I have a quick question for the techno group on this board. I put together a welcome screen for our club meetings. It covers our Valuation Date, Total Assets, NAV, current 52 week return, along with the S&P 500 Index and the Total Market Index. ...
Recently, I created two portfolios with the help of Rob. Here's my question: on one of my portfolio's balance sheet report, it shows 'unallocated earnings' when instead it should be booked into the capital account of a member. The portfolio is not associated with a ...
Hello: I am doing a test run with Bivio and Club Accounting Online. (My annual maint. fee for Club Accounting is coming due and I would like to see if these make life any easier). I have transferred one clubs books to both these services ...
We had a bad software release yesterday eve that stopped support mail from being delivered. If you sent an email to support in the last day, and haven't gotten an answer, please email it again. We apologize for this error and any inconvenience it may ...
Our club is a member of Better Investing. I believe we pay $40 a year. I think membership used to provide a lower price for CA and/or CA support. We've switched to bivio. (Yay!) The price for AccountSync appears to be the same whether our ...
In a message dated 7/5/2007 8:45:26 A.M. Pacific Daylight Time, mmurrell@bivio.com writes: I need some guidance on how to enter the CX Stock dividend. We owned 200 ADR shares that were eligable for the stock dividend. How do I determine the basis for the new ...
In a message dated 7/5/2007 4:31:41 P.M. Pacific Daylight Time, ileneca@bivio.com writes: Can an investment club be changed to a hedge fund in structure without any legal problems in the transition, or are there some legal requirements to do this? What are the requirements to ...
Can an investment club be changed to a hedge fund in structure without any legal problems in the transition, or are there some legal requirements to do this? What are the requirements to change if it's possible to do so? Thanks, Ilene
Don't you have access to the archived articles also? Plus the screens that are provided by Phil Keating and others? Danny Matthews > From: garbagecop@earthlink.net > > > The "individual standard membership" rate of $25 is > > only available to BI members who renew, ...
I posted here and contacted customer support with no response. Can someone please help me with Accountsync? It has not worked for the last 3 or 4 business days. Thanks, Tom Kelly.
I need some guidance on how to enter the CX Stock dividend. We owned 200 ADR shares that were eligable for the stock dividend. How do I determine the basis for the new stock?
Hello, Does any know if Bivio provides investment performance as a year-to-date calculation? Annualized IRR is ok, but it will only give you an accurate YTD if you run it at the end of the year. I guess I could calculate it manually using the ...