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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
I would suggest the club consider drafting an addendum to their PA, signed by each member, indicating the change in ...
Christie-Yes I would like more information about your online club and I am interested in joining. I am in Chicago. ...
Yes, this could be advantageous. Once the shares are transferred to the partially withdrawing member, they are treated the same ...
Hi Daniel, I live in Minneapolis area and could meet you in person for an intro if you like. Get ...
Be certain to check your partnership agreement to make certain partial withdrawals are permitted.A Our club permits only full withdrawal ...
For a partial withdrawal the tax implications are much more complex than in a full withdrawal. The recommendation for partial ...
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Top Club Holdings

AAPL AAPL  56%
AMZN AMZN  34%
DIS DIS  29%
V V  26%
MSFT MSFT  22%
FB FB  19%
GOOGL GOOGL  18%
COST COST  18%
BRKB BRKB  17%
GOOG GOOG  17%

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Average Portfolio:
$ 180,665

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