Hi there. I've setup a trial account and I've been tinkering with the site for a couple days now. I'd like to get some opinions from existing club owners/members. I have four main areas of interest (there might be more I just haven't thought about) ...
Hello - Has anyone used Bivio's services for accounting for an investment partnership (LP) that is not an investment club? If so, could you provide any comments? I am more interested in the functionality of the ActivePartnership service of Bivio, and not the legalities of ...
We charge late fees etc. Is there a spot where a $20.00 fine is deducted in the ledger, there by lowering the unit % for that member? Must we include the social security number on our club site reports, to get a proper year end ...
In a message dated 9/20/2006 12:20:08 P.M. Eastern Standard Time, willywhy@bivio.com writes: We charge late fees etc. Is there a spot where a $20.00 fine is deducted in the ledger, there by lowering the unit % for that member? A fine should not remove units ...
We are an established investment club in the Poughkeepsie, NY area that is looking for a few good new members. If you are interested in joining us please send an email to: davesurveys@mac.com Thanks, Dave
The Moneta Investment Club of Baltimore, MD is looking for someone (preferably with an accounting background) who can walk us through the actual documents we downloaded from company websites. We're looking to use them as a complement to our SSGs and other research. Our readings ...
In a message dated 9/22/2006 1:11:46 A.M. Eastern Standard Time, j_b_bryan@bivio.com writes: The Moneta Investment Club of Baltimore, MD is looking for someone (preferably with an accounting background) who can walk us through the actual documents we downloaded from company websites. We're looking to use ...
Fellow Bivio members, I have a partner who is withdrawing. According to our Partnership Agreement (PA), her resignation was accepted at the last meeting. Her final valuation will be set with the October 06 meeting. So she is still officially part of our club until ...
Thanks for adding the link to ManifestInvesting from the Investments page. Saves me the trouble of maintaining a separate dashboard at MI.com. Any chance of getting the link to include the cash balance from bivio in the MI.com dashboard? -Jim Thomas
I am joining an investment club in October. While I totally understand the group mentality as far as investing is concerned, my husband wants me to track our individual portion of the club on Quicken with the rest of our financial investments. I'm a little ...
In a message dated 9/29/2006 5:54:38 P.M. Eastern Standard Time, mustangmaddi@bivio.com writes: I am joining an investment club in October. While I totally understand the group mentality as far as investing is concerned, my husband wants me to track our individual portion of the club ...
In a message dated 9/29/2006 7:33:35 P.M. Eastern Standard Time, garbagecop@earthlink.net writes: Gene's right, you will own a percentage of the entire value of the club. Just like with Mutual Funds, your monthly contribution will buy "units" in the club. The valuation statement and member ...
Lets say I spend $20.00 on stamps etc., A Co-Partner spends $150.00 on a computer mainly for club use. and another spends what ever on what ever (log book, paper). HOW DOES ONE GET CREDIT FOR THE DEDUCTION as an expense? Is there a place ...
The bivio press page at: http://www.bivio.com/hm/press.html quotes a Bloomberg Personal Finance article as saying that bivio had more than 8,000 subscriber clubs covering 51,000 members. But that was almost 5 years ago, at the end of 2001. How many clubs belong to bivio now? Mike ...
Hi, Will I have a problem using AccountSync if the husband & wife who belong to our club as 2 members deposit 1 check for $100 instead of 2 for $50? Does each member have to deposit a separate check? Thanks. Mike Carroll