Investment Club Accounting, Tax Preparation and Management Software
Welcome
About Investment Clubs
About Us
Tour
Why Use bivio?
Pricing
Da Demo Club
Getting Started
Club Resources
Club Cafe
Ticker Research
Login
Free Trial
Questions?
"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
valuation date for member withdrawals
Withdrawals are based on the number of units a member has in the club on the date of death or ...
Change Partner to partners Trust
HavingA a members account titled in the name of a trust will mean you cannot "opt out" of the CPAR ...
Selling stock but have one club member not participate?
We have a problem with selling stocks with huge gains. By the time everyone agrees to sell the gain turns ...
Change email preferences?
You can unsubscribe from this list using the Unsubscribe link in the signature block below. Laurie Frederiksen Invest with your ...
Change Partner to partners Trust
This may cause your partnership to no longer be able to opt out of the Centralized Partnership Audit Requirements. Please ...
Strong Passwords
Thank you for all the info. Something I have been lax on and need to improve. On May 21, 2020, ...
Join the Club Cafe Discussion List
Top Club Holdings
 |
AAPL | 57% |
 |
AMZN | 35% |
 |
DIS | 32% |
 |
MSFT | 28% |
 |
V | 27% |
 |
FB | 21% |
 |
COST | 19% |
 |
GOOGL | 18% |
 |
BRKB | 17% |
 |
GOOG | 17% |
| Club Index |
Average Portfolio:
$
182,307
Club Home Pages
| Puget Sound BetterInvesting Model Investment Club |
| North Texas Model Investment Club |
| Beginner's Investment Group |
| Blue Moon Investments |
| Wealthmasters |