Hello,

How to change the current price/share in the valuation
report?

Since the current price /share in the TD Ameritarde does not
agree with Bivio for the BRKB stock.

Thanks
Baskar

Shunmugam Baskar wrote:
> How to change the current price/share in the valuation
> report?
>
> Since the current price /share in the TD Ameritarde does not
> agree with Bivio for the BRKB stock.

For listed stocks, there isn't any way to change the
price/share in the valuation. You can only adjust the
prices for unlisted stocks.

A difference in the total market value between your broker
and bivio
is probably caused by a price discrepancy between your
broker's data
source and ours. A broker's total market value price is not
guaranteed to be "correct". It is not a "tradeable"
quantity. As far
as the broker is concerned, it has no tax consequences.

bivio's total market value does have tax
consequences--albeit a minor
one in most cases. We use a very high quality data source
for our
closing quotes. It's the same one that Yahoo! and many
other large
Internet sites use. A broker's closing price data source
does not
need to be nearly as accurate. Check the closing prices on
the date
in question and compare it with other data sources. You'll
find that
bivio agrees with most of them.

Eric Dobbs
bivio Inc.