If you're going to invest you're going to want to know how you're doing. bivio provides you with a powerful report that lets you compare your rate of return to the return you would have achieved if you had invested in almost anything else that you can find a ticker symbol for. We call this benchmarking.

For example, you can evaluate how investments in your group did compared to how you would have done if you'd made identical investments in the Vanguard Index 500 (VFINX). Or, you can benchmark against the Vanguard Total Stock Market Index (VTSMX) and compare your results to the market. You can even see how you're doing compared to Warren Buffet! It's easy to benchmark your club against Berkshire Hathaway (BRKB)

You don't have to do anything extra to produce benchmark reports. They're based on the same data you're entering each month anyway.

Here's an example: Performance Benchmark Report

Benchmarking is one of the unique features we're passionate about at bivio. If you don't have a way to measure accurately how you're doing, how can you get better at it?

Previous

Next