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
Attention Clubs Using Schwab as A Broker
Thank you!A Glad to hear.A TD seems to be working fine for us at SITM From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf ...
Form 843 Request for Abatement
Thanks Ira Regards, Alessandro On Jul 2, 2021, at 9:32 PM, ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote: Alessandro, The ...
Direct link to Manifest Investing Dashboard
We thank you for this very useful tool. Much appreciated. Linda On Mon, Jun 28, 2021 at 6:39 AM Laurie ...
10 Cognitive Biases That Can Lead to Investing Mistakes
Hi all, I came across this article and found it made me stop and consider how these things apply to ...
cash withdrawal of member from Fidelity brokerage
Insights on Fidelity: Wea€(TM)re a partnership as a club (major changes do need everyone to sign a€" like changing account ...
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 ...
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Top Club Holdings
 |
AAPL | 63% |
 |
AMZN | 37% |
 |
MSFT | 32% |
 |
DIS | 28% |
 |
V | 25% |
 |
FB | 19% |
 |
COST | 19% |
 |
GOOG | 17% |
 |
PYPL | 17% |
 |
GOOGL | 16% |
| Club Index |
Average Portfolio:
$
237,836
Club Home Pages
| North Texas Model Investment Club |
| Shades of Success |
| Black Family Investment Group |
| Moose Pond Investors |
| EP Investment Club |