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Investment Club Software

UK's leading on-line Investment Club accounting software

timetotrade is the UK's leading on-line Investment Club accounting software, enabling thousands of 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 or one off purchase)

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 Watch List
  • Document library
  • Price and technical charts:
    • Forex
    • UK (LSE, CHI-X)
    • India (National Stock Exchange of India)
    • Singapore (Singapore Exchange)
  • Create Price and Technical Indicator alerts

To learn more:

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.

Investment Club Software Summary1.png

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.

Investment Club Software Member Management.png

To learn more:

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, option, forex and spreadbet transactions, with automatic portfolio updates for and extensive range of UK, US, European and Indian shares including Currencies and Precious Metals. 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 treasurer.

Investment Club Software Investments.png

To learn more:

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 Treasurer.

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 treasurer.

Investment Club Software Unit Value.png

To learn more:

View Price and Technical Indicator Charts and Create Alerts

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.

Mutiple alert triggers 1.png

To learn more:

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.

Investment club directory.png

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: Contact Us.

This is a free service for all Investment Clubs

Automatically Generate UK HMRC Form 185

UK HMRC Form 185 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 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 HMRC regulations.

Investment Club Form 185 (New).png Investment Club Software Capital Gains.png

[*] Form 185 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.Form 185 is also available as a one off purchase.

Open a FREE timetotrade account today to:

  • Email and SMS Alerts when your Price, Candlestick Patterns, Trend Line, Volume and Technical Analysis chart conditions are met - learn more
  • Demo Trade your Alert based Trigger Trading™ Strategies - learn more - help video
  • Demo Trade Off The Chart - learn more
  • Back Test Trading Strategies - learn more
  • Create Simulated Trading Accounts to test your Alert Based Trading Strategies - learn more
  • Free real time price data for Forex and a selection of Stock Exchanges - learn more
  • 170+ Technical Analysis and Candlestick Pattern Indicators - learn more
  • Manage your Investment Club and generate UK HMRC Investment Club Tax Return Form 185 - learn more
  • Manage your Portfolio and calculate UK HMRC Capital Gains liabilities and SA 108 CGT Return - learn more
  • Create Trading Competitions for you and your friends - learn more

Disclaimer: The information and data provided is for educational and informational purposes only. Interpretation and use of the information and data provided is at the user's own risk. All information and 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 information and data is provided "as is" without warranty of any kind. We make no representations as to accuracy, completeness, or timeliness of the information and 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. Trading carries a high level of risk to your capital and can result in losses that exceed your deposits. It may not be suitable for everyone so please ensure you fully understand the risks involved.

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