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Short sales
Any chance that the ability to enter short sales (without using the work around) will be available soon? We have been doing quite a bit of shorting and the members can not view the current holdings due to the inability to enter the positions until ...
2 messages
Unit valuation
I am trying to figure out how the total number of valuation units to date are calculated. We have a member withdrawing. One of our holdings is on the American Stock Exchange and is not updated with current valuations on bivio. I beleive I am ...
2 messages
Minutes of organization
Our club went to a bank to open our account and they have asked us for a minute of organization of. Can we download a form that we can use and if so any legal cause. Thank marcos from New york
2 messages
Minutes of organization
Our club went to a bank to open our account and they have asked us for a minute of organization of. Can we download a form that we can use and if so any legal cause. Thank marcos from New york
1 message
club_cafe: looking for new members
> > From: Ruth Lee <rlee35@bivio.com> > Date: 2004/05/20 Thu AM 10:23:27 EDT > To: club_cafe@bivio.com > Subject: club_cafe: looking for new members > > we are an established club in wi. 4 yrs old. looking for > addittional members either locally or remote. contact ...
2 messages
Announcing Stockfundas.com
Hi, We have created a site to perform SSG Analysis on-line. Please check it out www.stockfundas.com Thanks Rajiv rajiv.roy@stockfundas.com
1 message
Club Termination and Bivio Service
We will be terminating our club in June and distrubuting the money in late June or early July. I know I will need to file the tax reports in 2005 for this year. Since our subscription to Bivio expires on December 31, 2004, my question ...
2 messages
2003 limits for NJ Partnership Filing Fee
The following is of interest to NJ based investment clubs. The inflation adjusted limits for the NJ Partnership Filing Fee exemption for 2003 have been released. They are the lesser of $253,200 for total assets or $35,500/partner as of the end of the tax year. ...
1 message
club index
When are you going to update the club index, I have not seen changes for along time.
5 messages
club_cafe: MCI Emergence from Bankruptcy
In a message dated 4/28/2004 10:06:04 AM Eastern Standard Time, loutaormina@bivio.com writes: Just trying to find out what happens to the shares that our club currently owns. They are worth pennies and I don't want to sell them and incur the transaction costs. Better to ...
1 message
club_cafe: Number of units
>>Does anyone know if you are able to adjust the number of member units on Bivio. For some unknown reason, I am off 2.012877 shares. I can see where the error. I need to move the shares from one member to another and I can't ...
1 message
Number of units
Does anyone know if you are able to adjust the number of member units on Bivio. For some unknown reason, I am off 2.012877 shares. I can see where the error. I need to move the shares from one member to another and I can't ...
1 message
Short sales
Any chance that you are working on the ability to enter short sales? We do some shorting and will do more in the future. This work around situation is a pain and the members can not see the position when we have one open. Thanks.
2 messages
MCI Emergence from Bankruptcy
Just trying to find out what happens to the shares that our club currently owns. They are worth pennies and I don't want to sell them and incur the transaction costs. Better to hold and wait till they are cancelled. Anyone know what the status ...
1 message
Contribution report
is there a report that shows "tax" contributions (i.e. w/o fees)? Both the Member Status Report and the Contributions/Withdrawal Report seem to show contributions as including fees. What happened to the "member tax basis" report?
6 messages