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BULLETINS
• March 4, 2010
• February 4, 2010
• January 28, 2010
• December 8, 2009
• October 21, 2009
• September 25, 2009
• September 5, 2009
• August 19, 2009
• June 8, 2009
• June 1, 2009
• December 18, 2008
• December 21, 2006
• January 19, 2005
• December 12, 2004
• October 5, 2004
• January 28, 2003
• October 21, 2002
• July 21, 2002
• January 25, 2002
• December 15, 2001
• September 16, 2001
• August 12, 2001
• June 27, 2001
• April 16, 2001
• March 7, 2001
• January 28, 2001
• December 22, 2000
• December 4, 2000
• October 20, 2000
• September 15, 2000
• August 8, 2000
• July 12, 2000
• May 18, 2000
• February 29, 2000
• January 13, 2000
• December 12, 1999
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March 4, 2010 •
Birthday Contest Awards Ceremony, Tax and Getting Started Webinars.
February 4, 2010 •
New Look and Feel, 2009 Tax Release, Tax Time Support.
January 28, 2010 •
Audits, Taxes and bivio's Birthday. Any Excuse for a Party!
December 8, 2009 •
bivio turns 10! Birthday contest, new features, tax preperation webinar, and audit weekend.
October 21, 2009 •
Valuation Dates webinars
October 25 & 26.
September 25, 2009 •
Laurie Frederiksen promoted to Chief Operating Officer (COO).
Webinars September 27 & 30.
September 13, 2009 •
New Features: New column
Expected Returns
brought to you by
Manifest Investing.
September 5, 2009 •
Manifest Investing:
Mark Robertson has agreed to become a regular guest at our website. Webinars September 20 & October 18.
August 19, 2009 •
Club Expenses Webinars:
How to simplify your investment club expenses. Webinars August 23 & 26.
June 8, 2009 •
Getting Started Webinars:
Jim Thomas and Laurie Frederiksen giving webinars June 10 & 14.
June 1, 2009 •
BetterInvesting® strengthens partnership with bivio:
bivio goes to the BetterInvesting® National Convention. More Webinars.
December 18, 2008 •
Donate bivio Bucks:
Donate $25 to your BetterInvesting® chapter every time you refer a club to bivio.
Remember, taxes still FREE on bivio.
December 31, 2007 •
New Features: We've expanded AccountSync to
UBS Financial Services Inc.
November 18, 2007 •
New Features: Covestor is
new bivio partner.
Running balances added to Account Detail page.
August 18, 2007 •
New Features: We've expanded AccountSync to
ShareBuilder.
March 1, 2007 •
AccountKeeper™ service discontinued.
January 20, 2007 •
Year 2006 IRS and CA tax forms are available.
December 21, 2006 •
BetterInvesting: bivio and BetterInvesting have entered into a strategic alliance. BetterInvesting will market and support bivio services. bivio's Privacy Policy was updated.
December 17, 2006 •
Discontinued Services: Club Accounting and Half-Year have been discontinued. AccountSync™ includes these services and more. bivio is still the lowest-cost and highest-quality choice for investment club accounting and taxes.
June 6, 2006 •
New Features: We've expanded AccountSync to
Fidelity Investments.
February 1, 2005 •
New Computers: Most critical computers replaced for performance and reliability.
January 19, 2005 •
Portfolio Perspectives: Award winning author Bonnie Biafore writes Portfolio Perspectives column.
January 15, 2005 •
New Features: We've expanded AccountSync to
optionsXpress.
Year 2004 IRS tax forms are available.
January 9, 2005 •
Performance Enhancement: response should be many times faster.
December 12, 2004 •
Know Your Options: Long-time options trader and educator Mark Wolfinger writes Know Your Options column.
October 5, 2004 •
New Service: ActivePartnership™ is for active clubs and hedge funds that trade options or sell short.[learn more]
October 1, 2004 •
New Fee Schedule: AccountKeeper™ base price is now $395, and includes options and short sales. We have rationalized our service fees based on usage. All services have transaction limits. Most investment clubs fall well within these limits. Funds and clubs with high transaction volumes can subscribe to ActivePartnership™ or AccountKeeper™ and purchase increases to their transaction allowances.
January 18, 2004 •
New Features: Year 2003 IRS tax forms.
November 9, 2003 •
New Features: Performance Benchmark Report - compare your club's performance with a mutual fund.
October 26, 2003 •
New Features: Browse public club home pages.
October 1, 2003 •
New Features: Email forwared via a bivio alias to club members (User ID or Club ID) is now filtered for spam.
September 27, 2003 •
New Fee Schedule: AccountSync is now $99, and includes Club Accounting. Club Accounting on its own is $69 per year. We've increased the amount you can earn by referring other clubs to bivio to $50 bivio Bucks.
January 28, 2003 •
9,000th Club: Girls Making Cents club awarded lifetime AccountSync subscription
January 8, 2003 •
New Features: Year 2002 IRS partnership tax features are now available, including the form 1065, and K-1, D schedules.
December 22, 2002 •
New Features: First release of Getting Started, a guide to running your club efficiently using bivio.
December 1, 2002 •
In the News: bivio's top ten stocks held by investment clubs is highlighted in Kiplinger's.
October 21, 2002 •
It's our 4th birthday today!
July 20, 2002 •
New Features: We've removed all banner ads from bivio, and given our website a facelift.
July 2, 2002 •
New Features: You can keep short notes for each of your investments - look for the "notes" button on each row.
May 22, 2002 •
New Features: Messages sent by club members via bivio are filtered for viruses.
March 17, 2002 •
In the News: bivio is reviewed positively in Bloomberg Personal Finance.
February 10, 2002 •
New Features: We've expanded AccountSync to MyStockFund.
February 3, 2002 •
New Features: Print all your IRS tax forms with one click.
January 20, 2002 •
New Features: Year 2001 IRS partnership tax features are now available, including the form 1065, and K-1, D schedules.
December 15, 2001 •
Taxes Only: Subscribe to bivio during the tax season for only $19 per club.
December 7, 2001 •
In the News: Barron's calls bivio "A good idea, well-executed".
December 1, 2001 •
New Features: We've expanded AccountSync to E*TRADE accounts.
November 18, 2001 •
New Features: You'll find a spreadsheet button on most bivio pages - click on it to download tables in spreadsheet format, compatible with Excel.
November 18, 2001 •
Join the Club Cafe and receive all Cafe posts via your regular email.
November 4, 2001 •
New Fee Schedule: AccountSync is now only $89, and includes Club Accounting. Club Accounting on its own is $59 per year. bivio Bucks program launched.
September 16, 2001 •
New Features: Charitable Gifts are now supported - you'll find this new category when entering expenses.
August 2, 2001 •
New Features: The Member Contributions and Withdrawals report shows all member payments in a given year, grouped by month.
July 25, 2001 •
New Features: Enter dates more easily in accounting forms, with four digits, two digits, or none.
July 18, 2001 •
New Features: AccountSync now checks account cash balances and reports any differences.
June 22, 2001 •
New Features: Club officers receive daily AccountSync email reports showing all new transactions entered.
May 11, 2001 •
New Features: Multiple payments can be edited or deleted with one operation.
April 3, 2001 •
New Features: The most recent titles from our forums are now shown on the home page.
March 25, 2001 •
New Features: Club mail can be organized by thread; also control whether replies are sent to the author or the whole club.
March 18, 2001 •
New Features: We've expanded AccountSync to
Ameritrade and
HARRISdirect accounts.
March 14, 2001 •
In the News: Investment clubs sticking with bivio says The Daily Camera.
March 7, 2001 •
New Features: Launch of AccountSync for
Charles Schwab,
TD Waterhouse, and
BUYandHOLD accounts.
February 25, 2001 •
In the News: bivio is reviewed in The Wall Street Journal.
January 29, 2001 •
bivio's Club Index is the first scientific tool to measure investment clubs' ability to pick stocks.
January 17, 2001 •
bivio becomes a licensee of TRUSTe, demonstrating our commitment to your privacy.
January 7, 2001 •
New Features: Year 2000 IRS tax forms.
December 20, 2000 •
In the News: Online Investor Magazine picks bivio as one of "The Top 16 Sites of the Year 2000".
December 19, 2000 •
New Features: Launch of Premium Support and AccountKeeper.
December 18, 2000 •
In the News: Money Magazine calls bivio "the Net's best resource for investment clubs".
December 3, 2000 •
New Features: We welcome Zacks to bivio; we've added new preferences for investment and member lists.
November 22, 2000 •
In the News: bivio is featured in Black Enterprise.
November 19, 2000 •
New Features: Allocate expenses by percentage ownership or equally between members.
November 5, 2000 •
New Features: Track multiple accounts; label your accounts.
October 29, 2000 •
New Features: Categorize your expenses.
October 22, 2000 •
New Features: Message text in the compose form now wraps lines.
October 16, 2000 •
In the News: "Now investment clubs meet the Internet at bivio", Site of the Week in the New York Post.
October 15, 2000 •
New Features: Search your club messages, club files and bivio web pages; new Transaction History report.
October 8, 2000 •
New Features: bivio gets a new face; top club holdings; new Balance Sheet report.
October 1, 2000 •
New Features: View all transactions with the new Journal report; club officers can edit member email addresses.
September 17, 2000 •
In the News: bivio is "the cleanest and most straightforward site" in the The Boston Globe.
September 15, 2000 •
New Features: Shortcuts get you there faster; the Motley Fool launches a bivio message board.
August 27, 2000 •
In the News: bivio is the top rated (four star) site in Access Magazine.
August 11, 2000 •
New Features: Click on a heading to sort a list; click a second time to reverse the sort.
August 8, 2000 •
New Features: Join the bivio Affiliate Program and earn cash for every referral.
August 6, 2000 •
New Features: Edit transactions; user preferences for font size and list length.
July 18, 2000 •
In the News: bivio is on the front page of The New York Times business section.
July 13, 2000 •
In the News: Yahoo! FinanceVision interview with Ion Yadigaroglu, CEO.
July 11, 2000 •
In the News: bivio and BUYandHOLD.com sign co-marketing agreement.
July 9, 2000 •
New Features: Rename and relocate files and directories.
June 28, 2000 •
New Features: Public Club Sites™ allow clubs to run a public website and selectively publish mail messages; Investment and Member Performance reports; new look including improved paging.
June 22, 2000 •
In the News: Our CEO is on The Cutting Edge, CNNfn at 12:50 EDT.
May 17, 2000 •
New Features: Post messages directly from your Club Site; you can also reply to messages, and forward them to others.
May 10, 2000 •
New Features: Export your bivio club accounting and member data to disk as an XML document.
April 15, 2000 •
In the News: bivio is a WWW.Winner at Kiplinger's.
March 30, 2000 •
In the News: bivio is a USA TODAY's Hot Site.
March 28, 2000 •
In the News: bivio is a Blue-Chip Pick in Online Investor, "Web resources that tower over the rest."
March 25, 2000 •
New Features: IRS 1999 Tax Forms in beta: 1065, Schedule D, K-1s and more.
March 16, 2000 •
In the News: Barron's Online Web Site of the Week.
March 13, 2000 •
In the News: Computerworld.
March 6, 2000 •
In the News: bivio is profiled in The Daily Camera.
February 29, 2000 •
New Features: New reports for Capital Gains, Income Statement and Miscellaneous Income; Web documents in Files are now browsable.
February 25, 2000 •
New Features: bivio gets a new face - we've expanded and improved our home pages.
February 21, 2000 •
In the News: Club Adventures in the Denver area Rocky Mountain News.
February 10, 2000 •
New Features: Club Roster page gets a revamp, invitation process is improved.
February 7, 2000 •
In the News: bivio is a Winner at Smart Computing.
February 1, 2000 •
bivio joins the BSR - Business for Social Responsibility.
January 28, 2000 •
In the News: We're in the Denver Business Journal.
January 19, 2000 •
New Features: We've added forms for multiple member payments and fees.
January 13, 2000 •
New Features: Share files with your club members.
January 12, 2000 •
New Features: Trez Talk makes its debut.
January 10, 2000 •
In the News: Information Week picks bivio as their Site of the Week.
January 9, 2000 •
New Features: Keep your club contact info and Tax ID on bivio.
January 3, 2000 •
New Features: Ask Candis makes its debut.
December 31, 1999 •
In the News: We're on the cover of the Boulder Business Report.
December 23, 1999 •
New Features: Opening balance for new members and investments.
December 9, 1999 •
New Features: bivio Connect helps you find people to start a club with.
December 8, 1999 •
In the News: bivio launch Press Release.
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