For Private Investors & Investment Clubs

"Collectively manage the full cycle of your investments - from acquisition through to tax planning and investment disposal"

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New! Web Seminars

Looking to develop your investment skills, understand taxation issues, learn more about alternative investments and strategies, or how to get the best out of timetotrade?

To register to attend upcoming web seminars or view archived presentations click on one of the following links:

bullet Upcoming Web Seminars

bullet Archived Web Seminars

timetotrade News

New timetotrade platform!
Tools include:

bullet CGT and Income Tax.

bullet Performance reporting.

bullet Support for new currencies and fractional shares.

bullet Support for business and non-business assets.

timetotrade overview video

Tax Management

Use timetotrade to manage your tax planning and determine your tax liabilities:

bullet Determine your Capital Gains Tax liabilities at a glance and model disposals to maximise your annual exemptions and losses.

bullet Generate the information required to complete UK Inland Revenue Capital Gains (SA108) and Income tax (SA100) Self Assessment returns.


Journal & Document Library

bullet Capture research to help define your trading strategy.

bullet Collaborate with investment club members on investment decisions in your private club forum.

bullet Upload and archive, spreadsheets, PDF's, club meeting minutes and constitution, and embed images or charts.


Stay Connected

Anytime anywhere access to your investments from any web enabled device, be it by personal computer, mobile phone of PDA

Portfolio Management

bullet Quickly import historical investment transaction data from multiple broker accounts.

bullet Collectively manage positions, valuations, investment performance and tax liabilities.

bullet Supports an extensive range of investment types and currencies.

bullet Automatic UK & US portfolio price updates.


Performance Reporting

bullet Integrated view of investments to ascertain your true performance.

bullet Generate overall performance reports for multiple portfolios and drill down to a specific portfolio or stock within a portfolio.

bullet View an extensive range of performance metrics such as internal rates of return, return on investment, realised profits, sector allocation, asset allocation, dividend yields.

bullet Compare your performance against specific market sectors or indices.

Price & Technical Charts & Alerts

bullet View price and technical analysis charts.

bullet Create investment alerts against price and technical indicators which can be sent to you by mobile phone, email or instant messenger.


Investment Clubs

UK's leading on-line investment club management software.

bullet Manage member subscriptions withdrawals, unit valuation and generate UK Inland Revenue Form 185(new) tax return.

bullet Online summary of each club member’s investments each time they log in i.e. value of their units, daily change in unit value etc.

bullet Generate detailed reports on investment transactions, unit value performance and return on investment.

bullet Manage club roles, responsibilities and access privileges.

bullet View apportioned Capital Gains and Income tax for completing members Self Assessment tax returns.