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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

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Club Cafe
Unfortunately, there is nothing you can do about it atA this time. As noted earlier, your cost basis is the ...
It is regrettable TDA gives you this friction, but at tax time there is formally a way to tell the ...
Also remember, it is not the Vanguard Index, its a Vanguard fund tracking the index.A The fund does have some ...
Here's a little activity you can do to start to get ready for tax season.A A Go to Accounting>Investments Do ...
OK - thanks! From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Laurie Frederiksen <laurie@bivio.biz> Sent: Monday, January 7, 2019 6:21 AM To: ...
Our Audit form has been updated to use for doing your 2018 tax year investment club audit. You can find ...
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Top Club Holdings

AAPL AAPL  58%
AMZN AMZN  32%
V V  24%
DIS DIS  22%
FB FB  20%
MSFT MSFT  18%
BRKB BRKB  17%
CTSH CTSH  17%
GOOGL GOOGL  17%
SBUX SBUX  16%

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