site
HelpRegister
Investment Club Accounting, Tax Preparation and Management Software
Welcome

About Investment Clubs
About Us
Tour
Why Use bivio?
Pricing
Da Demo Club
Getting Started
Club Resources
Club Cafe
Ticker Research

Login
Free Trial

Questions?

"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

[more testimonials]

Club Cafe
My non-family club allows custodial accounts, and we've had several over the years. Our rule is that at age 18 ...
My recommendation is to make your letter as personal to each individual as possible,A They most likelyA know who you ...
https://www.bivio.com/club_cafe/mail-thread?p=261340100003 New IRS Audit Procedures - Our Recommendations A A On Sun, Jan 17, 2021 at 6:57 AM MARY FRAN ...
https://www.bivio.com/site-help/bp/AccountSync_Brokers_Help AccountSync Brokers These are the brokers currently supported by AccountSync.A On Sun, Jan 17, 2021 at 8:39 AM Lee ...
Laurie, How do you "adjust the time period for the calculation to include only your most recent ownership dates in ...
Interesting, Peter Dunkelberger On Thu, Jan 14, 2021 at 9:02 PM Margot Herkes via bivio.com <user* 37004200001@bivio.com > wrote: We ...
[more news]


Join the Club Cafe Discussion List

Share your comment or question

Top Club Holdings

AAPL AAPL  63%
AMZN AMZN  36%
MSFT MSFT  32%
V V  26%
DIS DIS  26%
FB FB  20%
COST COST  19%
GOOGL GOOGL  17%
GOOG GOOG  17%
HD HD  16%

Ticker Research

Average Portfolio:
$ 218,892

Club Home Pages

EDI HOLDINGS LLC
Beginner's Investment Group
Quick Silver
Unable Investment Club
Moose Pond Investors
[more clubs]