Something every member of an investment club wants to know is this;A What will the price of our stock be in the future? This article caught my eye because I too have a son who picked GoPro in a virtual portfolio contest.A He actually did ...
Hi Everyone, As we've mentioned before,A your ClubID is part of a club email address that you can use to easily have discussions with everyone in your group.A Some of you may not make use of itA because you think you have to login to ...
There's a new club in town! Please join us in welcoming Da Demo as our new bivio demo club! Da Demo will be sharing their stories and accounting entries with you so that you'll have examples to refer to when you are making entries for ...
Hello All, Just in time for your weekend investment club stock studies! I thought you might find it useful to be able to go to the Ticker Research page directly for each of the companies you have on your watchlist.A I've updated the spreadsheet and ...
Will BIVIO handle the spin off of CDK from ADP or should I do it manually to adjust cost basis of each plus the sale of a fractional share? Thinking about the details involved makes my mind hurt but want to start on it need ...
a€‹ Congratulations to Mark Robertson of Manifest Investing on becoming a new grandpa last night! Word is that he hasn't convinced the family to name the baby Mark yet so any and all suggestions are still welcome. Laurie Frederiksen Invest with your friends! www.bivio.com Become ...
Hi Everyone, I thought it would be interesting to tap into some of your investment club experiences to develop some more information for those thinking of starting an investment club.A How would you answer this question? What characteristics do you think are valuable for a ...
How do you get the statement into Bivio? Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: Laurie Frederiksen Date:10/08/2014 2:10 PM (GMT-05:00) To: The Club Cafe Subject: [club_cafe] Saving Monthly Statements Do any of your investment clubs have this ...
The Center for Audit Quality has just released their annual Survey measuring retail investor confidence in the US capital markets. 2014 Main Street Investor Survey Interestingly enough, with markets at a high, confidence has reached an all time high.A They specifically addressed the risk tolerance ...
Good Morning, To add to our discussion of saving brokerage statements each month,A I've made this short video that shows you how to upload files to your investment club file storage area.A It also shows you how to delete files from that area. Adding and ...
Do any of your investment clubs have this issue? I am used to getting paper copies of brokerage statements and keeping them in a filing cabinet.A I keep forgetting that in todays world of electronic statements rather than paper ones,A it's probably still a good ...
I'm a member of a new club that has just been formed. We have set up our brokerage account at Fidelity. Several of our members also have personal accounts at Fidelity. They are interested in making regular club payments from their personal Fidelity account to ...
As nature prepares to close her books for the season, it's a good time for you to work on getting a head start on your investment club taxes. While you're watching that Saturday afternoon football game or baseball playoff on TV, spend a little time ...
We are planning to reimburse one of our club members by writing a check against our brokerage account. What is the proper way to do this in Bivio? Do we just enter it using the Expense transaction against our brokerage account? Or is it similar ...