Investment Club Accounting, Tax Preparation and Management Software
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"You have been AMAZINGLY helpful and I suspect there are a lot of other Club treasurers out there who say prayers of gratitude for you!"-Sheila M., CA
"I continue to be impressed with how well Bivio works for my club. The customer support is very good. The tax program is awesome - very easy to use. Thanks to all who I know do a lot of hard work to keep Bivio working well for us."-Betty T., WA
"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
BOI FinCen Reporting
You need to review the documents at fincen/gov/boi/small-business-resources. They will describe who is a beneficial owner and who is not. ...
Digital Assets
I am aware that Bivio will not do bookkeeping or taxes on digital asset type investments due to the complexities ...
options
any one else is having a problem with the monthly accounting statements since the transfer since Ameritrade to Schwab? Option ...
Members buying partial withdrawal from member
Thanks, Kevin, from one Treasurer to another!A I don't handle 2 clubs, but I am the TFL of one club, ...
Changing Club Treasurer and access to E*Trade account
Would anyone be willing to share their recent experience on the process to change the Club Treasurer and update account ...
Robinhood or E*Trade vs. Schwab
Schwab has been great for Sum Seekers Investment club of TorranceA On Tue, Jun 25, 2024, 7:47a€¯PM Scott Mace via ...
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Top Club Holdings
 |
AAPL | 64% |
 |
AMZN | 56% |
 |
MSFT | 45% |
 |
NVDA | 44% |
 |
V | 32% |
 |
GOOGL | 29% |
 |
GOOG | 27% |
 |
COST | 25% |
 |
DIS | 18% |
 |
TSLA | 17% |
| Club Index |
Average Portfolio:
$
265,741
Club Home Pages
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