Is there a good program for a personal account that does
what Bivio does for our club account? I would like to get
the same kind of reports for my personal portfolio. I
suppose I could set up an Excel spreadsheet, but I was
looking for something ready made.

On 3/6/08, Dan Richmond wrote:
> Is there a good program for a personal account that does
> what Bivio does for our club account? I would like to get
> the same kind of reports for my personal portfolio. I
> suppose I could set up an Excel spreadsheet, but I was
> looking for something ready made.

You can use bivio for this purpose. Some people do this,
including me. It makes it a breeze to generate your Schedule D.

You can give the referral to your club to save $50:

http://www.bivio.com/hm/bucks.html

Cheers,
Rob

Dan Richmond wrote:
> Is there a good program for a personal account that does
> what Bivio does for our club account? I would like to get
> the same kind of reports for my personal portfolio. I
> suppose I could set up an Excel spreadsheet, but I was
> looking for something ready made.

You could try"" Gainskeeper.com"" TDAmeritrade supplies
this program for free. I hope you get this message?

omaopaheinz@yahoo.com