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
Transition from TDA to Schwab
Karen: Our Schwab account was created many years ago as a partnership entity. I don't know whether Schwab has labeled ...
Amended Return / Air Lease
Hi Scott, Members can download K-1s that are not marked superseded or amended because they do not submit the K-1s ...
K-1, Box 19
Hi John, You can use this link to remove your access to Club Cafe: https://www.bivio.com/club_cafe/leave-club-cafe Hope that helps. Contact us ...
(No Subject)
PLEASE!!!A I need to be set free of club cafA(C) also. Ita€(TM)s beginning to drive me crazy. Help.A I have ...
We need a new brokerage house
Thank you. Minh T. Le On Mar 19, 2023, at 7:10 PM, Cynthia Corkery via bivio.com <user*39378600001@bivio.com> wrote: Our ...
We need a new brokerage house
One of our model clubs (a 16 year old partnership) has used TD Ameritrade as our broker since day one. ...
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Top Club Holdings
 |
AAPL | 65% |
 |
AMZN | 51% |
 |
MSFT | 38% |
 |
V | 29% |
 |
GOOGL | 26% |
 |
GOOG | 26% |
 |
DIS | 25% |
 |
COST | 22% |
 |
NVDA | 21% |
 |
TSLA | 19% |
| Club Index |
Average Portfolio:
$
208,201
Club Home Pages
| Black Family Investment Group |
| Model Investment Club of Northern Virginia |
| Central North Carolina Chapter NAIC |
| Wealthmasters |
| Puget Sound BetterInvesting Model Investment Club |