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
Partial withdrawls || Tax Implications
Ira, Your answer was so clear and comprehensive that I saved it and printed out a copy to keep in ...
Boring Stock Reports?
I had to hover my pointer on the top left corner, between the 2 outlines to get the down pointing ...
Partial withdrawals || Tax Implications
Cindy, The only way to limit the capital gains to the withdrawing partners is to transfer stock instead of cash. ...
Member moving to Canada
Thank you very much for your help! ...
FB
Good summary here: https://www.morningbrew.com/daily/stories/2020/08/26/apples-new-privacy-settings-damage-part-facebook-ad-business Best regards, Mark Robertson Founder & Managing Partner www.manifestinvesting.com On Thu, Aug 27, 2020 at 11:59 ...
Rules if member is not submitting stock studies
Our club requires each partner to follow one or two stocks. Each month we require a one page report on ...
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Top Club Holdings
 |
AAPL | 62% |
 |
AMZN | 35% |
 |
MSFT | 31% |
 |
DIS | 28% |
 |
V | 27% |
 |
FB | 20% |
 |
COST | 19% |
 |
GOOGL | 17% |
 |
GOOG | 16% |
 |
BRKB | 16% |
| Club Index |
Average Portfolio:
$
198,684
Club Home Pages
| Quick Silver |
| Memorial Drive Investment Club |
| Last Chance Investors of Helena |
| Destined For Success Investment Club |
| ACME |