Info on Valuation Statement

Henri Russell on

Is there any way to set the info on the Valuation Statement
to include purchase date. Our club members would like to
have the date of first purchase of the stocks (or valuation
since date) on the Valuation Report. It was in the old
accounting reports - and of course, no one likes
change....<grin>... As it is now, we have to flip from the
Valuation Report to the Performance report for the
information.

Just curious if there is some way to add this at some point.

Henri Russell
Common Wealth Investment Group

Rob Nagler on

Henri Russell writes:
> Is there any way to set the info on the Valuation Statement
> to include purchase date. Our club members would like to
> have the date of first purchase of the stocks (or valuation
> since date) on the Valuation Report. It was in the old
> accounting reports - and of course, no one likes
> change....<grin>... As it is now, we have to flip from the
> Valuation Report to the Performance report for the
> information.

At bivio, we try not to have too much overlap between reports. Also,
the "purchase date" can be misleading as there may be many purchase
dates.

Change is good in this case, imiho.

Cheers,
Rob

James Nixon on

unsubscribe

Regards

James (Jim) Nixon

South Coast Metro, Ca.

From: Rob Nagler <nagler@bivio.biz>
Reply-To: "The Club Cafe" <club_cafe@bivio.com>
To: "The Club Cafe" <club_cafe@bivio.com>
Subject: Re: club_cafe: Info on Valuation Statement
Date: Wed, 13 Jun 2007 13:26:24 -0600
>Henri Russell writes:
> > Is there any way to set the info on the Valuation Statement
> > to include purchase date. Our club members would like to
> > have the date of first purchase of the stocks (or valuation
> > since date) on the Valuation Report. It was in the old
> > accounting reports - and of course, no one likes
> > change....<grin>... As it is now, we have to flip from the
> > Valuation Report to the Performance report for the
> > information.
>
>At bivio, we try not to have too much overlap between reports. Also,
>the "purchase date" can be misleading as there may be many purchase
>dates.
>
>Change is good in this case, imiho.
>
>Cheers,
>Rob

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