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TDA / Bivio Synchronization
Rob, I read your response that Bivio enhances its software app to accept the changes of the brokers, but the balances still do not match. The rounding (I was told by on of your reps) is not the same as Ameritrade. Please advise us if ...
2 messages
CAH Seurities Litigation
Our club received notice of possible settlement in a case involving Cardinal Health--you know, the big thick legalese envelope. Anyway, it appears our club may qualify to participate in the award, small as it may be. Some of our club members are urging me to ...
2 messages
Investment club education
Hello everybody, I wanted to get some input in regards to the beginning educational learning of an investment club. I'm getting an investment club started with several friends and family members and I am pretty much the only one with general experience with investing and ...
4 messages
TDA / Bivio Synchronization
Rob, I read your response that Bivio enhances its software app to accept the changes of the brokers, but the balances still do not match. The rounding (I was told by on of your reps) is not the same as Ameritrade. Please advise us if ...
1 message
Bivio account and Etrade stmt don't match
I have trouble every month getting my Bivio account to match my E-Trade statement. I was able to change the stock quote used in the account valuation report (month end summary report) in the IClub accounting package, but don't know how to do this in ...
6 messages
TDAmeritrade/ Accountsync
On the TDA website is a note to users of quicken that some changes need to be made re the TDWaterhouse -Ameritrade merge of web sites this summer. I remember reading that bivio uses a quicken format to search for transactions. Do we need to ...
2 messages
Paid to Manage Club?
Does anyone know whether it is legal to get paid to manage a investment club? Thanks
3 messages
club_cafe: Paid to Manage Club?
In a message dated 10/9/2007 4:29:51 P.M. Eastern Daylight Time, tkelly1740@att.net writes: I get paid a percentage plus performance bonuses to manage the investments a club/partnership. I don't remember the exact numbers but it was something like 25 million or more than 100 people before ...
1 message
club_cafe: Paid to Manage Club?
In a message dated 10/9/2007 3:57:19 P.M. Eastern Daylight Time, u21828100001@bivio.com writes: Does anyone know whether it is legal to get paid to manage a investment club? What do you mean by "manage"? Do you mean "act as treasurer" or do you mean "manage the ...
1 message
club_cafe: Re: Hey Rip...
In a message dated 10/8/2007 8:08:19 P.M. Eastern Daylight Time, nagler@bivio.biz writes: larry r wilder writes: > I don't understand 5% a week is nothing why do you think 5% > a month is such a big deal?? 5%/month implies an AIRR of about 80%. ...
2 messages
Trader needed E-miniES,YM or Both
Hello, Traders of the E-mini ES,YM or Both. I'm in the development stage of a web-site that it's only reason for being will be to help all people that will be apart of it. I'LL open investment accounts to support this site. I will need ...
10 messages
The Only Performance Number You Need on Google Docs
The Only Performance Number You Need presentation is available on Google Docs: http://docs.google.com/Present?docid=dd6ss7st_35dcstfk&fs=true Cheers, Rob
1 message
The One Minute Treasurer on Google Docs
You can now view The One Minute Treasurer(tm) presentation online at Google Docs: http://docs.google.com/Present?docid=dd6ss7st_0cr48s4&fs=true One feature is missing in this format: notes. Google Docs doesn't support notes. Since Google Docs is probably driven my user feedback, please vote for Notes underneath Presentations on their suggestions ...
1 message
club_cafe: 400 Transactions Limit
In a message dated 10/4/2007 9:59:47 P.M. Eastern Daylight Time, beanfarmer64@bivio.com writes: Is there a transactions counter in bivio that we, as Treasurer or as a member, may review? If so, where is it located? If not, when will it be added? Click on Administration>Subscription. ...
1 message
400 Transactions Limit
Is there a transactions counter in bivio that we, as Treasurer or as a member, may review? If so, where is it located? If not, when will it be added?
1 message