There's a new club in town! Please join us in welcoming Da Demo as our new bivio demo club! Da Demo will be sharing their stories and accounting entries with you so that you'll have examples to refer to when you are making entries for ...
Will BIVIO handle the spin off of CDK from ADP or should I do it manually to adjust cost basis of each plus the sale of a fractional share? Thinking about the details involved makes my mind hurt but want to start on it need ...
Hello All, Just in time for your weekend investment club stock studies! I thought you might find it useful to be able to go to the Ticker Research page directly for each of the companies you have on your watchlist.A I've updated the spreadsheet and ...
a€‹ Congratulations to Mark Robertson of Manifest Investing on becoming a new grandpa last night! Word is that he hasn't convinced the family to name the baby Mark yet so any and all suggestions are still welcome. Laurie Frederiksen Invest with your friends! www.bivio.com Become ...
As the new treasurer of a club with several members in their 80's, I bought this up as new business at our last meeting. Most of them suggested that the executor of the Will would tell me what to do! Myself and a few others ...
The Center for Audit Quality has just released their annual Survey measuring retail investor confidence in the US capital markets. 2014 Main Street Investor Survey Interestingly enough, with markets at a high, confidence has reached an all time high.A They specifically addressed the risk tolerance ...
Good Morning, To add to our discussion of saving brokerage statements each month,A I've made this short video that shows you how to upload files to your investment club file storage area.A It also shows you how to delete files from that area. Adding and ...
How do you get the statement into Bivio? Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: Laurie Frederiksen Date:10/08/2014 2:10 PM (GMT-05:00) To: The Club Cafe Subject: [club_cafe] Saving Monthly Statements Do any of your investment clubs have this ...
Do any of your investment clubs have this issue? I am used to getting paper copies of brokerage statements and keeping them in a filing cabinet.A I keep forgetting that in todays world of electronic statements rather than paper ones,A it's probably still a good ...
Hi Everyone, I thought it would be interesting to tap into some of your investment club experiences to develop some more information for those thinking of starting an investment club.A How would you answer this question? What characteristics do you think are valuable for a ...
As nature prepares to close her books for the season, it's a good time for you to work on getting a head start on your investment club taxes. While you're watching that Saturday afternoon football game or baseball playoff on TV, spend a little time ...
I'm a member of a new club that has just been formed. We have set up our brokerage account at Fidelity. Several of our members also have personal accounts at Fidelity. They are interested in making regular club payments from their personal Fidelity account to ...
We are planning to reimburse one of our club members by writing a check against our brokerage account. What is the proper way to do this in Bivio? Do we just enter it using the Expense transaction against our brokerage account? Or is it similar ...
I have been puzzled for a while about why Yahoo shows the 1 year price projection for BIDU to be so high.A Currently it shows as $1571.31.A A Considering the current price of BIDU is $220.49,A that's a pretty significant upside potential! I finally got ...