Private Investor User Manual

From Timetotrade

Contents 1 GETTING STARTED 2 SUMMARY 3 WATCHLIST 4 CHARTS 5 THE RIVER 6 ACCOUNTS 7 PROFILE 8 HELP 9 Further Reading

GETTING STARTED

1. timetotrade [Demo Video] - see timetotrade in action
2. Introduction
3. Creating Your Private Account
4. 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

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

ACCOUNTS

• Ledgers

1. Ledgers overview
2. How can I edit an existing ledger
3. How do I add additional ledgers
4. How can I delete a ledger
5. Simulated trading ledgers
6. How can I transfer funds between Ledgers
7. Why are the Ledger totals in One Currency
8. How do I exclude a ledger, such as 'Petty Cash' from unit valuation calculations
9. Date Function
10. What should I do if I want to import historical accounts and unit transactions
11. Share Reorganisation
12. How can I import historical transactions from Spread Sheets
13. How can I export my Ledger to a Spread Sheet
14. 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 or delete an income or expenditure entry
4. How to change the opening balance [Help Video]
5. 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 or delete an investment transaction
6. How to edit the last trade price for unit valuations
7. How to generate an Investments report
8. How is the average price calculated
9. Different methods of calculating cost

• 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 edit historical unit transactions
8. What should I do if I want to import historical accounts and unit transactions
9. How to edit the last trade price for unit valuations
10. How do I exclude a ledger, such as 'Petty Cash' from unit valuation calculations
11. Do I have to rebase the unit price
12. Why Unit Valuation should not be used to Compare Investment Performance

• 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

HELP

• How to use the Wiki

If after reviewing this user manual you feel as if you need more help, please search this Help Wiki or contact us:

• Contact us

Further Reading

• Capital Gains Tax User Manual
• Investment Club User Manual
• Frequently Asked Questions
• The Knowledge

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• timetotrade is where private investors and investment clubs manage investment affairs. Consolidate and manage your investments, calculate your Capital Gains and Income tax liabilities, track performance and asset allocation, keep a trading journal, access professional trading tools and create alerts to avoid missed trading opportunities. Click here to create a FREE timetotrade account.