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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
The question was asked about using the member performance detail report to have members confirm their payments for the year.A ...
Just a reminder of how Club Cafe works: https://www.bivio.com/site-help/bp/Club_Cafe_Help If you are responding to a specific question in a thread,A ...
I do not understand your question.A It seems like your club has a distinction between dues and monthly payments. And ...
Super!!! On Mon, Jan 20, 2020 at 4:55 PM Scott Freeman via bivio.com <user* 1595500001@bivio.com > wrote: At the top ...
Just a note.A I would recommend working with Transaction lists rather than the Transaction ledger report when working on cash ...
You can, by putting it into a document. My club's googlesheet can be accessed by anyone with the link. Bob ...
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Top Club Holdings

AAPL AAPL  57%
AMZN AMZN  35%
DIS DIS  31%
V V  27%
MSFT MSFT  24%
FB FB  19%
GOOGL GOOGL  18%
COST COST  18%
BRKB BRKB  17%
GOOG GOOG  17%

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