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
Individual membership agreement?
Our club, Mutual Investors of Atlanta (MIA) requires members to sign the Partnership Agreement, and the Partnership Agreement has a ...
Tax forms
A few years ago I mailed the returns on April 6th but IRS notified me in fall they did not ...
Schedule D (continue)
Thank you Sent from my Verizon, Samsung Galaxy smartphone Original message From: "Linda Wiltse via bivio.com" <user*31518000001@bivio.com> Date: 2/17/20 6:43 ...
Tax forms
Bivio does not have the ability to e-file. From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of V Johnson via bivio.com Sent: Monday, ...
wrong figures for FLT; new judgment figures attached
On Mon, Feb 17, 2020 at 11:48 AM Natalie R.(Kavula Fam. Trust 4/2/2015) Kavula TTEE via bivio.com <user* 14670400001@bivio.com > ...
Schedule D for Form 1065
As I was doing my taxes in BIVIO I noticed that the schedule D is not available. Is there a ...
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Top Club Holdings
 |
AAPL | 56% |
 |
AMZN | 34% |
 |
DIS | 32% |
 |
V | 27% |
 |
MSFT | 25% |
 |
FB | 20% |
 |
GOOGL | 18% |
 |
COST | 18% |
 |
GOOG | 17% |
 |
BRKB | 17% |
| Club Index |
Average Portfolio:
$
196,775
Club Home Pages
| EDI HOLDINGS LLC |
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| New Low Observer Fund |