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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
Thanks John! ...
Please take me off On Wed, Sep 21, 2022 at 9:02 AM Daniel Lapp via bivio.com <user* 15604200001@bivio.com > wrote: ...
Bob A Your friend may not have a cash reserve and maybe she's relying on her equities in the near ...
so I have been chatting with Schwab about not linking Bivio to Schwab. this is the transcribe from that "conversation" ...
Hi Mike I have been following this along for the past week. My head was/is spinning a bit. This will ...
Having a unanimous vote is another change that you need to do to your partnership agreement.A You are not sentencing ...
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Top Club Holdings

AAPL AAPL  65%
AMZN AMZN  50%
MSFT MSFT  37%
V V  28%
DIS DIS  26%
GOOGL GOOGL  25%
GOOG GOOG  24%
NVDA NVDA  21%
COST COST  21%
TSLA TSLA  19%

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Average Portfolio:
$ 201,266

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