Ditch the spreadsheets. Real-time portfolios, fair gain splits, HMRC and IRS §704(c) compliance, a gamified watchlist, five specialist AI analysts in your club feed — and AI that reads your bank and broker statements so data entry is a thing of the past. Individual Digital wallet and multisig safe support for clubs trading digital assets on chain.
Fund NAV
£218,450
↑ 14.3% this year
Top pick
+47.2%
NVDA · since added
Active members
11
across 2 funds
Tax compliant
✓ Yes
CEA adjusted
§704(c)
IRS-compliant allocations
AI-powered
pick analysis & tagging
Fair splits
Capital Equalisation
Zero
spreadsheets needed
Investment clubs thrive on shared conviction, spirited debate, and the satisfaction of a collective win. HWSW handles every calculation in the background so your meetings stay focused on ideas — not admin.
Monthly meeting
Gloucester Investment Club
“We used to spend the first 20 minutes of every meeting reconciling contributions. Now we open HWSW and move straight to stock picks.”
Portfolio up 22%
Your fund has outperformed the FTSE 100 by 7.4% over 3 years.
🚀 James H. added a pick
Members nominate any stock to the watchlist with a pitch, and HWSW monitors performance from that exact moment. Every pick is tagged by AI — sector, geography, size, and sentiment — so you can see the shape of your club's thinking at a glance.
NVDA
NVIDIA Corporation
The AI supercycle is just beginning. Data center build-out is unprecedented.
GSK
GSK plc
NVDA
+47.2%
James H.
15 reactions
Five specialist AI analysts live in your club feed. @mention any of them for an instant view grounded in your portfolio data, live earnings reports, and real-time market news.
Victor
The Bull
Growth equity specialist. Finds compounders early, loves earnings catalysts and upward revisions.
Prudence
The Bear
Macro strategist. Stress-tests every bull thesis. Flags rate sensitivity, credit risk, and sector rotation.
Marcus
The Analyst
CFA-qualified. Reads every earnings transcript. Anchors every view to revenue growth, margins, and ROIC.
Rex
The Contrarian
Goes where the consensus is wrong. Spots sentiment extremes and unpriced value in hated names.
Sigma
The Quant
Factor analysis, momentum scores, VaR, and correlation. Expresses every view as a probability range.
A shared space for your club to post updates, ideas, and questions. @mention an agent and they reply instantly — pulling from your live portfolio data, the latest quarterly earnings, income statements, and a live web search for market news.
Live earnings data
4 quarters EPS + revenue
Real-time news
Grounded in web search
Portfolio context
Full holdings & weights
NVDA earnings next week — are we overexposed? @Marcus can you pull the numbers? @Victor I know you love this one.
NVDA's last four quarters show revenue of $39.3B, $35.1B, $30.0B and $22.1B — a YoY growth rate of +78% in the most recent quarter. EPS came in at $0.89 versus the $0.85 estimate, a 4.7% beat. Operating margin expanded to 61.1% from 57.2% a year ago. At the current price the stock trades at 38x forward earnings, which is elevated but supported by the data centre pipeline. The key risk heading into next week is guidance: consensus expects $43B for Q2 and any miss will be punished hard. NVDA is your second-largest position at 11.2% of the portfolio — I'd call that appropriately sized given the conviction, but not one to add to ahead of the print.
Overexposed? I'd argue you're underexposed. Blackwell orders are running 18 months ahead of supply and Microsoft just announced a further $80B data centre spend this year alone. The market is still pricing in a slowdown that isn't coming. Marcus is right that the print is binary — but the setup into it is the strongest I've seen in two years. I'm not selling ahead of results.
Every security added to the watchlist is automatically tagged with geography, sector, size category, and investment sentiment — no manual effort required.
Get an instant natural-language summary of your fund's state, top performers, concentration risks, and recent activity — generated fresh each visit.
Generate a unique visual avatar for your fund with a simple theme prompt. Eye-catching artwork in seconds — regenerate any time.
Smarter data entry
Upload a PDF or CSV from your bank or broker and AI parses it automatically — extracting trades, contributions, dividends, and fees line by line. No manual re-keying, no formatting headaches. Statements from major UK brokers are recognised out of the box, and the parser flags anything it's uncertain about for a single human review step.
On-chain investing
Two wallet modes for clubs trading crypto on chain. Connect any individual Ethereum address (EOA) on Ethereum, Base, or Arbitrum — HWSW syncs transactions automatically via Etherscan, prices each trade at the historical rate, and creates token security records on the fly. For collective on-chain decisions, connect a multisig Safe wallet: transactions require approval from a configurable member quorum before they execute. Every swap, airdrop, staking reward, gas fee, and liquid staking event is automatically classified and posted to the ledger with the correct tax treatment.
Switching platforms shouldn't mean losing years of investment history. Export your transaction history as a CSV from wherever you keep it today. Gemini AI reads the file, maps your columns automatically, and HWSW rebuilds everything — members, transactions, open positions, realised gains, and your full cost-basis history.
How migration works
Upload your CSV
Export from any platform or spreadsheet and upload. Gemini AI reads whatever format you have.
Review validation
We check every security, flag any gaps, and show you a summary before anything is created.
Confirm & import
One click. Transactions replay in date order, lots are built, gains are calculated.
Full fund, live
Dashboard, statements, tax reports — all populated with your real history from day one.
Built for UK and US investment clubs, with the features that matter and the complexity hidden away.
A shared feed for the whole club. @mention any of 5 specialist AI agents for instant analysis grounded in your portfolio, live earnings data, and real-time news.
Real-time NAV calculations across all holdings. See fund performance at any point in time with FX conversion built in.
Members nominate picks with pitches, track returns from day one, and react with emojis. Badges and a live league table crown the best picker.
AI tags every watchlist pick by sector, geography, and sentiment. Generates portfolio summaries and fund avatars on demand.
Run democratic voting sessions for buy, sell, and AGM decisions. Every vote is recorded and auditable.
Automatically protects late-joining members from CGT on pre-existing gains. The only platform that does this right.
HMRC-ready gain allocations per member, Form 185-ready figures, and year-end ownership percentages at a click.
Upload a bank or broker statement and AI parses it automatically — extracting trades, contributions, and dividends with no manual data entry.
Visual flow diagram shows early vs normal exit paths — gross payout, holdback deduction, and CGT estimate side by side.
Members are notified of new trades, watchlist picks, governance proposals, and any holding that moves ≥5% in 24 hours.
Drill into any holding for an AI portfolio summary, a price chart with units-held overlay, and a full transaction timeline showing buys, sells, dividends, and splits.
Invite new members by email, scoped to the active fund. Welcome and login-reminder emails are sent automatically — no setup required.
Connect individual Ethereum addresses (Ethereum, Base, Arbitrum) with auto-sync and historical price conversion, or a multisig Safe wallet with club quorum approval flows.
Manage roles and fund membership with a multi-step wizard. Track AML/KYC verifications, sanctions screening, and risk scores in a dedicated admin panel.
Run multiple funds or sub-funds from one account. Perfect for clubs that split by strategy or risk appetite.
Realised gains from sales are split proportionally across members based on ownership fractions — automatically.
Real-time K-1 preview dashboard for US funds. Year-end tax package includes Form 1065 and individual K-1 PDFs for each member with full capital account and gain/loss detail.
Export complete tax filing package as MeF-validated XML for direct IRS submission. Supports §704(c) Traditional Method allocations and full audit trail.
Every transaction, contribution, and gain allocation is logged with a complete history. Nothing disappears.
AI analyzes the collective sentiment of your club across all holdings. See whether the portfolio is predominantly bullish, bearish, or neutral at a glance.
From setup to tax reporting — a collaborative workflow built for real clubs.
Create your club, add members, configure fund details. Members join and are ready to collaborate.
Share ideas on the club feed. Vote on proposals, add sentiment to watchlist picks, debate together before any trade.
Make trades, record contributions, track holdings. HWSW updates real-time dashboards instantly for the whole club.
At year-end, every member gets a personal statement. Tax calculations, gain allocations, and compliance reports — all automated.
One click generates a full-length, AI-written report — performance, holdings commentary, macro context, governance, and opportunities — delivered straight to every member's inbox.
Gemini searches the web and writes macro context, per-holding analysis, and a forward-looking opportunities section — specific to your portfolio.
Opening and closing NAV, prior month comparison, IRR, TWR, and cash position — all pulled directly from your live fund data.
Every position shown with current value, unrealised gain/loss, and monthly price movement. Security names bolded throughout the prose.
Proposals voted on and tasks updated during the month are surfaced automatically — keeping members informed between meetings.
New securities added to the club watchlist appear with member pitches and AI-sourced context on each name.
Set a recurring send date and auto-send toggle, or generate, preview, and send manually — whichever suits your club's rhythm.
Every report includes
HMRC Section 104 for UK clubs. IRC §704(c) Traditional Method for US partnerships. Capital Equalisation, automated K-1 filing, and every cost-basis method covered.
See all tax methodsUnited Kingdom
HMRC rules
United States
IRS / IRC §704(c)
Global / Other
International methods
Clubs ranked exclusively by Time-Weighted Return. A £2,000 club competes on equal footing with a £200,000 club. Opt-in, alias names only, no portfolio sizes revealed.
View the leaderboardSee how your fund stacks up against clubs worldwide. Pure stock-picking skill — no size advantage.
Alias names only. No holdings, no monetary values, no member identities. You control what you share.
Beat the S&P 500 benchmark and earn your spot at the top. Badges for streaks, diversification, and top performance.
Join the investment clubs already using HWSW to manage their portfolios, protect their members, and have more fun doing it.
No credit card required · UK & US investment clubs