How do you add missing trades. Bivio tax audit shows large option trades missing

ira smilovitz on

Go to Accounting > investments. Click on the plus or minus icon (based on the opening transaction). Enter the ticker symbol for the underlying security and click call/put options. Find the exact option you need and select it. Complete the security buy or sell screen.

Ira Smilovitz

On Fri, Feb 27, 2026 at 12:56 PM Mehran Mikail via bivio.com <user*35669500001@bivio.com> wrote:

Auditing our club tax before filing, I noticed a discrepancy of over $20,000 on short term capital losses and upon further research, I see some option trades done in June-October 2024 for NVDA are all missing from Bivio records so somehow account sync hasn't picked them up.

How do you add the missing trades? Email to Bivio support has gone un-answered.

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