Greetings fellow Bivio users!

I have seen a number of requests on the boards for a means
to graph your club’s daily NAV. I had a similar problem for
my club and created an automated utility to “fetch” this
data from Bivio and capture it in a very professional graph.
Unfortunately, the utility itself isn’t user-friendly enough
to offer to anyone directly, but I would be more than happy
to run the tool for you from my local machine.

I would love to offer this service for free; however, it
ties up my machine for a significant amount of time, and
there is some manual work required to prep the graphs. For
this reason, I am charging a nominal fee of $2.50/rolling
quarter (or partial quarter), with a minimum fee of $10.
For example, a graph from 12/15/2000-03/15/2002 would
encompass roughly 5 rolling quarters, and would cost $12.50
to generate.

Running the utility will require me to have access to a
valid username (or email address) and password capable of
accessing your club and generating the NAV report. I
realize that this may concern some folks, and can definitely
sympathize. If you have any concerns about security, please
back up your data prior to sending me your login info by
clicking “Administration-Tools-Export Club Data” from within
your club’s site, and change the password immediately after
you receive your report. CAUTION – do NOT post your login
information on this board! Email me directly with that
info!

If you have further questions or would like to see a sample
of one of my NAV graphs, please email me at
yhstokes@swbell.net. Requests to have NAV graphs generated
should include beginning and ending dates, as well as login
information. I accept payment via PayPal.com. Payments may
be sent to yhstokes@swbell.net.

Thanks!
Mike
yhstokes@swbell.net

One last note -

The NAV report includes a comparison w/ the S&P 500. In
other words, your graph will show 2 lines, one for your
port, and one for the index. Hope this helps!

Michael Stokes wrote:
> Greetings fellow Bivio users!
>
> I have seen a number of requests on the boards for a means
> to graph your club’s daily NAV. I had a similar problem for
> my club and created an automated utility to “fetch” this
> data from Bivio and capture it in a very professional graph.
> Unfortunately, the utility itself isn’t user-friendly enough
> to offer to anyone directly, but I would be more than happy
> to run the tool for you from my local machine.
>
> I would love to offer this service for free; however, it
> ties up my machine for a significant amount of time, and
> there is some manual work required to prep the graphs. For
> this reason, I am charging a nominal fee of $2.50/rolling
> quarter (or partial quarter), with a minimum fee of $10.
> For example, a graph from 12/15/2000-03/15/2002 would
> encompass roughly 5 rolling quarters, and would cost $12.50
> to generate.
>
> Running the utility will require me to have access to a
> valid username (or email address) and password capable of
> accessing your club and generating the NAV report. I
> realize that this may concern some folks, and can definitely
> sympathize. If you have any concerns about security, please
> back up your data prior to sending me your login info by
> clicking “Administration-Tools-Export Club Data” from within
> your club’s site, and change the password immediately after
> you receive your report. CAUTION – do NOT post your login
> information on this board! Email me directly with that
> info!
>
> If you have further questions or would like to see a sample
> of one of my NAV graphs, please email me at
> yhstokes@swbell.net. Requests to have NAV graphs generated
> should include beginning and ending dates, as well as login
> information. I accept payment via PayPal.com. Payments may
> be sent to yhstokes@swbell.net.
>
> Thanks!
> Mike
> yhstokes@swbell.net

Michael Stokes wrote:
> The NAV report includes a comparison w/ the
> S&P 500. In other words, your graph will show
> 2 lines, one for your port, and one for the
> index. Hope this helps!

I'm curious to know what sort of comparison
you're making with the S&P 500. If you
simply plot the value of the S&P 500 over
time for comparison with the club value, I
don't think that is particularly interesting or
useful.

On the other hand, if you model the value of
the cash investments in the club as if they had
been made in the S&P 500 and compare that
value over time with the actual club value,
I would find that a very interesting and useful
comparison.

-Jim Thomas

Good question. A divisor is applied to the S&P 500 value on
the 1st day of your graph. That same divisor is then
applied to each following day.

For example, if on day 1 of your graph your club's NAV was
10 and the index was at 1000, the divisor would be 100, and
the index would read on your graph as 10 (to match your club
NAV). Let's say that on day 2 the index rose to 1100.
Applying that same divisor, day 2 would read 11 on your
graph. It would still reflect a 10% gain, but it would be
priced relative your club's NAV.

I hope that helps. Send me an email @ yhstokes@swbell.net
if you'd like to see a sample graph to clarify.

Thanks!

Jim Thomas wrote:
> Michael Stokes wrote:
> > The NAV report includes a comparison w/ the
> > S&P 500. In other words, your graph will show
> > 2 lines, one for your port, and one for the
> > index. Hope this helps!
>
> I'm curious to know what sort of comparison
> you're making with the S&P 500. If you
> simply plot the value of the S&P 500 over
> time for comparison with the club value, I
> don't think that is particularly interesting or
> useful.
>
> On the other hand, if you model the value of
> the cash investments in the club as if they had
> been made in the S&P 500 and compare that
> value over time with the actual club value,
> I would find that a very interesting and useful
> comparison.
>
> -Jim Thomas

This is very cool---I make one for the members of my club every 2-3 months that goes back to when we first started (20 months ago). It's very easy IF you know what you're doing. I'm sure most people wouldn't have a clue how to do this! Good luck with this great idea!
 
 
Michael Stokes wrote:
> Greetings fellow Bivio users!
>
> I have seen a number of requests on the boards for a means
> to graph your club’s daily NAV. I had a similar problem for
> my club and created an automated utility to “fetch” this
> data from Bivio and capture it in a very professional graph.
> Unfortunately, the utility itself isn’t user-friendly enough
> to offer to anyone directly, but I would be more than happy
> to run the tool for you from my local machine.
>
> I would love to offer this service for free; however, it
> ties up my machine for a significant amount of time, and
> there is some manual work required to prep the graphs. For
> this reason, I am charging a nominal fee of $2.50/rolling
> quarter (or partial quarter), with a minimum fee of $10.
> For example, a graph from 12/15/2000-03/15/2002 would
> encompass roughly 5 rolling quarters, and would cost $12.50
> to generate.
>
> Running the utility will require me to have access to a
> valid username (or email address) and password capable of
> accessing your club and generating the NAV report. I
> realize that this may concern some folks, and can definitely
> sympathize. If you have any concerns about security, please
> back up your data prior to sending me your login info by
> clicking “Administration-Tools-Export Club Data” from within
> your club’s site, and change the password immediately after
> you receive your report. CAUTION – do NOT post your login
> information on this board! Email me directly with that
> info!
>
> If you have further questions or would like to see a sample
> of one of my NAV graphs, please email me at
> yhstokes@swbell.net. Requests to have NAV graphs generated
> should include beginning and ending dates, as well as login
> information. I accept payment via PayPal.com. Payments may
> be sent to yhstokes@swbell.net.
>
> Thanks!
> Mike
> yhstokes@swbell.net