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Dashboard Diagnostics with Mark Robertson
Mark Robertson has begun a new monthly series at bivio called Dashboard Diagnostics. He will be analyzing and discussing club portfolios. To request a public review of your club's portfolio, submit your story to Mark at expected_returns@bivio.com. Over the course of the coming year, he'll ...
2 messages
forgotten password
One of our club members has forgotten her password to get onto Bivio. How can she access the club's account again?
2 messages
Mission Statement
Does anyone have a club mission statement? I'd like to look at some of the wording to help us construct one for our family investment club. Thanks!
1 message
help
I listened to your audit seminar today and have a question. I became treasurer 1 1/2 years ago. At that time, a few of our stock shares didn't match exactly with the bivio stock shares. I was told by the outgoing treasurer that the small ...
2 messages
Member Tax Allocation
Would the Member Tax Allocation report give the amount of tax to report after the audit instead of waiting for the K-1 since that form isn't sent to the IRS anyhow? Carolyn Raftis MHB Investment Club
4 messages
bivio Bulletin
I'm a little confused about this bulletin It says below that there are free webinars this weekend (January 30 and 31st) to understand bivio taxes, but when I click the link it lists tac prep webinars in february.. Are these two differen webinars? If so, ...
2 messages
Missing Trailing Stop Loss
We placed a Trailing Stop, GTC, about 60 days ago on a stock with TD Ameritrade. When I checked our account, the Stop order was gone. I asked TD to investigate and was told that when a stock issues a dividend, TD "Administratively" cancels the ...
3 messages
Commission Adjustment
Our club received a commission adjustment of .54 cents from Scottrade. I am not sure how to Identify the credit? Thanks in advance for any help! Michael Healy B&H Investments
4 messages
charts in bivio
I was just looking at myiclub and it generates member ownership charts, portfolio performance charts. I don't see that from bivio. Does bivio create charts/graphs or only reports? Do you have plans to create charts? thanks, eTana, Stockettes Investment Club
4 messages
Money Market Capital Gains Distribution
We received $2.11 in capital gains on the money market portion of our brokerage account. How do I enter this. The income screen does not have a capital gains option and the investment income screen requires a ticker symbol and the available ticker of FPRXX ...
1 message
Possibility of disolving a partnership
Hi, We have had a General Partnership for just under 10 years. There is talk amongst the remaining members about dissolving the partnership and closing our Accounts with the bank and broker as well as with bivio. My question is, if our club dissolves in ...
2 messages
1040 K-1
A 1099 Misc is not issued if the income is less than $600.00. Is there a dollar cutoff for the Partnership K-1 form? Thanks Jay
2 messages
Annual Reports-Response to Andy
Andy: I have pasted below the response I provided in November to a similar question. I feel an annual report can be based on the data contained in the bivio reports, but should contain more analysis. I feel that it is my responsibility as treasurer ...
11 messages
Stock Bankruptcy
Our club owned Northfield Lab which is showing on our TD Ameritrade statement with a very small market value, yet the company filed for bankruptcy on 10/2/09. How should we handle this--especially as far as taxes in 2009 are concerned.
2 messages
club_cafe: Annual Reports
Andy Attached (I hope that the attachment will work on this site) is the cover and contents pages of our annual report. Note that the pages are Bivio reports. As I mentioned, some of our members are not too computer savvy and this report is ...
1 message