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
New IRS Audit Procedures - Our Recommendations
In the Opt out requirements it says that the club can not have any members that is a nominee or ...
Partnership agreement
I'm coming late to the party re: the IRS change to the partnership audit rules. I've read all of the ...
withdrawal because of death of a member
Dear Anne, You record this as a full stock withdrawal using the withdraw button on the Accounting>Members page. You really ...
Club Ownership
Ed: It is legal to have a trust be a partner in a partnership. Bivio discourages allowing a trust be ...
Check writing privileges at TD Ameritrade
Another direct deposit strategy: We have our accounts through E-trade. They allow external accounts to be added under the tab ...
Foreign Companies Traded on US Exchanges
Many times there are no issues if you invest in a foreign ADR that trades on the US exchanges.A A ...
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Top Club Holdings
 |
AAPL | 57% |
 |
AMZN | 33% |
 |
V | 25% |
 |
DIS | 24% |
 |
FB | 19% |
 |
MSFT | 19% |
 |
GOOGL | 17% |
 |
BRKB | 17% |
 |
HD | 16% |
 |
COST | 16% |
| Club Index |
Average Portfolio:
$
173,375
Club Home Pages
| Lone Star Online |
| Challenge Club |
| Central North Carolina Chapter NAIC |
| FTM Group LLC |
| The Perpetual Lush Club |