This is the timetotrade help wiki. Use the timetotrade Trigger Trading Technology™ to execute your trades when Price, Candle Stick, Trend Line, Volume and Technical Analysis chart conditions are met - no coding required. Trade directly in the world’s global markets. Backtest your Trading Strategies. Calculate your UK HMRC Capital Gains Tax liabilities. Manage your Investment Club. Create a FREE account today.

Investment Club Software

UK's leading on-line Investment Club accounting software

timetotrade is the UK's leading on-line Investment Club management software, enabling thousands of Investment Clubs to:

  • Unit Valuation System for managing member subscriptions
  • Members can quickly log in to view the value of their units
  • Set member roles and privileges for example to execute trades or update club accounts, or simply view the club portfolio
  • Keep track of the club's current and historical unit valuation
  • Generate detailed reports on investment and member unit transactions
  • Club members can directly fund your timetotrade trading account, removing the need to open a bank account
  • Automaticaly updated Unit Valuation System when member subscriptions are paid into or withdrawn from the Club Trading Account
  • Generate UK HMRC Investment Club member tax returns
  • All the tools you need to set up and run a successful investment club

Get started now and apply for an Investment Club Trading Account. Should your club decide to open an 'All Member' Trading account the benefits include:

  • Member subscriptions are paid directly into your TimeToTrade trading account making them immediately available for trading
  • Member subscriptions and withdrawals automatically update member unit holdings
  • Investment transactions, dividends and share reorganisations are automatically updated based on trades executed via TimeToTrade
  • No more monthly bank and club account reconciliations to calculate the club unit value as this happens automatically
  • The club does not require a bank account therefore reducing compliance issues and making funds immediately available for trading
  • Online solution for authorising club members, therefore the club secretary does not have to spend weeks, if not months, gathering documentation from club members
  • Club Management solution whereby all club members can log in to view their unit holdings, valuation and performance
  • Roles and privileges can be set to provide varying levels of functionality to each member e.g. assign which members can trade
  • TimeToTrade is a web based platform therefore removing the issue of individual member computer's breaking, while provide ready access to all club members
  • Club Members can log in and view tax liabilities, then generate current and historical tax returns and reports at any point in time
  • The role of the treasurer is to audit the club accounts, therefore making it easier to transfer the role between members
  • Peace of mind knowing that member units are being correctly apportioned based on accurate unit valuation as this is automatically processed by TimeToTrade

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
  • Generate UK HMRC Form 185(New)

All of this and more is free when you open a funded Investment Club Trading Account.

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
    • Europe
    • US
  • 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 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 and European 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.

If you open a Club Member Trading account, member subscriptions and withdrawals are used to automatically update the Unit Valuation System. When combined with your portfolio, dividend and share reorganisations being automatically updated, this takes a lot of pressure of the Club Treasurer, freeing up more time to select investments and manage your portfolio.

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 and European 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 supports UK HMRC 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.

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

[*] Form 185 and the UK Capital Gains Tax Calculator are part of the Pro Package - you will need to <a href='https://timetotrade.eu/signup.php Open a Trading Account] or subscribe to the timetotrade PRO package to access these products.

It has never been easier to execute your trading strategy. Our Trigger Trading Technology™ means you can now automatically execute your trades directly in the world’s global markets.

You need never miss a trading opportunity again!

Do you want to:

  • buy when your technical analysis chart conditions are met? Really buy, not just get an email or sms alert?
  • or sell when a support trend line is broken?
  • or back-test your strategy going back as far as 30 years?

Timetotrade's Trigger Trading Technology™ is truly game changing. It gives you a trading advantage. The power to take your trading to a new level.

Open a FREE timetotrade account today to:

  • Trade UK, US and European Shares - apply now
  • Execute trades when your Price, Candlestick, Trend Line, Volume and Technical Analysis chart conditions are met using the Trigger Trading Technology™ - learn more - help video
  • Email and SMS Trigger Trading™ Alerts - learn more
  • Trade Off The Chart - learn more
  • Back Test Trading Strategies with up to 30 years of historical data - learn more
  • Create Simulated Trading Accounts to test your Trigger Trading™ Strategies - learn more
  • Real time Forex, UK, European and US stock market data - learn more
  • 170+ Technical Analysis and Candlestick Pattern Indicators - learn more
  • All the tools you need to set up and run a successful investment club - learn more
  • Manage your Portfolio and calculate UK HMRC Capital Gains liabilities and SA 108 CGT Tax Returns - learn more
  • Create Trading Competitions for you and your friends - learn more
  • Apply for a trading account today and get the Pro Package for FREE - apply now

Apply now to try our superb platform and get your trading advantage.

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.

All services are provided by Mercor Index Ltd. Timetotrade is a trading name of Mercor Index Ltd (a company registered in England and Wales under number 9479466). Our Registered address is 34-36 St Georges Road, Brighton, BN2 1ED. Mercor Index Ltd is authorised and regulated by the Financial Conduct Authority number 679941.

The trading services offered by Mercor Index Ltd are not available to residents of the United States and are not intended for the use of any person in any country where such services would be contrary to local laws or regulations. Subscriptions to timetotrade products are available if you are not eligible for trading services.

Retrieved from "?title=Investment_Club_Software&oldid=37392"