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.

Portfolio Management

Online Portfolio Tracker

With timetotrade you can track your Share, Fund, Forex, Option and Spread-betting investments to get a consolidated view of your performance, determine UK HMRC Capital Gains Tax liabilities and generate related Tax returns for Private Investors and Investment Clubs.

timetotrade provides you with a suite of Portfolio Management tools that include Performance Reports, UK HMRC Capital Gains Tax calculations, automatic asset valuations (including currency conversions for overseas investments), charts plus free real time market data for a range of exchanges.

To learn more:

Portfolio Management

Multiple Portfolios

Keep track of your cash position and investments held in each of your broker, bank and savings accounts - all in one place.

Set up a separate Portfolio Accounts for each of your broker and bank accounts. There is no limit on the number of Portfolio Accounts you can create.

If you hold accounts and investments overseas, timetotrade will automatically convert values using the appropriate exchange rate to give you the overall value of your assets in your local base currency.

To learn more:

Manage Multiple Portfolios

Multiple Currencies

You can set up investment portfolios denominated in a range of currency:

GBP - British Pound
USD - US Dollar
AUD - Australian Dollar
CAD - Canadian Dollar
CHF - Swiss Franc
CZK - Czech Koruna
DKK - Danish Krone
HKD - Hong Kong Dollar
HUF - Hungary Forint
ILS - Israel Shekel
JPY - Japanese Yen
MXN - Mexican Peso
NOK - Norwegian Krone
NZD - New Zealand Dollar
PLN - Poland Zloty
RUB - Russian Ruble
SEK - Swedish Kronor
SGD - Singapore Dollar
THB - Thailand Baht
TRY - Turkey Lira
ZAR - South African Rand

Choose a local base currency for valuing your overall asset position.

To learn more:

Portfolio Base Currency

Automatic Price Updates

Use timetotrade to keep track of how your investment portfolio is performing.

Each position in your portfolio is automatically revalued with the latest prices. A combination of real and 15/20 minute delayed data is available for a broad range of UK, US and European Shares, plus Foreign Exchange Currencies and Precious Metals:

For each position you can see the latest trade price, average cost, number of shares purchased, current value, total profit and percentage profit and the total overall value of your investments in your local base currency.

UK HMRC Capital Gains Tax Calculator

With timetotrade you simply enter details of all of your investment transactions via an easy to use portfolio interface and the system instantly calculates your combined Capital Gains:

From multiple markets (UK, US and European markets supported)
Across multiple broker accounts
In multiple currencies

So you always know exactly where you stand at a glance.

The new timetotrade system automatically completes Forms SA108 and Form 185 ready for you to print and provides you with the supplementary calculations in a pdf format - ready for you to submit along with your completed UK HMRC Capital Gains Tax Form SA108, as now required by HMRC.

The calculator supports the pre and post April 2008 Capital Gains Tax Regime, including the new share matching and share pooling rules, as well as pre-2008 Share Identification rules, indexation for pre-1998 holdings, business and non-business taper relief and offsetting current and brought forward losses against gains to determine your capital gains.

To learn more:

UK HRMC SA108 Capital Gains Tax Return

Share Reorganisations

timetotrade's Share Reorganisation wizard makes light work of:

Share splits & consolidations
Scrip, bonus and capitalisation issues
Rights issues, and open offers
Scrip dividends
Capital Reorganisation Issues
Take-overs and mergers
Spin-offs & demerger

Input some basic parameters into the Share Reorganisation wizard and timetotrade will automatically update your portfolio and make the necessary adjustments to your base cost for Capital Gains Tax calculations.

To learn more:

Share Reorganisations

Import Data

Importing and Exporting historical data is simple with timetotrade.

Save time re-keying your historical transactions. You can import data at any stage by clicking the import function which can be found at the bottom right hand side of each of your portfolio accounts income/expenditure pages.

Use the 'Browse' button to select the csv file from your computer that you wish to upload. When you have selected the appropriate file, click the import button - simple!.

Data in your csv spreadsheet must be presented in a very specific format. See the Import Manual for further information.

To learn more:

Import Manual

All in one place...

Once you have set up your own timetotrade account, each time you log in to your private account, the first page you see is your own personal 'Summary' page, providing you with an instant snap shot summary of the value of all of your open portfolio positions, your asset values and market performance - all in one place.

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 the accuracy, completeness, or timeliness of the information and data on this site and we reserve 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.