The accounting and club management platform of choice for most American investment clubs.
This comprehensive software helps investment clubs organize and track their finances and prepare tax forms in accordance with federal tax law, myICLUB.com offers a robust and comprehensive partnership accounting engine, along with a growing suite of tools for stock portfolio management and club operations.
- Wholly private, personalized website for your investment club.
- The only investment club accounting program endorsed by BetterInvesting.
- Full investment club accounting using the unit value system.
- Transactions are viewable by all members, but editable only by the treasurer or other authorized officers.
- BrokerSync to import data each month from popular brokerage firms.
- Online voting tools allow ballots to be shared and tallied in between meetings, or for regular voting for online-only clubs. Ballots are archived for the club's records.
- Club calendar to schedule meetings, add deadlines, and keep track of club activities.
- Portfolio management graphs and reports to provide insights into holdings.
- Wizards to aid in preparing for and wrapping up meetings, and to tackle other complicated tasks.
myICLUB.com Annual Plan $87.99
myICLUB.com Two Year Plan: $152.99 (Best Value)