What is another single source other than Value Line that our Club could use to enter the necessary information to complete a SSG. Thank you to whoever can help.
Recently we accepted a new member. She was added to our bivio account when her capital contribution was deposited into our group account, but was never invested. Within 30 days, she decided that she'd made a mistake and submitted her resignation - which the club ...
I am attempting to Edit Opening Balances for my club. I used 1/1/09 as the switch over date. I entered my stocks and when I move forward I have - The acquisition date may not be greater than the accounting switch over date. When I ...
It appears that bivio is not syncing the correct tax lot selections from the sale of shares, resulting in a major disparity between the capital gains report in bivio, and the capital gains report from our brokerage website on etrade. As a result, this has ...
We have a member who wants to remain a member without withdrawing any money but also without making monthly contributions. Our club seems willing to do this but is it possible within the bounds of the bivio accounting. If we just leave her as an ...
Hi Everyone, Just to let you know, Mark Robertson has now joined us on the bivio home page with his new feature and forum for discussion entitled expected returns. His first column, "Successful Long Term Investing" is now posted for you to read. bivio welcomes ...
I know I am supposed to be able to delete and re=enter a member withdrawal, but i cannot find the place to do this. I put 15 instead of 15% on the penalty fee and it didn'lt g ive me a chance to find the ...
We have received a class action check for $33.11 for UNUMProvident which I have deposited to our brokerage account. As we no longer hold UNUM, I believe I should assign it as LTCG, but cannot see how to identify the credit: none of account transfer, ...
CAH spun off CFN (CareFusion) a few days ago, which is reflected in my Ameritrade account. Anyone know why bivio hasn't recognized or posted this transaction yet?
My club owns Marvel Entertainment Inc (MVL) stock. Does anyone know how long it typically takes for us to receive the money and Disney stock from the sell or where I can get that information? John ABODI Investment Club
Our club "going for Baruch" has a -34.8% return for General electric stock. When I divide the the cost basis by the market value, I get 56%. I must be doing something wrong. Can you help?
Former Treasurer entered a member withdrawal on 7/12/09 which included a withdrawal fee and cash. This was recorded under the Name of the Member in Transactions. The valuation date was set correctly per our club partnership agreement. After the Member Withdrawal was executed in this ...
I was wondering how and if we needed to update the partnership agreement after a founding member was completely withdrawn from the club? We will also be having some new members enter the club this year, from reading so far we can take care of ...