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
Death of a Member
Kim. I'm sorry for your loss. The death of a spouse must be particularly painful. The answer to your question ...
Club closing
From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of ira smilovitz via bivio.com <user*2883400001@bivio.com> Sent: Thursday, May 25, 2023 4:28 PM To: club_cafe@bivio.com ...
Current Summary of Brokerages for Investment Club (is there one?)
Missouri has a on line model investment club What state are you in Fred Tonnies President St. Louis Chapter of ...
Accountsync with Schwab??
Robin, I would recommend following the Bivio help instructions for changing brokers found at https://www.bivio.com/site-help/bp/Changing_Brokers_Help Note: Some of the info ...
Rule #1 spreadsheet
Hi Is there an up to date version of the Rule #1.xls file? The version on https://www.bivio.com/iclwc/files/Public?expand=29418500003%2C29423000003 is 3.02 dated ...
Centralized Partnership Audit Regime (CPAR)
There is no partnership representative when you elect out of CPAR. If you are subject to CPAR, the PR is ...
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Top Club Holdings
 |
AAPL | 65% |
 |
AMZN | 51% |
 |
MSFT | 39% |
 |
V | 29% |
 |
GOOGL | 26% |
 |
GOOG | 25% |
 |
DIS | 24% |
 |
COST | 23% |
 |
NVDA | 22% |
 |
TSLA | 20% |
| Club Index |
Average Portfolio:
$
223,690
Club Home Pages
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| birthday |
| Cincinnati Model Investment Club |