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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

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Club Cafe
E*Trade works very well for my club and my own personal accounts as well. I even purchased some MS shares ...
Thank you, I am waiting to hear from support. Mary Sent from my iPhone On Jun 12, 2024, at 7:15 ...
Never do business with Wells Fargo.A I had a business account that constantly got screwed up by them.A Wells Fargo ...
Got in on laptop but having trouble on phone. I will not freak out. Sent from my iPhone On Jun ...
The bivio 2024 partial-year IRS tax software is available now, upon request.A Paul, I enabled it for your club.A The ...
So I used the "Spin-off" option in our "Investments" under "Accounting" It seems to have worked, except the Bivio Tool ...
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Top Club Holdings

AAPL AAPL  64%
AMZN AMZN  56%
MSFT MSFT  46%
NVDA NVDA  38%
V V  32%
GOOGL GOOGL  28%
GOOG GOOG  27%
COST COST  25%
DIS DIS  19%
TSLA TSLA  17%

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Average Portfolio:
$ 269,159

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