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
withdrawal because of death of a member
Dear Anne, You record this as a full stock withdrawal using the withdraw button on the Accounting>Members page. You really ...
Club Ownership
Ed: It is legal to have a trust be a partner in a partnership. Bivio discourages allowing a trust be ...
Check writing privileges at TD Ameritrade
Another direct deposit strategy: We have our accounts through E-trade. They allow external accounts to be added under the tab ...
Foreign Companies Traded on US Exchanges
Many times there are no issues if you invest in a foreign ADR that trades on the US exchanges.A A ...
Adding and removing members
I was not suggesting that you redo the partnership agreement but that you create amendments for it as recommended to ...
How long to keep records
Excellent information and advice. Thank you. On April 14, 2019 at 2:42 PM Laurie Frederiksen <laurie@bivio.biz> wrote: There is no ...
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Top Club Holdings
 |
AAPL | 57% |
 |
AMZN | 33% |
 |
V | 25% |
 |
DIS | 24% |
 |
FB | 20% |
 |
MSFT | 19% |
 |
GOOGL | 17% |
 |
BRKB | 17% |
 |
HD | 16% |
 |
GOOG | 16% |
| Club Index |
Average Portfolio:
$
173,120
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