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"I can't imagine trying to effectively manage an investment club without using Bivio. It is very intuitive, and easy to use for non-accountant and non-technical types. It makes tracking investments and preparing the club's taxes and investors K-1 forms a breeze. Thank you for your great product and service!"-Joe M., KS
"Thank you for all your help and wonderful service over the years. There's no question that bivio is one of the best things that ever happened to investment clubs."-Bev T., WA
"Bivio is great software. To be able to correct historical transactions and have them flow into today's member values and last year's tax returns is fantastic. I'm a CPA so I know good accounting software when I see it!"-Alec P., NC

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Club Cafe
As a followup, I called the IRS to verify that they had received our documents showing that our return had ...
Wonder what other bivio investment clubs are buying and selling? Here are the top Active Buy and Sell lists for ...
Googled your question on irs.gov .A Here is the publication: https://www.irs.gov/pub/irs-pdf/f8822b.pdf Lynn O. ...
Hi Mark, The only reason we put that clause into our PA was to alert potential members to the fact ...
our club only has 5 members and 3 of them each own 25% of the portfolio and we are now ...
What you do next depends on whether you are a new or existing club.A If you are an existing club, ...
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Top Club Holdings

AAPL AAPL  57%
DIS DIS  21%
SBUX SBUX  20%
AMZN AMZN  20%
GE GE  20%
FB FB  20%
V V  19%
JNJ JNJ  18%
CTSH CTSH  17%
GOOGL GOOGL  16%

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Average Portfolio:
$ 142,365

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