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How to handle stock transaction OK, in another thread I talked about Dynacq. Now NASDAQ has added an 'E' to the stock symbol, moving it from DYII to DYIIE. That stock is traded, but how do I change the stock symbol in bivio so that it pulls the current info? ... Robert Smyk 2 messages
Benchmark Performance Report Maybe it has been there for awhile, but I just noticed the benchmark performance report that allows you to compare your club's performance to a list of mutual funds over a selected time period. If you're like me and hadn't seen it, check it out, ... Garrett Call 1 message
Benchmark Performance Report Maybe it has been there for awhile, but I just noticed the benchmark performance report that allows you to compare your club's performance to a list of mutual funds over a selected time period. If you're like me and hadn't seen it, check it out, ... Garrett Call 1 message
Bivio bucks referral Hi everyone, Our club would appreciate any new clubs that may be joining bivio to use our club as a referral. Thank you in advance! Our club ID: suncoast All of us at Sun Coast Investments wishing you a safe & prosperous New Year! Sun ... Brandon 1 message
Zacks Rating On the Valuation Report I can obtain a Zacks rating. For PEP - rating is a 4 What is the range of this rating and what does it rate? Also shows analysrs buy/sell rating 1.9. This I understand puts it into the Buy Range Ray ... Ray Marchand 3 messages
club_cafe: Stock collapse I wouldn't hold this any longer than I needed to get the sell order processed. When an accounting firm resigns as auditor there's usually a good reason good for the accounting firm, bad for investors. On the other hand, there is no guarantee that it ... IraS1 1 message
Stock collapse Our club holds a stock, Dynacq Healthcare (DYII), that has been slowly getting negative news of late. This had been a darling find of ours having gone from our purchase price of $13 per share to nearly $26 in less than 3 months. At that ... Robert Smyk 3 messages
Stock collapse Our club holds a stock, Dynacq Healthcare (DYII), that has been slowly getting negative news of late. This had been a darling find of ours having gone from our purchase price of $13 per share to nearly $26 in less than 3 months. At that ... Robert Smyk 1 message
Data Base (DB) What DB is used when financial data is is accessed for stocks in portfolio? Noted that it is provided by Zack's but can not determine their source. To what extent is revised data elements for previous years revised? Thanks, Ray Marchand Ray Marchand 2 messages
Annualized IRR Have a few stocks whicvh do not show Annualized IRR. Is there a minimum period required for this value to be reasonable. Ray Marchand Ray Marchand 2 messages
NAIC Accounting VS Tax Codes I'm still using the NAIC 1.04 and BIVIO to do the year end clud taxes. Is there any problems with this? Is there any reason to update to newer vrsion of club accounting for tax purposes Jim Prescott 3 messages
messages Why am I getting duplicates of messages. Also, the last message subject was "Tax Fed" and there was no message. Que pasa? Charlotte Lindner 3 messages
Tax Fed Ray Marchand 1 message
Two members with same Email Address So far it seems that only user can receive an invite. Bivio will not recognise 2nd user. Have two examples of this in club Ray Marchand 3 messages
Unable to Register a Member Problem solved. Thanks for your input Ray Marchand Ray Marchand 1 message