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
Transferring holdings from one person to another
For anyone else who had to look up the term: The cost basis of property transferred at death receives a ...
Arizona Requirement to File Ptrshp Return Electronically; Waiver Request
It occurs to me that if you are going to pursue a change in law with your state that you ...
W9 Question
The W9 is a form used to obtain relevant EIN and other pertinent information from organizations and contractors.A Remember you ...
Membership/Partner information forms
This is more of what I was looking for. Megan and all who have replied, Thanks much. Jeff Clark Heritage ...
Annualized IRR
WhenA you run an Investment Performance report,A you will see date fields at the top of the report that you ...
family investment clubs
My non-family club allows custodial accounts, and we've had several over the years. Our rule is that at age 18 ...
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Top Club Holdings
 |
AAPL | 63% |
 |
AMZN | 35% |
 |
MSFT | 32% |
 |
V | 27% |
 |
DIS | 26% |
 |
FB | 20% |
 |
COST | 19% |
 |
GOOGL | 17% |
 |
GOOG | 17% |
 |
HD | 16% |
| Club Index |
Average Portfolio:
$
223,801
Club Home Pages
| Beginner's Investment Group |
| Mad Loot Investment Club |
| Memorial Drive Investment Club |
| Montgomery County Model Investment Club |
| The Perpetual Lush Club |