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A Treat for the Season

Happy Holidays!

Our programmers have just added a nice update to a very important bivio report. You can now see cost basis per share as well as total cost basis for each lot of any stocks you own on the:

Investment Lot Cost Basis Report

You might find this useful if you are thinking of doing some tax lot harvesting.

Don't forget, if you want your broker to select specific lots to sell, make sure you tell them prior to the sale. You can't change the lot selection afterward. Your capital gains and losses will be calculated separately for each lot sold.

Also, don't forget that if you tell them to use something other than FIFO (First In First Out), you'll need to edit the bivio sale entry and adjust the lot selection to whatever they used. Here's how:

Adjusting Lot Selection for a Sale

Enjoy!

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

Become our Facebook friend! www.facebook.com/bivio
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Thanks so much! I often find a few cents difference in cost basis between bivio and broker (Scottrade). I have attributed that to rounding error and haven't paid much attention to it.

On Wed, Dec 7, 2016 at 11:35 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Happy Holidays!

Our programmers have just added a nice update to a very important bivio report. You can now see cost basis per share as well as total cost basis for each lot of any stocks you own on the:

Investment Lot Cost Basis Report

You might find this useful if you are thinking of doing some tax lot harvesting.

Don't forget, if you want your broker to select specific lots to sell, make sure you tell them prior to the sale. You can't change the lot selection afterward. Your capital gains and losses will be calculated separately for each lot sold.

Also, don't forget that if you tell them to use something other than FIFO (First In First Out), you'll need to edit the bivio sale entry and adjust the lot selection to whatever they used. Here's how:

Adjusting Lot Selection for a Sale

Enjoy!

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

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

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


Bivio is the best!!

Thanks and best regards,

Leo Cardillo
Treasurer
711 Investment Club

On Wed, Dec 7, 2016 at 12:35 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Happy Holidays!

Our programmers have just added a nice update to a very important bivio report. You can now see cost basis per share as well as total cost basis for each lot of any stocks you own on the:

Investment Lot Cost Basis Report

You might find this useful if you are thinking of doing some tax lot harvesting.

Don't forget, if you want your broker to select specific lots to sell, make sure you tell them prior to the sale. You can't change the lot selection afterward. Your capital gains and losses will be calculated separately for each lot sold.

Also, don't forget that if you tell them to use something other than FIFO (First In First Out), you'll need to edit the bivio sale entry and adjust the lot selection to whatever they used. Here's how:

Adjusting Lot Selection for a Sale

Enjoy!

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

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

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