Hello All,

We would like to share a monthly performance report with the members. The report will have a beginning balance, ending balance, short-term/long-term profits/loss (totals), dividends received, options income (P/L), member additions/withdrawals - all in one report. This is a fairly standard report in an investment manager's kit. Anyone doing something similar and found an easy way to produce such a report? Thanks for sharing.

Ash

Hi,

My group examines end-of-month Bivio Treasurer Reports from the Accounting > Reports & Charts section:

1) Valuation; 2) Transactions; 3) Investment Lot Cost Basis

It would be of use to have a report with earnings dates for a portfolio. Is that possible somewhere - maybe on the ticker research page?

I would be interested in any consolidated reports to share with them. Thank you.

Colleen O'Reilly

oreillylacks@gmail.com

On Fri, Apr 3, 2026 at 3:55 AM Ashwini Aragam via bivio.com <user*42222700001@bivio.com> wrote:

Hello All,

We would like to share a monthly performance report with the members. The report will have a beginning balance, ending balance, short-term/long-term profits/loss (totals), dividends received, options income (P/L), member additions/withdrawals - all in one report. This is a fairly standard report in an investment manager's kit. Anyone doing something similar and found an easy way to produce such a report? Thanks for sharing.

Ash

We use similar reports on a monthly basis and also include benchmarks for YTD, 1Y, 3Y, 5Y, 10Y, and ITD.  We pull the benchmark figures from the "Performance Benchmark" report in Bivio, although that requires running the report and changing the period multiple times to come up with those figures, which we then put in a simple table.  It would be nice if the Bivio report could be modified to provide standard periods like that in one click. 

We have also been trying to develop a graph that would show performance against a benchmark over time as well - essentially a visual representation of what I detailed above.  Essentially I want to see whether we're gaining or losing ground to the selected benchmark over time - not just at those specific snapshot dates.  That's much easier to see on a graph where the lines are converging or diverging over time.  Given the data is already there in Bivio's performance benchmark report, and they've been introducing charts for several of the standard reports, might that be something we could suggest?  Could we add graphical charts to the existing performance benchmark report in Bivio?

Thanks,

George Kolb

Blue Chips & Salsa Investment Club (FL)