Investment Club Accounting, Tax Preparation and Management Software
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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
Club Cafe
Quest for Positive Returns
How do I get our club's Quest for Positive Returns updated? I've e-mailed support several times and have not gotten ...
Does Your Club Own Celgene?
Hi Laurie, Won't the fact that Bristol Meyers has agreed to list and maintain the CVRs on a US exchange ...
DowDupont Split to Dupont de Nemours Inc(DD) and Corteva Inc (CTVA) transaction
Instead of using this forum, if you send your question to Bivio support, they will answer and also help you ...
DowDupont Split to Dupont de Nemours Inc(DD) and Corteva Inc (CTVA) transaction
Sorry I stand corrected there was three transactions at the end you must do a reverse split that should be ...
New IRS Audit Procedures - Our Recommendations
In the Opt out requirements it says that the club can not have any members that is a nominee or ...
Partnership agreement
I'm coming late to the party re: the IRS change to the partnership audit rules. I've read all of the ...
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Top Club Holdings
 |
AAPL | 57% |
 |
AMZN | 33% |
 |
DIS | 25% |
 |
V | 25% |
 |
FB | 20% |
 |
MSFT | 19% |
 |
GOOGL | 17% |
 |
BRKB | 17% |
 |
COST | 16% |
 |
HD | 16% |
| Club Index |
Average Portfolio:
$
174,069
Club Home Pages
| Los Angeles Chapter Model Investment Club |
| Club Meeting Meeting |
| Broadlands Asset Management LLC |
| BI Brighton Model Investment Club |
| FTM Group LLC |