Investment Club User Manual

GETTING STARTED

1. Register Your Investment Club
2. How to Invite Members [Help Video]
3. How to Manage Member Roles [Help Video]
4. How to Set Member Privileges [Help Video]
5. How to Manage Member History
6. How to Edit Member History
7. How to Delete Member History
8. What should I do if I have been invited to join an investment club account
9. What should I do if I do not receive my activation email

SUMMARY

1. Summary overview

WATCHLIST

1. Watchlist overview [Help Video]
2. How do I add/delete a stock/option to my watchlists?
3. How do I view stock trading on the London Stock Exchange?
4. Commonly used Market and Index symbols [Help Video]
5. How can I filter my watchlists?
6. How can I change my watchlist fields?

CHARTS

1. Charts overview
2. How do I change the chart parameters [Help Video]
3. How can I resize the charts on the Chart tab? [Help Video]
4. Commonly used Market and Index symbols [Help Video]
5. How to look up Stock symbols?
6. How do I enter US Option Symbols?

• Working with Alerts

1. Creating an Alert [Help Video]
2. Notification Methods [Help Video]
3. How to delete an Alert?
4. How to activate a paused Alert?
5. How to pause an active Alert?
6. Alert History
7. Alert event history
8. Alert Summary

• Chart types & Alert triggers explained

1. Bollinger Bands
2. Exponential Moving Average
3. MACD
4. Moving Average
5. Price
6. RSI
7. Stochastic
8. Two Exponential Moving Averages
9. Two Moving Averages
10. Volume

• Alert Summary tab

1. View a Current Chart
2. How to delete an Alert?
3. How to activate a paused Alert?
4. How to pause an active Alert?
5. Historical Information
6. Notification

THE RIVER

1. The River
2. Choose which news feeds and sources you wish to receive
3. Search for Content
4. Sort by most recent, most read or most commented articles
5. Create your own public and private forum posts
6. Comment on articles or posts
7. Rate articles as bullish, bearish or neutral in sentiment
8. Add Tags, to enable users to quickly find specific content
9. Catch articles of interest in Nets
10. Save your favourite articles to folders for future reference

ACCOUNTS

• Ledgers

1. "Main" Ledger Overview
2. Setting your Portfolio Base Currency
3. Add Accounts to your Portfolio
4. Portfolo overview
5. How can I edit an existing ledger
6. How do I add additional ledgers
7. How can I delete a ledger
8. How can I transfer funds between Ledgers
9. Simulated trading ledgers
10. Why are the Ledger totals in One Currency
11. How do I exclude a ledger, such as 'Petty Cash' from unit valuation calculations
12. Date Function
13. What should I do if I want to import historical accounts and unit transactions
14. Share Reorganisation
15. How can I import historical transactions from Spread Sheets
16. How can I import historical transactions from COW or iValuation
17. How can I export my Ledger to a Spread Sheet
18. UK Company Names & Ticker Symbols

• Income & Expenditure Transactions

1. Income & Expenditure overview
2. How to add an income or expenditure entry to a ledger
3. How to edit an income or expenditure entry
4. How to delete an income or expenditure entry
5. How to change the opening balance [Help Video]
6. How to generate an Income & Expenditure report

• Investment Transactions

1. Investments overview
2. How to add a share transaction to a ledger
3. How to add an option transaction to a ledger
4. How to add a dividend transaction to a ledger
5. How to edit an investment transaction
6. How to delete an investment transaction
7. How to edit the last trade price for unit valuations
8. How to generate an Investments report
9. How is the average price calculated

• Taxation

1. Capital Gains tax
2. Income tax
3. Form 185(new)

• UVS (Unit Valuation System)

1. Unit Valuation System overview
2. Unit Cancellation overview
3. Unit Value calculation tutorial
4. How to add individual unit transactions
5. How to enter unit sales for member withdrawals
6. How to add monthly club member subscriptions
7. How to add historical unit transactions
8. How to edit historical unit transactions
9. What should I do if I want to import historical accounts and unit transactions
10. How to edit the last trade price for unit valuations
11. How do I exclude a ledger, such as 'Petty Cash' from unit valuation calculations
12. Do I have to rebase the unit price
13. Why Unit Valuation should not be used to Compare Investment Performance

• Performance Reporting

1. Performance Reporting overview

• Reports

1. Report overview
2. Form 185(new)
3. How are gains & income distributed between Investment Club members when generating Form 185(New)

• Settings

1. Settings overview
2. How do I change the default main ledger
3. How can I apply standard penalties to member withdrawals
4. How do I set up a 'Petty Cash' ledger that is outside the UVS calculations?
5. How can I apply standard brokerage fees to member subscriptions

PROFILE

• Profile overview

• Notification Methods

1. Notification Methods

• Note Subscriptions

1. Note Subscriptions

• Club Profile

1. Club profile overview
2. How to invite new club members to join your club account
3. How to remove a club member from your club account
4. What do I do if I have been invited to join an investment club account
5. How to change a club member role
6. What do the user privileges mean
7. How to set user privileges