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
Capital Loss/Gain report
The gain/loss will depend on whether you sold shares before or after the merger with JAZZ.A The merger was also ...
Late payments
We use TDAmeritrade as the brokerage account.A We do keep a separate bank account, but only as an easy means ...
Synching Tax Lots from TDAmeritrads
There is no information in the data file read by AccountSync that indicates which lots were sold.A A Therefore,A AccountSync ...
Qualified Dividend
My approach was not to buck the 1099 which will be reported to the IRS and presumed by the IRS ...
Fidelity
You can mail a check made out to "Fidelity Brokerage Services LLC" andA be sure to put your Account number ...
Stock report
Hello. After trying a variety of formats, we use a 1 page stock report for each of our portfolios. For ...
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Top Club Holdings
 |
AAPL | 64% |
 |
AMZN | 36% |
 |
MSFT | 33% |
 |
DIS | 29% |
 |
V | 26% |
 |
FB | 19% |
 |
COST | 19% |
 |
GOOGL | 17% |
 |
GOOG | 17% |
 |
PYPL | 16% |
| Club Index |
Average Portfolio:
$
224,135
Club Home Pages
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