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
Pfizer - Viatris. Inc transaction
YouA are correct that, if you held PFE,A this was a non-taxable spinoff of VTRS.A It can be entered using ...
ETFS
EVN is a Tax free Dividend ETF. It gives monthly dividends. I recommend it if you don't want to pay ...
Has my emails reached bivio support?
I want to acknowledge publicly that the communication problems were entirely on my end. Bivio support was prompt and helpful ...
Suspense Accounts
Amounts in all accounts on the Accounting>Accounts page show up in the total club valuationA and member status reports.A They ...
deceased member
You should consult with a lawyer for legal advice.A I would not rely on postings on a discussion list like ...
Stock Payouts for Clubs Using Folio
We have had several questions from clubs using Folio about how to accomplish stock payouts for withdrawals. Apparently since Folio ...
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Top Club Holdings
 |
AAPL | 63% |
 |
AMZN | 35% |
 |
MSFT | 32% |
 |
DIS | 26% |
 |
V | 26% |
 |
FB | 20% |
 |
COST | 19% |
 |
GOOGL | 17% |
 |
GOOG | 17% |
 |
HD | 16% |
| Club Index |
Average Portfolio:
$
212,104
Club Home Pages
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| valuation_dates |
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