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
disbanding
The final return is due two and a half months after dissolution (not three and a half). While you can ...
disbanding
Why are you going to sell all of your stocks? Why don't you just split up the stocks and cash ...
Investment Clubs using www.folioinvesting.com as their online broker
I am the treasurer and just make a copy of the deposit slip each month with all members names on ...
Email Housekeeping
Hi All, Do you or any members of your club have an old email address associated with your bivio account? ...
Best Brokerage Company
We were with Scottrade for almost fifteen years until they recently were taken over by TDAmeritrade. TD is fairly new ...
Partnership Representative--verbiage for bylaws change?
We are wondering if anyone has copies of verbiage they have used for defining the position of Partnership Representative in ...
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Top Club Holdings
 |
AAPL | 58% |
 |
AMZN | 29% |
 |
FB | 24% |
 |
V | 23% |
 |
DIS | 20% |
 |
CTSH | 18% |
 |
SBUX | 18% |
 |
MSFT | 17% |
 |
GOOGL | 17% |
 |
JNJ | 16% |
| Club Index |
Average Portfolio:
$
168,503
Club Home Pages
| PACIFIC INVESTORS |
| Los Angeles Chapter Model Investment Club |
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| NorthernTraders Model Investment Club |
| Destined For Success Investment Club |