Tool Bar - The tool bar allows you to modify the Investment Summary into a Printer Friendly format. Also, club officers are able to enter Investment Transactions related to both newly acquired or currently owned investments by clicking on the applicable transaction icon on the Tool Bar.

Investment Summary - Reports investments held by a club as of today's date. Selecting Show Inactive Investments at the bottom of the page will cause the report to display all securities that have ever been held by the club.

Name - The name of the investment or security as entered into the bivio database. Clicking on a specific security Name will cause the Investment Detail page for that specific security to open. The Investment Detail page allows the viewing of the transaction history of the selected investment and allows officers to enter transactions related to that specific investment.

Shares Held - The quantity of shares owned by the club as of today's date.

Valuation Date - The date that the valuation was last updated for this specific security. The updating of the valuation for most securities is automatic within bivio. Those investments that are not automatically updated by bivio are called Unlisted Investments. Valuations of Unlisted Investments must be updated manually buy an officer of the club.

Price per Share - The price per share of this security as of the last valuation.

Market Value - The current value of this security based on the last valuation.

Percent of Portfolio - This investment as a percentage of the total value of all the investments held by the club.