Hi all, The club I'm in has been doing some research into various online brokers. Currently we use Etrade which provides checking, but is rather costly at 19.99+ per trade. However in looking to switch, we've found there would be some problems as it seems ...
If a member joined a full year after the original members why is their airr higher? They own a lower % of the portfolio. Is this because stock purchased since their joining are doing better than the original stocks? How does this happen? Thank you.
Can the valuation date for converting member payments into club units be changed? In other words, If we have established a valuation date for our club as the first of the month; can we change this and make the valuation date the day the transaction ...
Right now you are boxed in by your partnership agreement and you must follow it or change it. I have a strong philosophical disagreement with your agreement. A club is not "entitled" to regular dues from its members. If a member contributes money s/he gets ...
Our Club formed in January '03. We started with Bivio in May, Lost a member in June, and bought our first stocks at the end of June. Our problem is this: We were entering member contributions for the time of Jan - June without having ...
Our partnership agreement says that delinquent dues and late fees are subtracted from the Withdrawal amount. Our club has a member who did not pay dues for the last two months prior to her withdrawal. Late fees on the unpaid dues are owed the club ...
I was just curious to where most clubs stand on buying in this bear market. Most of our 11 members still want to buy, but we do have a couple members that REALLY want to hold our money until the market turns around. I personally ...
I have a member who is now deceased and we withdrew his share from the club. When I click on Members he appeared but then I clicked the box so as not to show withdrawn members. However, he still appears on the Member Status report. ...
Our club is interested in running a stock market simulation to help foster learning investment techniques and strategies. Does anyone know of a web site that allows a club to set the parameters of a contest and then let members do their thing. We'd prefer ...
Hi folks, sorry for the inconvenience. I received this message from my internet provider. Links include complete info Paul Hello Paul and Joy, You found the file on your computer because it's a normal file built into Windows. jdbgmgr.exe is a hoax. See this page ...
Hello Rob The subject is still raising a question regarding your services. After contacting you, (along with another club member) we are semi happy to hear that we may enter option trades manually into the software. So far, your going to be getting $89.00 bucks ...
has bivio been enabled to account for short sales yet? Or perhaps options? Could you please give me a timeline as too when this is expected to be enabled? thanks, wes
We also want accounting for options. However, we will only use options transactions approved for IRA accounts. We are conservative. We started using covered calls in June of 1975. They reduce our risk. Why would you not account for something more conservative than outright stock ...
I have a couple of members in our family investment club who I would like to withdrawl from their account the amount of their club dues since they have not paid the fee by check. Can this be done with Bivio? Thanks Scott Gilbertson