Thanks for adding the link to ManifestInvesting from the
Investments page. Saves me the trouble of maintaining a
separate dashboard at MI.com.

Any chance of getting the link to include the cash balance
from bivio in the MI.com dashboard?

-Jim Thomas

Jim Thomas writes:
> Thanks for adding the link to ManifestInvesting from the
> Investments page. Saves me the trouble of maintaining a
> separate dashboard at MI.com.

We're glad to hear this. ManifestInvesting did most of the work; we
just linked it. :-)

> Any chance of getting the link to include the cash balance
> from bivio in the MI.com dashboard?

We were struggling with providing more data than the list of stocks.
The problem is how much information do we divulge to 3rd parties when
someone clicks on a link. Perhaps we can make this a preference that
a club officer can set. The default would be to provide less info,
and you could set it to provide more. What do you think?

Rob

Hi Rob,

> We were struggling with providing more data than the list of stocks.
> The problem is how much information do we divulge to 3rd parties when
> someone clicks on a link. Perhaps we can make this a preference that
> a club officer can set. The default would be to provide less info,
> and you could set it to provide more. What do you think?

The Manifest link is on the Investments page, which is only accessible to
people registered to the site. That would make the issue of privacy mute,
unless Manifest is having to make the dashboard "public" in order to link it
to your site.

Then there's the issue of "what is cash?" I'd like the combined total of
our bank and broker account cash to be included. So count me in with Jim!

Lynn Ostrem, President
garbagecop@earthlink,net
Crow River Investment Club
www.bivio.com/crowriver

I was not familiar with ManifestInvesting until using the link from bivio.
Just to be clear, to use any of their services other than the Dashboard with
my club's stocks, I must subscribe for a fee? Any way to insert a stock not
in our portfolio into the dashboard?

Regarding info to 3rd party links: I like the idea of default to provide
less, individually opt to provide more. I appreciate that bivio is
sensitive to this issue.

Thank you, Carol Papke

>-----Original Message-----
>From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Rob
>Nagler
>Sent: Thursday, September 28, 2006 9:35 PM
>To: The Club Cafe
>Subject: Re: club_cafe: ManifestInvesting link on Investments page
>
>Jim Thomas writes:
>> Thanks for adding the link to ManifestInvesting from the
>> Investments page. Saves me the trouble of maintaining a
>> separate dashboard at MI.com.
>
>We're glad to hear this. ManifestInvesting did most of the work; we
>just linked it. :-)
>
>> Any chance of getting the link to include the cash balance
>> from bivio in the MI.com dashboard?
>
>We were struggling with providing more data than the list of stocks.
>The problem is how much information do we divulge to 3rd parties when
>someone clicks on a link. Perhaps we can make this a preference that
>a club officer can set. The default would be to provide less info,
>and you could set it to provide more. What do you think?
>
>Rob

Lynn Ostrem writes:
> The Manifest link is on the Investments page, which is only accessible to
> people registered to the site. That would make the issue of privacy mute,
> unless Manifest is having to make the dashboard "public" in order to link it
> to your site.

Not exactly. As noted by Carol, although the link contains all the
information we are giving to ManifestInvesting, it doesn't mean that
people know to look there to see if they are giving the information to
a third party site. Technically, we aren't divulging anything, but in
practice, we do have to protect our users' information from being
accidently divulged.

The logic is very similar to why we require you to enter a password on
the Allow Public access to your files. This is an explicit
acknowledgement by the user that they will be allowing public access,
even though that's the name of the option. Despite this very clear
warning and required acknowledgement, we've had clubs "accidently"
allowing public access.

The balance here is very difficult, but I hope you appreciate we are
looking out for your interests while providing easy access to great
resources like ManifestInvesting.

Rob

> I was not familiar with ManifestInvesting
> until using the link from bivio. Just to be
> clear, to use any of their services other than
> the Dashboard with my club's stocks, I must
> subscribe for a fee?

That's correct.

> Any way to insert a stock not in our portfolio
> into the dashboard?

Look in your browser at the URL generated by the link. It
contains all the ticker symbols and numbers of shares (the
later being optional). You could change the URL in your
browser to get the dashboard information for any tickers
followed by ManifestInvesting.

-Jim Thomas

Rob,

On the Investments page, clicking on either the
ManifestInvesting or Yahoo! links transmits to a third-party
web site the list of ticker symbols in the bivio protfolio
(by way of the generated URL). The ManifestInvesting link
also transmits the number fo shares (but MI.com doesnt'
require that you do so).

As I understand it, you're suggesting that by default only
tickers would be transmitted by a link like that which takes
you to another web site. Each club would have to configure
an optioin at bivio (perhaps under Administrative Tools) to
allow such links to transmit more that just the tickers
(e.g., number fo shares and/or cash).

Makes sense to me. I can see the value in doing it that
way.

-Jim Thomas

> We were struggling with providing more
> data than the list of stocks. The problem
> is how much information do we divulge to
> 3rd parties when someone clicks on a link.
> Perhaps we can make this a preference
> that a club officer can set. The default
> would be to provide less info, and you
> could set it to provide more. What do
> you think?

Jim Thomas writes:
> (by way of the generated URL). The ManifestInvesting link
> also transmits the number fo shares (but MI.com doesnt'
> require that you do so).

We'll probably make that optional. That was the original plan,
actually.

> As I understand it, you're suggesting that by default only
> tickers would be transmitted by a link like that which takes
> you to another web site. Each club would have to configure
> an optioin at bivio (perhaps under Administrative Tools) to
> allow such links to transmit more that just the tickers
> (e.g., number fo shares and/or cash).

Yes, that's the plan. I don't know if ManifestInvesting can handle
the cash yet on the link, but I'm sure they can add that.

Rob

>Not exactly. As noted by Carol, although the link contains all the
>information we are giving to ManifestInvesting, it doesn't mean that
>people know to look there to see if they are giving the information to
>a third party site. Technically, we aren't divulging anything, but in
>practice, we do have to protect our users' information from being
>accidently divulged.

Ron: I never knew the URL generated by links could contain private info
from the site you are linking from - pretty naïve on my part! I'm going to
pay closer attention to that from now on.

Jim: thanks for the tip on how to add tickers, worked like a charm.

Carol