Our club has one investment listed twice. We held shares at our brokerage and we had a DRP account. We have closed the DRP account and have recorded the cash received for the fractional shares. The stock certificate for the whole shares was mailed to ...
Our club has been using both NCA 1.04 and Bivio (each month I export from NCA and upload the NCADATA.DAT file into Bivio). We are considering upgrading NCA to the new release (v2) and was wondering if the export function will still create a file ...
Today's Wall Street Journal (5/24/2001) contains an article about yet another Web site that is closing down and will no longer be availalbe to its users. While today's article focused on a site that was shutting down due to too much activity, many web sites ...
Today I went to post the J&J stock split and I used the link to 'Stock Split' off the Accounting, Investments page I entered the appropriate ratio my number of shares doubled (like it should) but the price per share did not divide in half ...
Our investment club uses NAIC's account software and we also upload it to our clubs web-site at Bivio. Could you please explain why the Cost Basis per Share increases after I enter the dividends paid out by a company? My thinking is that the average ...
In this month's meeting we noticed that one of the stocks in our portfolio was showing a "wrong" total return, all of the other numbers however were correct, as far as I can tell. Here are the numbers: On 9/20/00 we bought 6 shares of ...
We have an investment club that uses this site so that we can keep up with our records. We are also with the NAIC. I remimbered when we frist set up this site it asked us if we where apart of the NAIC if we ...
Our family has just set up an investment club with the purpose of generating money to be used for a family vacation in 3-5 years. We currently have $1600. We will add approximately $50-$100 per month to the fund. We are ready to invest. We ...
Hello. I am a member of a newly formed investment club and would like to know exactly what documents need to be filed in the state of Indiana concerning the investment club. We have filed our name with the county recorder and have our federal ...
If I download a backup file of our Bivio online accounting data, is that file then supposed to be usable in NAIC PC Accounting? I originally uploaded our data from the PC Accounting to Bivio and it worked beautifully! Also, is a Bivio backup usable ...
I was curious on the "Cafe's" response to BuyAndHold.com recent changes to their fee structures. Seems like a good deal for investment clubs (assuming a minimum of two trades per month). But from an individual investor perspective, I am shutting down my accounts as $84.00 ...
What is the waiting period that we must wait after selling a stock to get back in to it. For example, we purchased stock ABC @ 10.00. It has risen to 15.00 and starts to slide back to 14.00 At this point we decided to ...