Some bivions heard from: >C'mon, Mark. You must have a dashboard for the bivio Dozen by now, right? Yep. We'll keep a running tab at: http://www.manifestinvesting.com/dashboard/12218 We're thinking of updating this dozen stock study ideas on the Third Thursday of every month. The values shown ...
I am trying to set up Bivio for a club that has been in existence for a while. Our treasurer has used a custom system he designed using spreadsheets. We are using a switchovr date of January 1, 2009 and I am trying to figure ...
A couple of weeks ago we had two members that wanted a partial withdrawal. Both the same amount but what I have noticed now is that when I did the withdrawal I did not enter the correcet amount in the first box where it says ...
I have been reading in the Cafe about recommended options for clubs to handle a member withdrawal. I am a new treasurer. I've read several things and wonder if they are still true: 1. The best option is usually to transfer appreciated stock with unrealized ...
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?