The accounting and club management platform of choice for the majority of American investment clubs.

This comprehensive software helps investment clubs organize and track their finances and prepare tax forms in accordance with federal tax law, offers a robust and comprehensive partnership accounting engine, along with a growing suite of tools for stock portfolio management and club operations.  

Key Features: 

  • 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 TD Ameritrade and Charles Schwab.
  • 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.​ Annual Plan  $87.99​ Two Year Plan:  $142.99 (Best Value) 

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