Investment Club Software
timetotrade is the UK's leading on-line Investment Club accounting software, enabling Investment Clubs to:
- easily manage member subscriptions,
- keep track of the club's unit valuation
- generate detailed reports on investment transactions and performance.
Every member of your Investment Club can view a summary of the club's investment portfolio online at anytime, including the value of their individual units, daily change in unit value, stock charts and more.
timetotrade can be accessed by all investment club members from any computer or mobile phone that has internet access.
CLICK HERE to set up your FREE Investment Club account >>
Investment Club Accounting Software Features:
- Full Investment Club account management
- Manage member subscriptions, withdrawals and unit valuation
- Extensive range of investment types
- Automatic portfolio valuation and price updates
- Supports most currencies
- Assign officer and club roles and manage access privileges
- Apportion Income, Capital Gains and Losses * (subscription)
- Generate UK HMRC Form 185(New) * (subscription)
More than Just Accounting Software:
All club members have access to a private Investment Club website, where they can view:
- Detailed investment club performance reports (including Internal Rate of Return metrics)
- Unit holdings
- Club Watchlist
- Private club forum
- Document library
- Price and technical charts:
- UK (LSE, CHI-X)
- US (NASDAQ, NYSE, AMEX, BATS)
- India (National Stock Exchange of India)
- Singapore (Singapore Exchange)
- Kenya (Nairobi Stock Exchange)
- Create Price and Technical Indicator alerts
Private Investment Club Website
When you create a timetotrade Investment Club Account, you and all of your Investment Club members will have access to your own private password-protected website.
Membership and access to your Investment Club's webpages is by invitation only.
The following is an example of a typical homepage, where all members can quickly view key information relating to the performance of your club's investments, unit value and accounts.
Manage Investment Club Membership & Assign Access Rights
Membership and access to your Investment Club's private webpages is by invitation only.
You choose who to invite, define their club roles and responsibilities and have complete control over each member's access rights and user privileges.
Manage Investment Club Accounts and Track Investment Performance
The timetotrade Investment Club Accounting system is web-based, so everything is managed on-line. As there is no software to download, Executive Committee and Treasurer roles and responsibilites can be easily re-assigned between club members without the need to transfer data and software between computers.
timetotrade automatically back-ups up your data daily - so you don't have to.
The software is intuitive to use and transactions are easy to input. The system supports shares, funds and option transactions, with automatic portfolio updates for UK, US, Indian, Singapore and Kenyan stock markets. You can set up multiple ledgers in different currencies with a variety of transaction types (including long, short and Option position management).
All club members can have access to the private Investment Club website so they can immediately view the club's portfolio, accounts and the value of their units without having to request the information from the treasuer.
Manage Investment Club Subscriptions, Withdrawals and Unit Valuation
timetotrade's web-based software allows you to quickly and easily record member subscriptions and withdrawal payments. Member subscriptions can be used to buy club units on any day and for any amount, giving you and your members complete flexibility. And to make life easier, timetotrade automatically values your portfolio for you and calculates the unit value and number of units purchased or sold - a considerable time saving for any Treasuer.
All club members can be given access to your private Investment Club account so they can immediately view the club's portfolio and the value of their units without having to request the information from the treasuer.
With timetotrade's Investment Club software you and all of your club members will have access to price and technical indicator charts for UK, US, Indian, Singapore and Kenyan markets, on-line, at any time (real time and delayed data).
Your members can also create alerts against price and a variety of technical indicators (Stochastic, MACD, Moving Averages, RSI, Bollinger Bands) which can be sent to your club Traders' email or mobile phone - so that your Investment Club doesn't miss trading opportunities in between club meetings.
Your Own Web Page
Are you looking for new club members? Or looking to meet other local clubs in your area?
Send us details about your Investment Club and we'll add your club to, giving you your very own Personalised Club web page.
The Investment Club Directory is visited by hundreds of investors every day looking to find clubs to join, so send us your details and we'll help you recruit new members.
We are able to customise your web pages to suit you, just email your text, preferred layout, images, logos etc to email@example.com
This is a free service for all Investment Clubs
Automatically Generate UK HMRC Form 185(new)
UK Investment Clubs are required to complete and return Form 185 (New) at the end of each tax year. Form 185 (New) shows each member’s share of capital gains or losses and also sets out his or her share of income derived from UK dividends; overseas dividends; income taxed at investment rate (eg bank account interest); income taxed at investment rate (eg property income distributions (PIDs) from authorised REITs). The club’s income and capital gains/losses must be apportioned among the members and there are special rules for calculating the share of members who join or leave during the year and reported to the HMRC. With so many changes in tax rules in recent years, preparing your club tax returns can be quite onerous - so lettimetotrade take care of it all for you - from managing your unit valuation system to apportioning gains and printing returns.
The timetotrade software gives you the choice to apportion income, gains and losses between club members using either the Simple Unit Holding or Time Weighted Average methods.
The timetotrade accounting system is fully compliant with 2009 Capital Gains Tax rules and supports the new 2008 Capital Gains Tax rules (including same day, bed and breakfasting share pooling) as well as the pre-2008 taper and indexation rules.
UK Investment Club Tax Return Form 185 (new) can be generated at the click of a button - a considerable time saving for any Treasurer. All forms generated are fully compliant with the 2009 HMRC regulations.
[*] Form 185 (New) and the UK Capital Gains Tax Calculator are subscription services - you need to subscribe to the timetotrade ACTIVE or PRO packages to access these products.
timetotrade is where private investors and investment clubs manage investment affairs. Consolidate and manage your investments, calculate your Capital Gains and Income tax liabilities, track performance and asset allocation, keep a trading journal, access professional trading tools and create alerts to avoid missed trading opportunities. Click here to create a FREE timetotrade account.
Disclaimer: The data provided is for educational and informational purposes only. Interpretation and use of the data provided is at the user's own risk. All data on this website is obtained from sources believed to be accurate and reliable. However, errors or omissions are possible due to human and/or mechanical error. All data is provided "as is" without warranty of any kind. We make no representations as to accuracy, completeness, or timeliness of the data on this site and we reserves the right, in its sole discretion and without any obligation, to change, make improvements to, or correct any errors or omissions in any portion of the services at any times. Past performance is not a guarantee of future results.