As a new club, we are currently educating ourselves on the SSG using the Investors Toolkit. One area that we are struggling with is calculating future high and low prices. In setting up the calculation using Investors Toolkit, the task is to apply judgement to ...
When will we be able to import our version 2.0 .icd data files into bivio? iclubcentral.com is accepting the import in .icd form. Yes, I know that iclub and naic have a working relationship, whereas naic and bivio do not. Regardless, our club is used ...
Our club is moving along nicely for the last 2 years. But now we're facing more decisions about selling (vs. buying at the beginning). Are there any clubs out there who have formalized rules about selling stocks? How about guidelines? We're looking to maybe establish ...
Recently our club had to payout a withdrawing member ,our account on bivio now shows the member with no units in the club but yet under the column 'paid' a sum of money remains.Does this mean we still owe that member a sum of money?
I am looking to join a local investment club. Can anyone, please make any recommendations for people of places I should contact. I live in San Jose, CA and would be willing to travel locally to find and meet with one. Thanking you in advance.
I was encouraged to write pertaining to the support of Relief organizations. The home page for bivio had listed the Red Cross as kind of a main site to support yet the Salvation Army, if you follow its history by those that have received help ...
I have a EIN from the government, but my account at the bank and the broker account is STILL IN MY NAME. How do I get my SHAREBUILDER ACCOUNT IN THE NAME OF THE INVESTMENT CLUB?
Hello!!! My name is Mark R. Carey and I am President of the Profitmax Investor's Club in Conshohocken, Pa. I am proud to announce that memebers of my club have agreed to use a portion of our Cash On Hand funds to donate to the ...
Our club bought 100 MO in 1992 and sold it in 1995. Now, as part of the class action settlement, we have gotten a check for $120. Would we record this under Income as 'return of capital' ? If so, another problem is that these ...
I am putting information into Bivio site for our club's accounting. I have our membership roster in place. I would like to put their individual passwords in at this point. Please tell be how to do this at this point in setting up our site. ...
Our club began using stop limits shortly after some high P/E stocks ( Nokia ) tanked. Although we organized our club on a buy & hold forever philosophy, we voted in the change. Now ,to some extent ,it seems like we are trading. We have ...
Our club uses NAIC Accounting and Bivio as parallel programs. I entered the AWE exchange as a merger in both programs and got different numbers. How do I decide which one is right? I entered the same data in both programs. Janet Bergman SCWIC
Few bells and whistles, but defintely NOT WORTH the hefty $99 price tag. That you cannot export from it into bivio AND THIS IS NEVER MENTIONED ANYWHERE is just adding insult to injury. I have written an email to EasyWare to complain, but don't expect ...