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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

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Club Cafe
What specifically do you want help with?A Go to Accounting then Investments and then Income. Enter the type of dividend. ...
Our valuation date is the next standard valuation date (end of the month) after receiving an intent to withdraw. That ...
Ty writes: Thanks. When the E*Trade access is fixed will Bivio sync pick up where it stopped or begin on ...
Got the message. Richard On Thu, May 5, 2022 at 11:14 AM Robert Nagler < nagler@bivio.biz > wrote: This was ...
Thank you - I just send an email. Kerin ...
The Schwab issue was unrelated to the server migration. It had to do with a problem at Yodlee. Cheers, Rob ...
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Top Club Holdings

AAPL AAPL  64%
AMZN AMZN  40%
MSFT MSFT  35%
V V  27%
DIS DIS  27%
NVDA NVDA  21%
GOOG GOOG  21%
GOOGL GOOGL  20%
COST COST  20%
FB FB  18%

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Average Portfolio:
$ 200,172

Club Home Pages

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Black Family Investment Group
SL Money Spinners Club
Moose Pond Investors
Model Investment Club of Northern Virginia
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