The one thing that I miss about CA2 compared to Bivio is the portfolio performance graph. Any chance that Bivio will incorporate something like this in the future? Also, why can't the last 2 columns of the investment performance report be incorporated into the valuation ...
In a message dated 4/19/2007 5:27:02 P.M. Eastern Daylight Time, kargon@bivio.com writes: IraS1@aol.com wrote: > In a message dated 4/14/2007 10:43:09 A.M. Eastern Daylight Time, > benwoltz@bivio.com writes: > Our club > owns shares of SLM and Friday it was up big due to > ...
After the MO spin-off of KFT, we were supposed to receive cash in lieu of fractional shares in our TDA account. On April 2nd we received our shares of KFT, but it took a week (4-9-07) to get our cash for the fractional shares. Bivio ...
Hello, We have been a Bivio member for 4-5 years, and are up for renewal. Recently we received a notice saying Accountkeeper is discontinued, because Bivio "can't deliver the service you deserve at the price you have to pay". I was told the options were ...
I just noticed that the TD Ameritrade feed stopped updating my investment club's bivio account after 3/21/2007. I had to hand crank the activity from that date forward. Our account is under the TD Waterhouse system. I know that they were talking about consolidating the ...
Hi all, I'm trying to upload some new documents, and I forgot how to upload multiple files into a folder, at the same time. I can't find it in the help section. Does anyone remember? Thanks! Lynn O. www.bivio.com/crowriver
I have several questions I could not find directly in search, so if someone could answer, that would be greatly appreciated: I notice that profits can be taken based on percentages, but what is a good way to determine what profits to take? Are profits ...
In a message dated 4/14/2007 10:43:09 A.M. Eastern Daylight Time, benwoltz@bivio.com writes: Our club owns shares of SLM and Friday it was up big due to reports that it will be bought by private equity firm. What does that mean for SLM shareholders if that ...
Our club owns shares of SLM and Friday it was up big due to reports that it will be bought by private equity firm. What does that mean for SLM shareholders if that were to happen? Would SLM continue to trade on the public market? ...
In a message dated 4/12/2007 12:00:57 P.M. Eastern Daylight Time, garbagecop@earthlink.net writes: Let's say you owe a departing member $384 dollars. ABC Company shares are currently trading at $30/share. That would equate to 12.8 shares. To be safe, I would transfer 11 shares, then wait ...
Being new to bivio.com and not that well versed in accounting activity generally, I have a query regarding the calculation of individual member tax basis in the member status report. A comparsion of this data in bivio.com vs. club Accounting 3.1 shows diffeences for virtually ...
Does Bivio Automatically calculate the wash sale or do you have to manually change the cost basis which would the change what you bought the original stock for?