I do I go about contacting the person running the Avalanch Inv. Club. I have tried sending e-mails with no luck. I have tried making phone calls but the numbers I have do not work. Is there a way you can get in touch with ...
One thing missing from Bivio included in Club Accounting Online is a "watchlist" function. Basically, club members could add stocks to this watch list, specify the date, and then watch how they performed. The list included price as of date, current price, and percent increase ...
HOW DO I GO ABOUT DELETING MEMBERS THAT HAVE WITHDRAWN FROM THE LIST OR PORTFOLIO. THEY HAVE CASHED OUT LONG AGO AND I WOULD LIKE TO SLIM DOWN THE LIST WITHOUT ALL THE UNNECESSARY INFO THANKS LA MIG
How do I initiate Account Sync with our three month free trial. I have already given the name of our brokerage firm, the account number, our logon ID, and the password. Bivio's websight indicates all should have access to account sync with their free trial ...
We've been getting requests for explanations of the Annualized Internal Rate of Return (AIRR) calculation which we use for the Performance Benchmark Report and other performance reports. I've posted a talk we have given to the Club Cafe files area. It's title is The Only ...
In a message dated 2/12/2007 10:41:59 A.M. Eastern Standard Time, mmurrell@bivio.com writes: On another note does Bivio have a "suspense" account? Sure, if you create it. I've been using one for years. Ira Smilovitz
In a message dated 2/12/2007 11:20:00 A.M. Eastern Standard Time, mmurrell@bivio.com writes: Ira, Thanks for the reply. Could you give me some examples of when there is a need for the suspense account. I have been keeping club books with IClub for years. The only ...
We are using Bivio for the first time for the year '06 taxes. In K-1, line L - "Partner's share of profit, loss and capital" our beginning % is wrong. Members have equal ownership, beginning shows 1.69% but ending % for 05 was 3.6% as ...
In a message dated 2/11/2007 4:09:27 P.M. Eastern Standard Time, valworona@comcast.net writes: Val's new Question: I'm questioning your implication that beginning and ending percentages are to be ignored. In 06 we sold most loosing stocks and ended with LT loss of $21,750 for 06. Loss ...
New bivioan has questions regarding "Club Index" which appears on the bivio home page: * Does the "Current" listing indicate that there are 8,006 clubs currently active on the bivio roll? Is that number determined by the number of active clubs at the close of ...
Rob, in response to your comments regarding future plans to add more states to your list of returns, do you anticipate an additional increase in subscription price for the 2007 tax year? Or, will the additional state forms be included in the $99 subscription fee? ...
On the 1065 Form, page 2, under Schedule B, question 11. What distribution of property is being referred to? We had a member withdraw from our club in 2006 is that why the "Yes" box has been checked? Just trying to understand how this all ...
In a message dated 2/10/2007 4:52:28 P.M. Eastern Standard Time, treno@bivio.com writes: When attempting to generate 2007 K-1's it says they will be available in Early February. Now that we are approaching Mid February, is there any update on when the K-1's might be available? ...