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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
Some states, such as New York, will allow the deductions, but they are still subject to the 2% rule so ...
It was not a purchase of Keurig. Keurig bought out Dr Pepper & as a result of that, we got ...
when I look at capital gains and losses will I see the sale of VVCIF based on the purchase of ...
My earlier suggestion to send the question to support@bivio.com was made without seeing that Laurie had already provided the answer. ...
Correct. Ira Smilovitz On Wed, Feb 20, 2019 at 11:40 AM Peter Dunkelberger via bivio.com <user* 26984900001@bivio.com > wrote: Thanks ...
I am sure Laurie can help better than I, but we had the same thing with an ETF (a nondividend ...
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Top Club Holdings

AAPL AAPL  58%
AMZN AMZN  32%
V V  24%
DIS DIS  22%
FB FB  20%
MSFT MSFT  18%
BRKB BRKB  17%
CTSH CTSH  17%
GOOGL GOOGL  17%
SBUX SBUX  16%

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Average Portfolio:
$ 165,261

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