File Organization for an Investment Club
We are in the process of reorganizing our folders and files in Bivio for our model investment club.
Our current file structure has become somewhat unwieldy over the years, with too many folders. We have a members-only folder with subfolders. Since we are a model club, we also have a public folder with numerous subfolders.
If you have a file structure on Bivio that works well for your club, could you reply with a screenshot or a list of your primary folders and subfolders?
Thanks in advance.
Ty H.
Model Investment Club of Northern Virginia
D.C. Chapter
Our current file structure has become somewhat unwieldy over the years, with too many folders. We have a members-only folder with subfolders. Since we are a model club, we also have a public folder with numerous subfolders.
If you have a file structure on Bivio that works well for your club, could you reply with a screenshot or a list of your primary folders and subfolders?
Thanks in advance.
Ty H.
Model Investment Club of Northern Virginia
D.C. Chapter
Here's how we do it
If you want more info, please reach out to me @:
tabruck@ameritech.net
Tim
On Thursday, September 12, 2024 at 04:56:03 PM EDT, James A. Hughes via bivio.com <user*3139700001@bivio.com> wrote:
We are in the process of reorganizing our folders and files in Bivio for our model investment club.
Our current file structure has become somewhat unwieldy over the years, with too many folders. We have a members-only folder with subfolders. Since we are a model club, we also have a public folder with numerous subfolders.
If you have a file structure on Bivio that works well for your club, could you reply with a screenshot or a list of your primary folders and subfolders?
Thanks in advance.
Ty H.
Model Investment Club of Northern Virginia
D.C. Chapter
Our current file structure has become somewhat unwieldy over the years, with too many folders. We have a members-only folder with subfolders. Since we are a model club, we also have a public folder with numerous subfolders.
If you have a file structure on Bivio that works well for your club, could you reply with a screenshot or a list of your primary folders and subfolders?
Thanks in advance.
Ty H.
Model Investment Club of Northern Virginia
D.C. Chapter
Here is our file architecture
Cheers
Mitch
Table of Content of Communication Files
02 Organizational Documents:
a. Bylaws
b. Partnership Agreement
c. Operating Procedures
d. Member Roster
03 Meeting Documents
a. Monthly Minutes
04 Financial Reports
a. Account Statements
b. Tax Statements
05 Quarterly/Annual Report Schedules
06 Club Portfolio
a. Current Quarterly Report (PERT)
b. Current Value line
c. Current SSG
07 Watch List
a. Previously presented Stocks for future consideration
08 Stock Studies Monthly Presentations
09 Education
a. Industry Pretax Profit
b. Annual Rate of Return
c. Annual Report Quick Check
d. Estimated Low Price
10 Template
a. One-Page Quick Analysis
b. Qwik Check Annual Report
c. First Cut
d. Model Club Stock Study Report
11 Archives
a. First Cut Form with Disclaimer
b. Iclub documents
c. Template for Pert/AU Schedule
d. Old Rosters
12 How To Basic
a. How to download SSG to website
b. Reimbursement form
c. FAQ
d. Preparing for monthly meetings
e. Stock Study committee responsibility
On Sep 12, 2024, at 6:05 PM, Timothy Bruck via bivio.com <user*36168000001@bivio.com> wrote:<1726189317542blob.jpg>Here's how we do it<1726189317542blob.jpg>If you want more info, please reach out to me @:tabruck@ameritech.netTimOn Thursday, September 12, 2024 at 04:56:03 PM EDT, James A. Hughes via bivio.com <user*3139700001@bivio.com> wrote:We are in the process of reorganizing our folders and files in Bivio for our model investment club.
Our current file structure has become somewhat unwieldy over the years, with too many folders. We have a members-only folder with subfolders. Since we are a model club, we also have a public folder with numerous subfolders.
If you have a file structure on Bivio that works well for your club, could you reply with a screenshot or a list of your primary folders and subfolders?
Thanks in advance.
Ty H.
Model Investment Club of Northern Virginia
D.C. Chapter