Our club uses TD Ameritrade as our broker and we use Bivio's automatic posting system. This system works great except for the posting of our money market interest. We have to manually enter that information monthly. Do others have this problem or is it just ...
My club is currentlly in the process of revising and reframing our stock evaluation sheet. We rejected the SSG of NAIC a long time ago - the ladies just couldn't get the hang of it. Our current form (that we put together ourselves) relies too ...
In a message dated 8/10/2006 1:08:33 P.M. Eastern Standard Time, fourgirls1234@bivio.com writes: When we receive dividends, how do I know if they are Qualified Dividends or just Dividends. Also, a company paid us a dividend that is tax exempt according to our broker of more ...
When we receive dividends, how do I know if they are Qualified Dividends or just Dividends. Also, a company paid us a dividend that is tax exempt according to our broker of more shares of stock rather than money. How do I record this in ...
We have one member who wants to leave our club on Dec. 31, 2006. Instead of selling off stock, we would like to buy her out and divide her percentage among some or all of the members. How do we do this?
We are a 7 year old club, ten members. It looks like we will be loseing a member so I want to try to get a jump start on things to make this transaction as smooth for him and the club. When a members leaves ...
We've been talking about how easy bivio is for some time now. Well, we've come up with a concept to make bivio even easier. This is a pre-announcement of a product we are working on called The One Minute Treasurer(tm). It will allow you to ...
Dear All, I am new to here. Nice to meet you all! Is this accounting system only limited to track US stocks and options? If our club trade leverage foreign exchange, spot gold / silver, etc., we can't input our transactions in Bivio, is it ...
In a message dated 6/24/2006 5:47:11 P.M. Eastern Standard Time, rbw111@bivio.com writes: We have a unqiue investment club --strictly very close friends. In our Partnership agreeement we stated that if a member pasted away their investment would be transferred equally among the other members. Of ...
In a message dated 6/26/2006 8:09:47 A.M. Eastern Standard Time, rbw111@bivio.com writes: IraS1@aol.com wrote: > In a message dated 6/24/2006 5:47:11 P.M. Eastern Standard Time, > rbw111@bivio.com writes: > We have > a unqiue investment club --strictly very close > friends. In our Partnership > ...
We have a unqiue investment club --strictly very close friends. In our Partnership agreeement we stated that if a member pasted away their investment would be transferred equally among the other members. Of course when we wrote that rule we never dreamed one of us ...
New features with this release: - Share your portfolio with friends ( or your club members) - Share your portfolio with everyone. - Share a specific Stock Analysis with anyone. Send a link by e-mail. Post it to a Message board. Here is a link ...