Library | FAQ

FAQ - Running a Club

Q. How Do I Register My Club's Details?
A. Click on the white text link in the top right hand corner of the site marked register (this is always visible) or click here . From here, you will be asked to go through 2 simple stages.
Stage One simply asks you to enter your club details such as your clubs name, number of members etc. Please try and have these details to hand.
That is all - the club is registered. Now an email will be automatically sent to you. Once you have logged in you can add members to your club.




Q. How Do I Login & view my Club's Details?
A. Click on the white text link in the top right hand corner of the site marked Login (this is always visible) or click here .
You will be presented with the login screen. Please use the login details you have received in the email from us.
Note - If you are an existing proshareclubs user logging into this 'new' site for the first time, please enter the login details supplied in the letter you have received from us.
Once you have logged in, you will be presented with your homepage which includes a current valuation of your club's portfolio.




Q. How Can I View my Club's Portfolio?
A. You can use the same route as logging in suggested above. You can also click on the tab near the top of the page marked portfolio. You will be asked to login with your details. Once done, you can then view your portfolio.




Q. How Do I Set Up a Portfolio for My Club?
A. You need to be your club's Administration user in order to do this.
Once you have registered your club, you will be asked to set up your Club's Portfolio. Simply follow the onscreen instructions and the service will be set up quickly.




Q. I can't edit My Club Portfolio
A. Only Admin Users have the ability to edit the Club Portfolio. You can tell if you are a Admin User from your Portfolio Valuation page as there should be three bold links at the top of each of the page called Edit My Details, Edit My Club and Edit Club Members. If there is only one link called Edit MY Details, you are not an Admin User.




Q. Portfolio Questions (Please remember only Admin Users can amend Club Portfolios)

i.

Add an instrument
Click on the Add equities to your portfolio link - this will open a pop-up window through which you can find and then 
select instruments to add.

ii.

Delete an instrument
Click on the red cross to the left hand side of the particular instrument. That will remove the instrument.

iii.

Add a transaction
Click on the trade link to the right hand side of the instrument you wish to trade. This will open up the transaction page, into which you can enter all the details of your trade including commission.

iv.

Amend a transaction
Click on the history link to the right hand side of the particular instrument. This brings up a list of trades done in that instrument. On this page click on the edit link next to the specific trade. The Edit Transaction screen appears and now you can amend trade details including the date.




Q. How Can I Receive Updates on our Club's Portfolio Performance?
A. ProShareClubs.co.uk has the facility to allow you and all your club members to receive a regular email showing you how your club's portfolio has performed. Your club admin user can arrange this service for you when he/she registers your club.




Q. How Can I find a Company to Research?
A. Click on the tab marked Investment Research. On the page that appears, type in the company name (or 3-4 letter symbol if you know it) you are after. From the list of matches that appear, click on the company you want. You will then be taken to the relevant Company Research page, where you can view latest prices, news and charts.




Q. How do I Add A Member?
A. Only Admin Users have the ability to add/delete members. You can tell if you are a Admin User from your Portfolio Valuation page as there should be three bold links at the top of each of the page called Edit My Details, Edit My Club and Edit Club Members. If there is only one link called Edit MY Details, you are not an Admin User.

To add a member, click on the link marked 'Edit Club Members' on the Portfolio Valuation page. This opens the 'My Club Members' screen. On this screen, click on the link near the top of the page called 'To add a new member click here'. This opens a new screen called Personal Details into which you type your new member details. Please add a username and password as well as an email address so we can email your new club member their account details.




Q. How do I delete A Member?
A. Only Admin Users have the ability to add/delete members. You can tell if you are a Admin User from your Portfolio Valuation page as there should be three bold links at the top of each of the page called Edit My Details, Edit My Club and Edit Club Members. If there is only one link called Edit MY Details, you are not an Admin User.

To delete a member, click on the link marked 'Edit Club Members' on the Portfolio Valuation page. This opens the 'My Club Members' screen. Next to the member you wish to remove, click on the the word delete. By pressing 'ok' on the confirmation window that appears you will delete this member from your club.




Q. I can't edit details of other club members?
A. Only Admin Users have the ability to edit details of other club members. You can tell if you are a Admin User from your Portfolio Valuation page as there should be three bold links at the top of each of the page called Edit My Details, Edit My Club and Edit Club Members. If there is only one link called Edit MY Details, you are not an Admin User.

To edit details of other club members, click on the link marked 'Edit Club Members' on the Portfolio Valuation page. This opens the 'My Club Members' screen. Click on the word edit next to the member whose details you wish to amend. The next screen, called Personal Details, allows you to do this.




Q. How do I become an Admin User?
A. Your club's existing Admin User(s) will have to login to the site and then click on the link marked 'Edit Club Members' on the Portfolio Valuation page. This opens the 'My Club Members' screen. On this screen next to your name they should tick the box marked 'Admin User' and then save the changes. When you subsequently login, you should have 3 bold links on your Portfolio Valuation page, signifying you are an Admin User.




Q. What if I don't have an e-mail address or phone number?
ProShare Investment Clubs no longer sends out a quarterly newsletter by post. However, we do now send out a monthly newsletter via e-mail informing you of all the latest news and information for investment clubs. Your e-mail address is required so that we can deliver this to you.

A. If you want to know more information about your email address, telephone numbers and www.proshareclubs.co.uk , please refer to the terms and conditions on the website.




Q. How can I change my details?
A. All club members can now administer their own details, allowing them to both personalise the service they can receive in the future through the website and also to help the general administration of the club. To change any of your personal details, please click on the link marked 'Edit My Details' on the Portfolio Valuation page. This opens the Personal Details screen here you can change your information.




Q. What happened to our club portfolio from the old site?
A. These should be available after you have logged in. If not, please send an email to info@proshareclubs.co.uk indicating what the problem is and we will get back to you.




Q. My username and password don't work?
A. Firstly, you can use the account reminder facility available on every login to request an email to be sent to you confirming what your account details are. Secondly, you can ask your Admin User to send you these as he/she will have access to them. Finally, you can always send an email to info@proshareclubs.co.uk requesting your account details or for an immediate answer call 0207 868 5101 (calls to this number charged at 60p per minute)




Q. I'm trying to add a new member and I have to enter their username and password. What do I enter?
A. You must generate a unique username and password for the new member. We suggest that you enter the member's first initial followed by their surname for a username, and any memorable word for their password.




Q. I need help with my accounting software package?
A. For all questions about accounting software, please visit http://www.ivaluation.co.uk/.




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