this information wanted? If a club follows BetterInvesting guidelines then these aren't values used to determine sell or buy situations.
However, this is something easily done in Excel or Google Sheets and only requires minimal maintenance each month to keep updated.
Bob Mann
Lunch Money Investment Club
On 09/21/2022 10:12 AM Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:
Joan and Dan,
Well my request is simpler get Schwab to link again with Bivio. We have NOT had one since April!
This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
perhaps you could interface with an existing
reporting/graphing package, or supply pre-formatted Excel
spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
(such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
investment club's Federal Tax Return is nearly 300 pages
long, due to K-1 Form's increased number of pages. I
understand that you don't control the format of the tax
return, but other investment club software do offer
electronic filing)
Thanks,
Dan Lapp
--
Dan Cohn
404 862 5640
Stuart Weissman on
As long as we are updating our Bivio Wishlists, we store all of our SSGs, QRFs, meeting minutes, etc., in Bivio's files area. The interface to move the files into folders, or quite frankly, to perform any file maintenance is archaic, to say the least. Allowing FTP access or even to provide a simple way to be able to select more than one file at a time for deletion, or to be placed in a different folder would be extremely helpful.
Stu, Mad Loot Investment Club (going strong for 18 years now)
"Monthly report showing the dollar amount and percentage change of each stock (the single-most requested feature from our club's members for the last ten years)"
More specifics on this request are needed, such as $ and % change from when? last month? initial purchase? each purchase of that stock? And, why is this information wanted? If a club follows BetterInvesting guidelines then these aren't values used to determine sell or buy situations.
However, this is something easily done in Excel or Google Sheets and only requires minimal maintenance each month to keep updated.
This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
perhaps you could interface with an existing
reporting/graphing package, or supply pre-formatted Excel
spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
(such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
investment club's Federal Tax Return is nearly 300 pages
long, due to K-1 Form's increased number of pages. I
understand that you don't control the format of the tax
return, but other investment club software do offer
electronic filing)
Thanks,
Dan Lapp
--
Dan Cohn
404 862 5640
Edward Kennedy on
Before going to a lot of Bivio expense, consider what complementary alternatives clubs have.
On Yahoo finance at the start of the year, I enter our club portfolio with 12/31 prices.
I can then tell at a glance the YTD change and can see fundamentals like PE and yield, or a click away to detail on a holding.
I do the same on my family holdings and consolidate IRAs, trusts, spouses accounts.
This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
perhaps you could interface with an existing
reporting/graphing package, or supply pre-formatted Excel
spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
(such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
investment club's Federal Tax Return is nearly 300 pages
long, due to K-1 Form's increased number of pages. I
understand that you don't control the format of the tax
return, but other investment club software do offer
electronic filing)
Thanks,
Dan Lapp
Dan Lapp on
"What did the stock do last month?" can be an important signal of fundamental changes in the company, as well as being essential for technical analysis. It's a basic question that many club members ask and, IMHO should be included in investment
club software.
Club members use different metrics when evaluating stocks, and, of course, most members use other tools besides Bivio (such as Yahoo Finance, Google, Value Line, Manifest Investing, charting websites, and Excel).
Let's be honest: there's been almost no change in Bivio Software for over a decade (perhaps two decades), while other club platforms have added advanced capabilities. Just because a report or graph can be created elsewhere, isn't a reason why
it should not be incorporated into Bivio.
Dan Lapp
From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Bob Mann via bivio.com <user*12614800001@bivio.com> Sent: Wednesday, September 21, 2022 10:35 AM To: club_cafe@bivio.com <club_cafe@bivio.com> Subject: Re: [club_cafe] Annual request for Bivio to add features
Dan,
Your requested a new feature of
"Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)"
More specifics on this request are needed, such as $ and % change from when? last month? initial purchase? each purchase of that stock? And, why is this information wanted? If a club follows BetterInvesting
guidelines then these aren't values used to determine sell or buy situations.
However, this is something easily done in Excel or Google Sheets and only requires minimal maintenance each month to keep updated.
Bob Mann
Lunch Money Investment Club
On 09/21/2022 10:12 AM Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:
Joan and Dan,
Well my request is simpler get Schwab to link again with Bivio. We have NOT had one since April!
This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
perhaps you could interface with an existing
reporting/graphing package, or supply pre-formatted Excel
spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
(such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
investment club's Federal Tax Return is nearly 300 pages
long, due to K-1 Form's increased number of pages. I
understand that you don't control the format of the tax
return, but other investment club software do offer
electronic filing)
Thanks,
Dan Lapp
--
Dan Cohn
404 862 5640
SB on
I would only like to see the addition of E-file. Accounting and tax prep is what our group turns to bivio for. Reinventing the portfolio platform is a duplication of services offered elsewhere.
"What did the stock do last month?" can be an important signal of fundamental changes in the company, as well as being essential for technical analysis. It's a basic question that many club members ask and, IMHO should be included in investment
club software.
Club members use different metrics when evaluating stocks, and, of course, most members use other tools besides Bivio (such as Yahoo Finance, Google, Value Line, Manifest Investing, charting websites, and Excel).
Let's be honest: there's been almost no change in Bivio Software for over a decade (perhaps two decades), while other club platforms have added advanced capabilities. Just because a report or graph can be created elsewhere, isn't a reason why
it should not be incorporated into Bivio.
"Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)"
More specifics on this request are needed, such as $ and % change from when? last month? initial purchase? each purchase of that stock? And, why is this information wanted? If a club follows BetterInvesting
guidelines then these aren't values used to determine sell or buy situations.
However, this is something easily done in Excel or Google Sheets and only requires minimal maintenance each month to keep updated.
This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
perhaps you could interface with an existing
reporting/graphing package, or supply pre-formatted Excel
spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
(such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
investment club's Federal Tax Return is nearly 300 pages
long, due to K-1 Form's increased number of pages. I
understand that you don't control the format of the tax
return, but other investment club software do offer
electronic filing)
Thanks,
Dan Lapp
--
Dan Cohn
404 862 5640
Margaret Wentworth on
Our club has a Portfolio Tracking Sheet that is updated monthly that shows the cost per share, current price, percentage gain or loss, and dollar gain. We use red numbers to show items lower than previous month and green numbers for increases. Members can see changes quickly. We also use charts to track price changes. We usually sell stocks based on chart action. We sold many of our tech stocks ahead of the big decline when they showed weakness on their charts.
We value Bivio for record keeping and tax form generation. We don't see the need for additional services.
I would only like to see the addition of E-file. Accounting and tax prep is what our group turns to bivio for. Reinventing the portfolio platform is a duplication of services offered elsewhere.
"What did the stock do last month?" can be an important signal of fundamental changes in the company, as well as being essential for technical analysis. It's a basic question that many club members ask and, IMHO should be included in investment
club software.
Club members use different metrics when evaluating stocks, and, of course, most members use other tools besides Bivio (such as Yahoo Finance, Google, Value Line, Manifest Investing, charting websites, and Excel).
Let's be honest: there's been almost no change in Bivio Software for over a decade (perhaps two decades), while other club platforms have added advanced capabilities. Just because a report or graph can be created elsewhere, isn't a reason why
it should not be incorporated into Bivio.
"Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)"
More specifics on this request are needed, such as $ and % change from when? last month? initial purchase? each purchase of that stock? And, why is this information wanted? If a club follows BetterInvesting
guidelines then these aren't values used to determine sell or buy situations.
However, this is something easily done in Excel or Google Sheets and only requires minimal maintenance each month to keep updated.
This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
perhaps you could interface with an existing
reporting/graphing package, or supply pre-formatted Excel
spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
(such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
investment club's Federal Tax Return is nearly 300 pages
long, due to K-1 Form's increased number of pages. I
understand that you don't control the format of the tax
return, but other investment club software do offer
electronic filing)
Thanks,
Dan Lapp
--
Dan Cohn
404 862 5640
Mark Johnson on
I've gotta add, electronic filing would be my #1 wish, if we could have just one.
Our club has a Portfolio Tracking Sheet that is updated monthly that shows the cost per share, current price, percentage gain or loss, and dollar gain. We use red numbers to show items lower than previous month and green numbers for increases. Members can see changes quickly. We also use charts to track price changes. We usually sell stocks based on chart action. We sold many of our tech stocks ahead of the big decline when they showed weakness on their charts.
We value Bivio for record keeping and tax form generation. We don't see the need for additional services.
I would only like to see the addition of E-file. Accounting and tax prep is what our group turns to bivio for. Reinventing the portfolio platform is a duplication of services offered elsewhere.
"What did the stock do last month?" can be an important signal of fundamental changes in the company, as well as being essential for technical analysis. It's a basic question that many club members ask and, IMHO should be included in investment
club software.
Club members use different metrics when evaluating stocks, and, of course, most members use other tools besides Bivio (such as Yahoo Finance, Google, Value Line, Manifest Investing, charting websites, and Excel).
Let's be honest: there's been almost no change in Bivio Software for over a decade (perhaps two decades), while other club platforms have added advanced capabilities. Just because a report or graph can be created elsewhere, isn't a reason why
it should not be incorporated into Bivio.
"Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)"
More specifics on this request are needed, such as $ and % change from when? last month? initial purchase? each purchase of that stock? And, why is this information wanted? If a club follows BetterInvesting
guidelines then these aren't values used to determine sell or buy situations.
However, this is something easily done in Excel or Google Sheets and only requires minimal maintenance each month to keep updated.
This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
perhaps you could interface with an existing
reporting/graphing package, or supply pre-formatted Excel
spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
(such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
investment club's Federal Tax Return is nearly 300 pages
long, due to K-1 Form's increased number of pages. I
understand that you don't control the format of the tax
return, but other investment club software do offer
electronic filing)
Thanks,
Dan Lapp
--
Dan Cohn
404 862 5640
charlahurt on
I agree with Peg Wentworth, we value Bivio for record keeping and tax form generation. Electronic filing for taxes would be wonderful and the only addition we would like to see.
Charla Hurt, Freedom Financial Group, Oklahoma
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Mark Johnson via bivio.com Sent: Wednesday, September 21, 2022 11:25 AM To: club_cafe@bivio.com Subject: Re: [club_cafe] Annual request for Bivio to add features
I've gotta add, electronic filing would be my #1 wish, if we could have just one.
Our club has a Portfolio Tracking Sheet that is updated monthly that shows the cost per share, current price, percentage gain or loss, and dollar gain. We use red numbers to show items lower than previous month and green numbers for increases. Members can see changes quickly. We also use charts to track price changes. We usually sell stocks based on chart action. We sold many of our tech stocks ahead of the big decline when they showed weakness on their charts.
We value Bivio for record keeping and tax form generation. We don't see the need for additional services.
I would only like to see the addition of E-file. Accounting and tax prep is what our group turns to bivio for. Reinventing the portfolio platform is a duplication of services offered elsewhere.
"What did the stock do last month?" can be an important signal of fundamental changes in the company, as well as being essential for technical analysis. It's a basic question that many club members ask and, IMHO should be included in investment club software.
Club members use different metrics when evaluating stocks, and, of course, most members use other tools besides Bivio (such as Yahoo Finance, Google, Value Line, Manifest Investing, charting websites, and Excel).
Let's be honest: there's been almost no change in Bivio Software for over a decade (perhaps two decades), while other club platforms have added advanced capabilities. Just because a report or graph can be created elsewhere, isn't a reason why it should not be incorporated into Bivio.
"Monthly report showing the dollar amount and percentage change of each stock (the single-most requested feature from our club's members for the last ten years)"
More specifics on this request are needed, such as $ and % change from when? last month? initial purchase? each purchase of that stock? And, why is this information wanted? If a club follows BetterInvesting guidelines then these aren't values used to determine sell or buy situations.
However, this is something easily done in Excel or Google Sheets and only requires minimal maintenance each month to keep updated.
This is my annual request for Bivio to add features: - Monthly report showing the dollar amount and percentage change of each stock (the single-most requested feature from our club's members for the last ten years) - More detailed reporting with more options - Rather than invest in a whole new reporting system, perhaps you could interface with an existing reporting/graphing package, or supply pre-formatted Excel spreadsheets - Graphs, such as a line chart of club's Unit Value of time - Including more states in the tax preparation software (such as Massachusetts) - Electronic filing of tax returns (This year, my Florida investment club's Federal Tax Return is nearly 300 pages long, due to K-1 Form's increased number of pages. I understand that you don't control the format of the tax return, but other investment club software do offer electronic filing)
Thanks, Dan Lapp
--
Dan Cohn 404 862 5640
Justin Schell on
Hi all,
Thank you for your feature suggestions.
Part of what I'll be doing once I come on board in the next few weeks, in addition to regular software maintenance, will be to work on improving the platform. I'll certainly keep your input in mind.
I agree with Peg Wentworth, we value Bivio for record keeping and tax form generation. Electronic filing for taxes would be wonderful and the only addition we would like to see.
Our club has a Portfolio Tracking Sheet that is updated monthly that shows the cost per share, current price, percentage gain or loss, and dollar gain. We use red numbers to show items lower than previous month and green numbers for increases. Members can see changes quickly. We also use charts to track price changes. We usually sell stocks based on chart action. We sold many of our tech stocks ahead of the big decline when they showed weakness on their charts.
We value Bivio for record keeping and tax form generation. We don't see the need for additional services.
I would only like to see the addition of E-file. Accounting and tax prep is what our group turns to bivio for. Reinventing the portfolio platform is a duplication of services offered elsewhere.
"What did the stock do last month?" can be an important signal of fundamental changes in the company, as well as being essential for technical analysis. It's a basic question that many club members ask and, IMHO should be included in investment club software.
Club members use different metrics when evaluating stocks, and, of course, most members use other tools besides Bivio (such as Yahoo Finance, Google, Value Line, Manifest Investing, charting websites, and Excel).
Let's be honest: there's been almost no change in Bivio Software for over a decade (perhaps two decades), while other club platforms have added advanced capabilities. Just because a report or graph can be created elsewhere, isn't a reason why it should not be incorporated into Bivio.
"Monthly report showing the dollar amount and percentage change of each stock (the single-most requested feature from our club's members for the last ten years)"
More specifics on this request are needed, such as $ and % change from when? last month? initial purchase? each purchase of that stock? And, why is this information wanted? If a club follows BetterInvesting guidelines then these aren't values used to determine sell or buy situations.
However, this is something easily done in Excel or Google Sheets and only requires minimal maintenance each month to keep updated.
This is my annual request for Bivio to add features: - Monthly report showing the dollar amount and percentage change of each stock (the single-most requested feature from our club's members for the last ten years) - More detailed reporting with more options - Rather than invest in a whole new reporting system, perhaps you could interface with an existing reporting/graphing package, or supply pre-formatted Excel spreadsheets - Graphs, such as a line chart of club's Unit Value of time - Including more states in the tax preparation software (such as Massachusetts) - Electronic filing of tax returns (This year, my Florida investment club's Federal Tax Return is nearly 300 pages long, due to K-1 Form's increased number of pages. I understand that you don't control the format of the tax return, but other investment club software do offer electronic filing)
Thanks, Dan Lapp
--
Dan Cohn 404 862 5640
seamus flanagan on
Justin, fixing the account sync with Schwab & e-file are the big hitters...
On Wednesday, September 21, 2022, 11:40, Justin Schell <jschell@bivio.biz> wrote:
Hi all,
Thank you for your feature suggestions.
Part of what I'll be doing once I come on board in the next few weeks, in addition to regular software maintenance, will be to work on improving the platform. I'll certainly keep your input in mind.
I agree with Peg Wentworth, we value Bivio for record keeping and tax form generation. Electronic filing for taxes would be wonderful and the only addition we would like to see.
Our club has a Portfolio Tracking Sheet that is updated monthly that shows the cost per share, current price, percentage gain or loss, and dollar gain. We use red numbers to show items lower than previous month and green numbers for increases. Members can see changes quickly. We also use charts to track price changes. We usually sell stocks based on chart action. We sold many of our tech stocks ahead of the big decline when they showed weakness on their charts.
We value Bivio for record keeping and tax form generation. We don't see the need for additional services.
I would only like to see the addition of E-file. Accounting and tax prep is what our group turns to bivio for. Reinventing the portfolio platform is a duplication of services offered elsewhere.
"What did the stock do last month?" can be an important signal of fundamental changes in the company, as well as being essential for technical analysis. It's a basic question that many club members ask and, IMHO should be included in investment club software.
Club members use different metrics when evaluating stocks, and, of course, most members use other tools besides Bivio (such as Yahoo Finance, Google, Value Line, Manifest Investing, charting websites, and Excel).
Let's be honest: there's been almost no change in Bivio Software for over a decade (perhaps two decades), while other club platforms have added advanced capabilities. Just because a report or graph can be created elsewhere, isn't a reason why it should not be incorporated into Bivio.
"Monthly report showing the dollar amount and percentage change of each stock (the single-most requested feature from our club's members for the last ten years)"
More specifics on this request are needed, such as $ and % change from when? last month? initial purchase? each purchase of that stock? And, why is this information wanted? If a club follows BetterInvesting guidelines then these aren't values used to determine sell or buy situations.
However, this is something easily done in Excel or Google Sheets and only requires minimal maintenance each month to keep updated.
This is my annual request for Bivio to add features: - Monthly report showing the dollar amount and percentage change of each stock (the single-most requested feature from our club's members for the last ten years) - More detailed reporting with more options - Rather than invest in a whole new reporting system, perhaps you could interface with an existing reporting/graphing package, or supply pre-formatted Excel spreadsheets - Graphs, such as a line chart of club's Unit Value of time - Including more states in the tax preparation software (such as Massachusetts) - Electronic filing of tax returns (This year, my Florida investment club's Federal Tax Return is nearly 300 pages long, due to K-1 Form's increased number of pages. I understand that you don't control the format of the tax return, but other investment club software do offer electronic filing)
Thanks, Dan Lapp
--
Dan Cohn 404 862 5640
Kevin Gillogly on
Since we handing out suggestions I would go with online tax filing as number one.
Part of what I'll be doing once I come on board in the next few weeks, in addition to regular software maintenance, will be to work on improving the platform. I'll certainly keep your input in mind.
I agree with Peg Wentworth, we value Bivio for record keeping and tax form generation. Electronic filing for taxes would be wonderful and the only addition we would like to see.
Our club has a Portfolio Tracking Sheet that is updated monthly that shows the cost per share, current price, percentage gain or loss, and dollar gain. We use red numbers to show items lower than previous month and green numbers for increases. Members can see changes quickly. We also use charts to track price changes. We usually sell stocks based on chart action. We sold many of our tech stocks ahead of the big decline when they showed weakness on their charts.
We value Bivio for record keeping and tax form generation. We don't see the need for additional services.
I would only like to see the addition of E-file. Accounting and tax prep is what our group turns to bivio for. Reinventing the portfolio platform is a duplication of services offered elsewhere.
"What did the stock do last month?" can be an important signal of fundamental changes in the company, as well as being essential for technical analysis. It's a basic question that many club members ask and, IMHO should be included in investment club software.
Club members use different metrics when evaluating stocks, and, of course, most members use other tools besides Bivio (such as Yahoo Finance, Google, Value Line, Manifest Investing, charting websites, and Excel).
Let's be honest: there's been almost no change in Bivio Software for over a decade (perhaps two decades), while other club platforms have added advanced capabilities. Just because a report or graph can be created elsewhere, isn't a reason why it should not be incorporated into Bivio.
"Monthly report showing the dollar amount and percentage change of each stock (the single-most requested feature from our club's members for the last ten years)"
More specifics on this request are needed, such as $ and % change from when? last month? initial purchase? each purchase of that stock? And, why is this information wanted? If a club follows BetterInvesting guidelines then these aren't values used to determine sell or buy situations.
However, this is something easily done in Excel or Google Sheets and only requires minimal maintenance each month to keep updated.
This is my annual request for Bivio to add features: - Monthly report showing the dollar amount and percentage change of each stock (the single-most requested feature from our club's members for the last ten years) - More detailed reporting with more options - Rather than invest in a whole new reporting system, perhaps you could interface with an existing reporting/graphing package, or supply pre-formatted Excel spreadsheets - Graphs, such as a line chart of club's Unit Value of time - Including more states in the tax preparation software (such as Massachusetts) - Electronic filing of tax returns (This year, my Florida investment club's Federal Tax Return is nearly 300 pages long, due to K-1 Form's increased number of pages. I understand that you don't control the format of the tax return, but other investment club software do offer electronic filing)
Thanks, Dan Lapp
--
Dan Cohn 404 862 5640
John W Ranby Trustee PGM Cariboo Trust on
I also agree with Peggy. Keep bivio as simple as possible
doing accounting and tax prep.
The other functions are available from our Schwab account;
and I suspect every other major brokerage firm.