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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
Our club was switched over Labor Day weekend.A We did have check writing privileges with TDA and days before the ...
There was a post today in the Better Investing treasurer's forum (good luck finding the way to join as BI ...
Investments that your club makes that are not included in bivio's pricing database need to be recorded in bivio as ...
As Treasurer of CRIG for 26 years we elderly ladies are disbanding at end of 2023. Since over 3/4 isA ...
Hello Becky, My club is also disbanding.A I just sold all the stocks and have received the dividends declared. I ...
Just a word after Jack's astute observations about taxes and timing. I was treasurer of an old club with many ...
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Top Club Holdings

AAPL AAPL  66%
AMZN AMZN  53%
MSFT MSFT  41%
V V  30%
GOOGL GOOGL  27%
GOOG GOOG  26%
NVDA NVDA  25%
COST COST  23%
DIS DIS  22%
TSLA TSLA  21%

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Average Portfolio:
$ 229,112

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