Investment Club Accounting, Tax Preparation and Management Software
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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
Club Cafe
File Organization for an Investment Club
Here is our file architecture Cheers Mitch Table of Content of Communication Files 02 Organizational Documents: a. Bylaws b. Partnership ...
Removal of a partner
He is being removed for inactivity and failure to meet the terms laid out in the Partnership Agreement.A I cana€(TM)t ...
Dry Run Tools for deceased member withdrawal
We found Schwab very difficult; we could not transfer Stock to an exiting member. So we transfer to Fidelity and ...
Meeting tonight
Jim Kloster and i are on the conference line. Please call it if there is a group at the library!! ...
Fidelity
Our Club successfullyA moved from Schwab to fidelity 2 months ago.A We used the business application, as Investment Clubs are ...
BOI FinCen Reporting
You need to review the documents at fincen/gov/boi/small-business-resources. They will describe who is a beneficial owner and who is not. ...
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Top Club Holdings
 |
AAPL | 64% |
 |
AMZN | 57% |
 |
NVDA | 47% |
 |
MSFT | 46% |
 |
V | 32% |
 |
GOOGL | 29% |
 |
GOOG | 27% |
 |
COST | 25% |
 |
BRKB | 18% |
 |
DIS | 18% |
| Club Index |
Average Portfolio:
$
274,971
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