Investment Club Accounting, Tax Preparation and Management Software
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"I love the new added charts. Very professional and very effective. Greatly appreciate the updates and makes Bivio that much more a valuable resource. We will definitely be renewing our membership subscription."-Frank G., KS
"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
Tax Season Webinars!
Hi everyone, December is flying by. If you missed last week's bivio "Getting Ready for Tax Season" webinar, now would ...
stock gains incuding dividends
Lucille, the dividends and interest your club earns is not the same as Unrealized Gains/Loss. They show up separately on ...
Trust as member
Molly asked: "What is the impact of not being able to opt out of the centralized audit?" A centralized audit ...
Announcing bivio Reports with Charts
Very nice. We'll use them at our next meeting. Thanks for creating them. Helpful. Craig From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf ...
Problems with a deceased mmember's withdrawal
I think the term a€œmaybe 5 yearsa€ tells you all you need to know about the quality of that advice ...
member in different state
While these questions are best answered through Support, I can tell you that your club will NOT need to prepare ...
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Top Club Holdings
 |
AAPL | 64% |
 |
AMZN | 56% |
 |
NVDA | 52% |
 |
MSFT | 47% |
 |
V | 32% |
 |
GOOGL | 30% |
 |
GOOG | 27% |
 |
COST | 26% |
 |
BRKB | 18% |
 |
TSLA | 16% |
| Club Index |
Average Portfolio:
$
284,018
Club Home Pages
| Happy Destiny Investment Club |
| Model Investment Club of St. Louis |
| Aso Rock Investment Group |
| Millenium Investment Group |
| The Perpetual Lush Club |