Investment Club Accounting, Tax Preparation and Management Software
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"You have been AMAZINGLY helpful and I suspect there are a lot of other Club treasurers out there who say prayers of gratitude for you!"-Sheila M., CA
"I continue to be impressed with how well Bivio works for my club. The customer support is very good. The tax program is awesome - very easy to use. Thanks to all who I know do a lot of hard work to keep Bivio working well for us."-Betty T., WA
"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
Club Cafe
Transfer on Death
Diana, Please consult a local attorney before you start with TOD forms. For the reason I noted above, they may ...
Problems with a deceased mmember's withdrawal
Club lost contact with a member until someone saw notice of Memorial service. The Church gave our info to her ...
Investment clubs in northern virginia
There is no tax or operational effect. A MD investment club will file an MD 510 return. There is no ...
IRS Issue - Qualified Opportunity Fund?
I had this problem a few years ago and went round and round (if and when I could get thru ...
Entering Fidelity mutual fund in Bivio?
Here is what I did per Bivio: Hi Allicia, Yes, your club's investment in the FRBXX money market fund needs ...
Does Schwab sync with BIVIO nicely?
That's what our club did as well - investment club From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Cynthia Corkery via bivio.com ...
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Top Club Holdings
 |
AAPL | 64% |
 |
AMZN | 56% |
 |
NVDA | 49% |
 |
MSFT | 46% |
 |
V | 32% |
 |
GOOGL | 30% |
 |
GOOG | 27% |
 |
COST | 26% |
 |
BRKB | 18% |
 |
DIS | 17% |
| Club Index |
Average Portfolio:
$
277,410
Club Home Pages
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