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Accounts/investment performance
Our club only shows the "money market account" and not the
brokerage one. Where do I see the
brokerage account with each investment's gain/loss to date?

Dear Joel,

You can see each investments gain/loss on a bivio Valuation report:

Valuation Report

Is that what you are looking for?

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Tue, Oct 14, 2014 at 11:07 AM, Joel Olander via bivio.com wrote:
Our club only shows the "money market account" and not the
brokerage one. Where do I see the
brokerage account with each investment's gain/loss to date?

Something for future consideration--- it would be nice if there was a separate valuation report that showed the changes in share amounts, price per share, gain/loss, cash, and unit value since the previous month (i.e. last day of each month). That is what our club is interested in seeing at our monthly meetings, and as treasurer I have to create a special spreadsheet for this layout.  I also add changes in benchmarks for the month which include S&P 500, DJIA, and Nasdaq.  It takes me a couple of hours to create and check each month.


From: "Laurie Frederiksen" <laurie@bivio.biz>
To: "The Club Cafe" <club_cafe@bivio.com>
Sent: Tuesday, October 14, 2014 11:16:09 AM
Subject: Re: [club_cafe] Accounts/investment performance

Dear Joel,

You can see each investments gain/loss on a bivio Valuation report:

Valuation Report

Is that what you are looking for?

Laurie Frederiksen
Invest with your friends!
www.bivio.com


Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+


Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe



On Tue, Oct 14, 2014 at 11:07 AM, Joel Olander via bivio.com  wrote:
Our club only shows the "money market account" and not the
brokerage one.  Where do I see the
brokerage account with each investment's gain/loss to date?


We do the same thing on an Excel spreadsheet so this would be nice to have.

John


On Tuesday, October 14, 2014 10:11 AM, "dennymccarthy@comcast.net" <dennymccarthy@comcast.net> wrote:


Something for future consideration--- it would be nice if there was a separate valuation report that showed the changes in share amounts, price per share, gain/loss, cash, and unit value since the previous month (i.e. last day of each month). That is what our club is interested in seeing at our monthly meetings, and as treasurer I have to create a special spreadsheet for this layout.  I also add changes in benchmarks for the month which include S&P 500, DJIA, and Nasdaq.  It takes me a couple of hours to create and check each month.


From: "Laurie Frederiksen" <laurie@bivio.biz>
To: "The Club Cafe" <club_cafe@bivio.com>
Sent: Tuesday, October 14, 2014 11:16:09 AM
Subject: Re: [club_cafe] Accounts/investment performance

Dear Joel,
You can see each investments gain/loss on a bivio Valuation report:
Is that what you are looking for?
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe


On Tue, Oct 14, 2014 at 11:07 AM, Joel Olander via bivio.com  wrote:
Our club only shows the "money market account" and not the
brokerage one.  Where do I see the
brokerage account with each investment's gain/loss to date?




I do an Excel spreadsheet each month with the change in price and value of each stock and the whole portfolio compared to the change in the S&P500 for the same period, which is from one meeting date to the next, for two investment clubs.  It would be wonderful if bivio could do that!
Lisa


From: "John Rice" <rice.j1969@att.net>
To: "club cafe" <club_cafe@bivio.com>
Sent: Tuesday, October 14, 2014 10:16:39 AM
Subject: Re: [club_cafe] Accounts/investment performance

We do the same thing on an Excel spreadsheet so this would be nice to have.

John


On Tuesday, October 14, 2014 10:11 AM, "dennymccarthy@comcast.net" <dennymccarthy@comcast.net> wrote:


Something for future consideration--- it would be nice if there was a separate valuation report that showed the changes in share amounts, price per share, gain/loss, cash, and unit value since the previous month (i.e. last day of each month). That is what our club is interested in seeing at our monthly meetings, and as treasurer I have to create a special spreadsheet for this layout.  I also add changes in benchmarks for the month which include S&P 500, DJIA, and Nasdaq.  It takes me a couple of hours to create and check each month.


From: "Laurie Frederiksen" <laurie@bivio.biz>
To: "The Club Cafe" <club_cafe@bivio.com>
Sent: Tuesday, October 14, 2014 11:16:09 AM
Subject: Re: [club_cafe] Accounts/investment performance

Dear Joel,
You can see each investments gain/loss on a bivio Valuation report:
Is that what you are looking for?
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe


On Tue, Oct 14, 2014 at 11:07 AM, Joel Olander via bivio.com  wrote:
Our club only shows the "money market account" and not the
brokerage one.  Where do I see the
brokerage account with each investment's gain/loss to date?





Thank you for your input everyone. If you know anything about doing web queries with excel, you can probably do what you are doing automatically. If you look at the URL when any of your reports are showing, you will see that the date parameters are passed there. That would allow you to automate getting the data from two different dates.

It is hard to make a report that will please everyone, that is why we offer the option to send any of our reports to a spreadsheet.

If you'd like to send a sample copy of the reports you generate here or to support@bivio.com, I'd be glad to take a look at them and see if I can make any suggestions for ways you could automate them.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe


As treasurer, I provided the following monthly report to our members which we all felt was useful and would be wonderful to be able to automate it:

Symbol, # Shares Owned, Most Recent Purchase Date, Avg. Cost/Share, Price/Share, Market Value, $ Gain, % Gain, 52-Week Range, PEG Ratio.

Judy

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of dennymccarthy@comcast.net
Sent: Tuesday, October 14, 2014 1:11 PM
To: club cafe
Subject: Re: [club_cafe] Accounts/investment performance

Something for future consideration--- it would be nice if there was a separate valuation report that showed the changes in share amounts, price per share, gain/loss, cash, and unit value since the previous month (i.e. last day of each month). That is what our club is interested in seeing at our monthly meetings, and as treasurer I have to create a special spreadsheet for this layout.  I also add changes in benchmarks for the month which include S&P 500, DJIA, and Nasdaq.  It takes me a couple of hours to create and check each month.


From: "Laurie Frederiksen" <laurie@bivio.biz>
To: "The Club Cafe" <club_cafe@bivio.com>
Sent: Tuesday, October 14, 2014 11:16:09 AM
Subject: Re: [club_cafe] Accounts/investment performance

Dear Joel,

You can see each investments gain/loss on a bivio Valuation report:

Valuation Report

Is that what you are looking for?

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe

On Tue, Oct 14, 2014 at 11:07 AM, Joel Olander via bivio.com  wrote:

Our club only shows the "money market account" and not the
brokerage one.  Where do I see the
brokerage account with each investment's gain/loss to date?

Are all of you also aware that you can pull up a Yahoo portfolio of your club holdings directly using the Yahoo button you'll find on the Accounting>Investments page?

You can customize those with many of the items you are looking for. If you open up a portfolio, you'll see a link labeled "Customize current view" that will let you add many of the parameters you have listed that you'd like to see.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Tue, Oct 14, 2014 at 1:38 PM, Judy Simonson wrote:

As treasurer, I provided the following monthly report to our members which we all felt was useful and would be wonderful to be able to automate it:

Symbol, # Shares Owned, Most Recent Purchase Date, Avg. Cost/Share, Price/Share, Market Value, $ Gain, % Gain, 52-Week Range, PEG Ratio.

Judy


Wonderous! but it didn't pick up # of shares, price paid, current market value, gain/loss....

On Tue, Oct 14, 2014 at 12:50 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Are all of you also aware that you can pull up a Yahoo portfolio of your club holdings directly using the Yahoo button you'll find on the Accounting>Investments page?

You can customize those with many of the items you are looking for. If you open up a portfolio, you'll see a link labeled "Customize current view" that will let you add many of the parameters you have listed that you'd like to see.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Tue, Oct 14, 2014 at 1:38 PM, Judy Simonson wrote:

As treasurer, I provided the following monthly report to our members which we all felt was useful and would be wonderful to be able to automate it:

Symbol, # Shares Owned, Most Recent Purchase Date, Avg. Cost/Share, Price/Share, Market Value, $ Gain, % Gain, 52-Week Range, PEG Ratio.

Judy



Awesome! I don't know how to do web queries in Excel so I always manually enter everything. Just now, within a couple of minutes I opened up a new workbook and created 3 worksheets: Beg, End and Difference. Downloaded the 2 specific valuations and copied & paste them onto the two worksheets. Then on the difference worksheet in the first cell of the data I subtracted Beg from End, extended it to the whole worksheet and every cell had the difference. It took me longer to wright this email than to do the worksheet. Now I just have to enter the benchmark and make it look nice. This will save me lots of time.

Thank you Laurie,
John


On Tuesday, October 14, 2014 10:50 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:


Are all of you also aware that you can pull up a Yahoo portfolio of your club holdings directly using the Yahoo button you'll find on the Accounting>Investments page?
You can customize those with many of the items you are looking for.  If you open up a portfolio, you'll see a link labeled "Customize current view" that will let you add many of the parameters you have listed that you'd like to see.
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe


On Tue, Oct 14, 2014 at 1:38 PM, Judy Simonson  wrote:

As treasurer, I provided the following monthly report to our members which we all felt was useful and would be wonderful to be able to automate it:
 
Symbol,  # Shares Owned, Most Recent Purchase Date, Avg. Cost/Share, Price/Share, Market Value, $ Gain, % Gain, 52-Week Range, PEG Ratio.
 
Judy



This is an awesome feature. Can each member customize his/her own Yahoo or does the bivio contact person make changes for the club that determine what everyone sees? (I'm "rolling this out" to my club's members next month and would like to be able to give them as many details as possible.)

Sue

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie Frederiksen
Sent: Tuesday, October 14, 2014 1:50 PM
To: The Club Cafe
Subject: Re: [club_cafe] Accounts/investment performance

Are all of you also aware that you can pull up a Yahoo portfolio of your club holdings directly using the Yahoo button you'll find on the Accounting>Investments page?

You can customize those with many of the items you are looking for.  If you open up a portfolio, you'll see a link labeled "Customize current view" that will let you add many of the parameters you have listed that you'd like to see.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe

On Tue, Oct 14, 2014 at 1:38 PM, Judy Simonson  wrote:

As treasurer, I provided the following monthly report to our members which we all felt was useful and would be wonderful to be able to automate it:

 

Symbol,  # Shares Owned, Most Recent Purchase Date, Avg. Cost/Share, Price/Share, Market Value, $ Gain, % Gain, 52-Week Range, PEG Ratio.

 

Judy

No virus found in this message.
Checked by AVG - www.avg.com
Version: 2014.0.4765 / Virus Database: 4040/8390 - Release Date: 10/14/14

Hi Sue,

Each member can pull up a Yahoo portfolio themselves. They can customize their own display in whatever way they'd like if they do it with their own Yahoo account.

Or, you can create a club yahoo account and share the login information so everyone could see a club version of whatever you'd like to see. They'd just need to be logged into that version when they selected the Yahoo button in bivio.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Wed, Oct 22, 2014 at 12:19 AM, Sue McClay wrote:

This is an awesome feature. Can each member customize his/her own Yahoo or does the bivio contact person make changes for the club that determine what everyone sees? (I'm "rolling this out" to my club's members next month and would like to be able to give them as many details as possible.)

Sue



On Tue, Oct 14, 2014 at 1:38 PM, Judy Simonson wrote:

As treasurer, I provided the following monthly report to our members which we all felt was useful and would be wonderful to be able to automate it:

Symbol, # Shares Owned, Most Recent Purchase Date, Avg. Cost/Share, Price/Share, Market Value, $ Gain, % Gain, 52-Week Range, PEG Ratio.

Judy

No virus found in this message.
Checked by AVG - www.avg.com
Version: 2014.0.4765 / Virus Database: 4040/8390 - Release Date: 10/14/14