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
Question about a withdrawal
Thanks. Found it. Dick From: Joe Farrell via bivio.com Sent: Tuesday, August 20, 2019 12:29 AM To: club_cafe@bivio.com Subject: Re: ...
Federal & State Tax Reporting Requirements for Disbanding Clubs
Mike, Thanks for the helpful hints.A You're right about the date also.A Old habits.A Thanks again. On Sat, Aug 17, ...
Buying Foreign Stocks
Foreign taxes are taken from any dividend before you get it so it's pretty simple. Bivio does the tax reporting ...
20/20 Investment Club disbanding
Disregard the above request. I misread a report. It captured the funds in the bank account. Thanks again for your ...
Does Your Club Own Celgene?
Norm, good summary.A A I would suggest a small correction for the comment on Celgene.A I don't believe that Celgene ...
Quest for Positive Returns
How do I get our club's Quest for Positive Returns updated? I've e-mailed support several times and have not gotten ...
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Top Club Holdings
 |
AAPL | 56% |
 |
AMZN | 33% |
 |
DIS | 27% |
 |
V | 25% |
 |
MSFT | 20% |
 |
FB | 19% |
 |
GOOGL | 17% |
 |
BRKB | 17% |
 |
GOOG | 17% |
 |
COST | 16% |
| Club Index |
Average Portfolio:
$
171,136
Club Home Pages
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