We have been unable to find free historical market closing prices for Cal Bay International, Inc. We have tried the CBYI web site, Yahoo, WRSN.com, Valueline, and Pink Sheets. Does anyone have any suggestions for us? Thank you. Candace/rmhic bivio club
Newly joined bivio club - winwin Please use us as a reference - Thank you ! I made use of Bivio's tax prep last year. I was very pleased. Bivio keeps trying to please its users !!! It is very very responsive. My current suggestions ...
I have input our brokerage info for AccountSync. Does this update automatically (i.e. in the middle of the night), or is there some place that we can click on to update our files?
Our club is just starting out as well and would appreciate anyone who uses us as a referral. We will be using another club's id as well to help out as well. Thanks, Aenzi Investments club id: aenzi
Our club just started in November. Anyone who is able to refer our club "junior" would be greatly appreciated! Thanks, Brunette Investment Club club id=junior
Our club is new to this site since mid-November. We like the site so far but I am concern about the month end total value not match the broker statement. I had e-mail to the tech support but it does not help to solve the ...
Our club has investments in two publicly traded partnerships, would I record the K-1 income/(loss) items somehow in bivio, or just stick to the distributions and stock valuation? Thanks
Ever since our club started using Account Sync, we've got accounting errors because our brokerage account (TD Waterhouse) first deposits dividends and then in a separate transaction, reinvests them. Apparently Account Sync cannot handle this, so everytime we get a dividend paid, it records it ...
Ever since our club started using Account Sync, we've got accounting errors because our brokerage account (TD Waterhouse) first deposits dividends and then in a separate transaction, reinvests them. Apparently Account Sync cannot handle this, so everytime we get a dividend paid, it records it ...
Nice article on investment clubs at Barron's Online. Here's the link, but you need a subscription: http://interactive.wsj.com/archive/retrieve.cgi?id=SB1007772769463962800.djm Here's the bit about bivio: Bivio.com takes a different approach to the same problem -- helping investment clubs get up and running and maintain their books. The site ...
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 ...