I would like to be able to calculate the return on
investment for our club. Does anyone know the formula or
have a spreadsheet they use to calculate their own returns.
Something doesn't seem right to me on the Bivio calculation
for our club but I do not know what numbers are included in
the calculation and how the math is done to get to the
return % that is reported. I am thinking there may be
"pre-Bivio" transactions that might not be included. If so,
I would like to be able to include them and come up with an
accurate rate of return for our club.

Sharon Pepper writes:
> I would like to be able to calculate the return on
> investment for our club. Does anyone know the formula or
> have a spreadsheet they use to calculate their own returns.
> Something doesn't seem right to me on the Bivio calculation
> for our club but I do not know what numbers are included in
> the calculation and how the math is done to get to the
> return % that is reported. I am thinking there may be
> "pre-Bivio" transactions that might not be included. If so,
> I would like to be able to include them and come up with an
> accurate rate of return for our club.

You can learn more about bivio's return rate computation on the help
page for the Investment Performance Report:

http://www.bivio.com/hp/investment-performance-report.html

To see what data we've included, you can drill down on the Investment
Performance Report.

Rob