Our club is new to this site since mid-November. We like the site so far but I am concern about the month end total value not match the broker statement. I had e-mail to the tech support but it does not help to solve the ...
Our club has investments in two publicly traded partnerships, would I record the K-1 income/(loss) items somehow in bivio, or just stick to the distributions and stock valuation? Thanks
Ever since our club started using Account Sync, we've got accounting errors because our brokerage account (TD Waterhouse) first deposits dividends and then in a separate transaction, reinvests them. Apparently Account Sync cannot handle this, so everytime we get a dividend paid, it records it ...
Ever since our club started using Account Sync, we've got accounting errors because our brokerage account (TD Waterhouse) first deposits dividends and then in a separate transaction, reinvests them. Apparently Account Sync cannot handle this, so everytime we get a dividend paid, it records it ...
Nice article on investment clubs at Barron's Online. Here's the link, but you need a subscription: http://interactive.wsj.com/archive/retrieve.cgi?id=SB1007772769463962800.djm Here's the bit about bivio: Bivio.com takes a different approach to the same problem -- helping investment clubs get up and running and maintain their books. The site ...
Our club is located in Canada, and we love the Bivio Site but with the excahange the fee of $59US id close to $100 Cdn, would be very grateful if you would use us as reffering club if you are signing up. our club ID ...
We would appreciate anyone who would list us as a reference when they sign up for bivio club_id: lakshmi BTW, we are 11 members strong in the NY/NJ metro area and have been in existence since 10/99 Ira Smilovitz Lakshmi Investments, LLC
I recently signed up for AccountSync. I haven't seen any of my Buy and Hold Transactions being updated as of yet. How can I be sure that my AccountSync is set up properly. Brian Fisher BSF Investment Club
Is there anyway to get a report that shows your portfolio value using the same days market or closing prices? The valuation report uses the previous days prices and you have to wait until the next day to get an updated value. If not, it ...
Glad you added E-Trade, it may just be the convincer for our club to stay on board as a paying member. We now have to weigh whether the subscription price displaces what we already paid for the NAIC club acctg software. BTW, when will an ...
We added E*TRADE support to AccountSync. The complete list of AccountSync brokers is now: Ameritrade, BUYandHOLD, CSFBdirect, Charles Schwab, E*TRADE, and TD Waterhouse. Cheers, Rob Nagler CTO bivio Inc.
How about assigning numbers to the messages. That way it would be a lot easier to refer someone to a particular message for a particular answer Cheers, Ilze
As a relatively new club treasurer I was wondering if any could give me a sample form that could be used for club members to designate a beneficiary or at least advise as to what should be included. Does the NAIC offer and sample forms? ...
Just curious, wonder what most clubs do at the moment buy and hold, or buy and sell on spikes? Our club, which has been around for 4 years, recently adopted a new strategy which incorporates a little of both the buy and hold, and buy ...