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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
Dear Anne, You record this as a full stock withdrawal using the withdraw button on the Accounting>Members page. You really ...
Ed: It is legal to have a trust be a partner in a partnership. Bivio discourages allowing a trust be ...
Another direct deposit strategy: We have our accounts through E-trade. They allow external accounts to be added under the tab ...
Many times there are no issues if you invest in a foreign ADR that trades on the US exchanges.A A ...
I was not suggesting that you redo the partnership agreement but that you create amendments for it as recommended to ...
Excellent information and advice. Thank you. On April 14, 2019 at 2:42 PM Laurie Frederiksen <laurie@bivio.biz> wrote: There is no ...
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Top Club Holdings

AAPL AAPL  57%
AMZN AMZN  33%
V V  25%
DIS DIS  24%
FB FB  20%
MSFT MSFT  19%
GOOGL GOOGL  17%
BRKB BRKB  17%
HD HD  16%
GOOG GOOG  16%

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Average Portfolio:
$ 173,120

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