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
Withdrawals and taxes
Our club was switched over Labor Day weekend.A We did have check writing privileges with TDA and days before the ...
Taxes and selling stocks for member withdrawal
There was a post today in the Better Investing treasurer's forum (good luck finding the way to join as BI ...
Investing in start up
Investments that your club makes that are not included in bivio's pricing database need to be recorded in bivio as ...
Club Dues
As Treasurer of CRIG for 26 years we elderly ladies are disbanding at end of 2023. Since over 3/4 isA ...
Cherry Tree Investment Club
Hello Becky, My club is also disbanding.A I just sold all the stocks and have received the dividends declared. I ...
TDAmeritrade moving our account to Schwab - No third party payments
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 | 66% |
 |
AMZN | 53% |
 |
MSFT | 41% |
 |
V | 30% |
 |
GOOGL | 27% |
 |
GOOG | 26% |
 |
NVDA | 25% |
 |
COST | 23% |
 |
DIS | 22% |
 |
TSLA | 21% |
| Club Index |
Average Portfolio:
$
229,112
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