We would appreciate anyone who would list us as a reference when they sign up for bivio club_id: lakshmi BTW, we are 11 members strong in the NY/NJ metro area and have been in existence since 10/99 Ira Smilovitz Lakshmi Investments, LLC
I recently signed up for AccountSync. I haven't seen any of my Buy and Hold Transactions being updated as of yet. How can I be sure that my AccountSync is set up properly. Brian Fisher BSF Investment Club
How about assigning numbers to the messages. That way it would be a lot easier to refer someone to a particular message for a particular answer Cheers, Ilze
Is there anyway to get a report that shows your portfolio value using the same days market or closing prices? The valuation report uses the previous days prices and you have to wait until the next day to get an updated value. If not, it ...
Glad you added E-Trade, it may just be the convincer for our club to stay on board as a paying member. We now have to weigh whether the subscription price displaces what we already paid for the NAIC club acctg software. BTW, when will an ...
We added E*TRADE support to AccountSync. The complete list of AccountSync brokers is now: Ameritrade, BUYandHOLD, CSFBdirect, Charles Schwab, E*TRADE, and TD Waterhouse. Cheers, Rob Nagler CTO bivio Inc.
As a relatively new club treasurer I was wondering if any could give me a sample form that could be used for club members to designate a beneficiary or at least advise as to what should be included. Does the NAIC offer and sample forms? ...
Why don't we all post our Club Name and Location, and how many members and how old the club is. I think it would be awsome to know that there might be a Investment Club in your area and who knows maybe it might be ...
Just curious, wonder what most clubs do at the moment buy and hold, or buy and sell on spikes? Our club, which has been around for 4 years, recently adopted a new strategy which incorporates a little of both the buy and hold, and buy ...
I would like to thank Bivio for the great job they have done with this web site. I think it's far easier to use than what the NAIC has to offer, easier to enter data and easier to manuver from one area to the next. ...
Our NAIC Investment Club is six years old and we are reviewing our procedures for taking in new members. In general we would be grateful for feedback from several other club members who could share with us how they have successfully brought in new members. ...
We've added a new spreadsheet feature - we hope you like it as much as we do. On just about every bivio page that contains a table, you'll find a "spreadsheet" button. Click on it to download the table in spreadsheet format. The format is ...
Ion wrote: > He's not online today, but I'm sure he'll send you a note tomorrow. It was a fun weekend. I didn't touch a keyboard for over 48 hours. Played with family, saw Harry Potter, baked some bread, and in traditional Boulder style had ...