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
Edward Jones New Fee Schedule
Sounds like it's time to change to a no fee/low fee brokerage. What you describe is similar to what Merrill ...
Robinhood or E*Trade vs. Schwab
We've used e-trade since our club started in 1997. the transition to JP Morgan has been seamless. We can still ...
SEC and Charles Schwab
The link will not work until you start it with "https:" Just add the "h" in front and it will ...
Annual rate of return
Sent from my iPad On Apr 28, 2024, at 11:36 PM, Jack Ranby via bivio.com <user*15792700001@bivio.com> wrote: Ron, you ...
Checking...
Marcia, I just saw your email. Can you please email me your question or concerns? Thanks, Beth From: club_cafe@bivio.com <club_cafe@bivio.com> ...
BetterInvesting membership expense?
Thank you Willam, Donna and Ira for your responses to my expense question. This is good info to bring to ...
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Top Club Holdings
 |
AAPL | 64% |
 |
AMZN | 55% |
 |
MSFT | 45% |
 |
NVDA | 32% |
 |
V | 31% |
 |
GOOGL | 28% |
 |
GOOG | 26% |
 |
COST | 25% |
 |
DIS | 19% |
 |
TSLA | 18% |
| Club Index |
Average Portfolio:
$
259,952
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