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
Merck spin off of Organon (OGN)
This was a spinoff effective 6/3/2021. You use the spinoff button on the Accounting>Investments page to enter it. For each ...
Tax Return
Yes but also where Karen said in bivio. Kim Potter Sent via the Samsung Galaxy S10, an AT&T 5G Evolution ...
Reorg/Cost Basis Update FLIR merger with TDY
Hi Kim, This was a cash plus stock merger so it is more difficult to enter.A If you can send ...
Uninvested Cash
Thanks to everyone for your input on this topic! Very helpful and much appreciated! Len Delmolino Massachusetts High Flyers Investment ...
Expenses
Thanks. I would agree with all you said. I guess I just wanted to be sure. On Monday, May 17, ...
Capital Loss/Gain report
The gain/loss will depend on whether you sold shares before or after the merger with JAZZ.A The merger was also ...
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Top Club Holdings
 |
AAPL | 63% |
 |
AMZN | 37% |
 |
MSFT | 33% |
 |
DIS | 28% |
 |
V | 25% |
 |
FB | 19% |
 |
COST | 19% |
 |
GOOG | 17% |
 |
GOOGL | 16% |
 |
PYPL | 16% |
| Club Index |
Average Portfolio:
$
229,424
Club Home Pages
| The Perpetual Lush Club |
| Model Investment Club of St. Louis |
| Central North Carolina Chapter NAIC |
| valuation_dates |
| Mad Loot Investment Club |