I know you can go back and compare end of month's valuation reports with the end of month statements of the broker. We have our club's meeting on the third Saturday of the month. Is there any way to see the bivio valuation report on ...
HELP.. have done well the past few months and already dreading the tax man in 08. What can I do to off set some of the gains in 07. For example, our club meets monthly at a local resturant to discuss stocks.. Would the dinner ...
I am a new treasurer and our club has sub. We are with Scottrad. Will broker transaction be sent to our Bivio account automatically or do I need to activate tranfer action? What broker fees are not automatically posted that require my action? Thank You ...
Hello, Does anyone know how I should enter several qty adj up entries on my TD Ameritrade statement? For example: MO/Altria group inc qty adj up from 60.57850 qty = .0005 to give a new total of 60.5790 at $0.00 cost. Should this get entered ...
Question about Bivio email. I am club Treasurer and also the Administrator of the website. I set up my account as Administrator, and I just found out that I don't get Officer emails. Is there something obvious here that I am not thinking about? How ...
Lynn, When you look at your response, you actually agreed with everything Kathlene wrote except that you told her how to do it. You are advertising for new members in everything you said. You just said how you advertise. By having them come to three ...
I viewed the new TD Ameritrade website this morning and found several changes to our account. Transactions to our account include several "Mandatory Rounding" entries and a $.07 addition to our account balance. My question regarding these changes is obvious: Will AccountSync detect and correctly ...
In a message dated 5/9/2007 10:09:20 A.M. Eastern Daylight Time, acklages@bivio.com writes: In our club members pay dues semi-annually. All members contribute the same amount so their portfolio values should all be the same When a new member joins, he pays an amount equal to ...
In a message dated 5/13/2007 9:06:53 A.M. Eastern Daylight Time, eupdike@bivio.com writes: To answers some of the questions. Our group is moving money around. Some of our long term investments (GLW - held for 5 years, SCRX) and our short term (AAPL, MA, IBM) have ...
We discovered a problem with our email support system that may have prevented some emails from getting through over the past couple of weeks. If you haven't heard back from support@bivio.com in one business day, please email your request again. We apologize for any inconvenience ...
In a message dated 5/10/2007 10:08:02 P.M. Eastern Daylight Time, hows@bivio.com writes: In the members performance reports area, how can the annualized rate of return for all members be less than the annualized rate of return of any of the individual members? The annualized rate ...
In the members performance reports area, how can the annualized rate of return for all members be less than the annualized rate of return of any of the individual members?
Being new to bivio.com and not that well versed in accounting activity generally, I have a query regarding the calculation of individual member tax basis in the member status report. A comparsion of this data in bivio.com vs. club Accounting 3.1 shows diffeences for virtually ...
Our club would like to attact a few new members. One of our members has suggested that we advertise for members and then perform interviews before inviting a prospect to join. What are some of the drawbacks to this approach?