Dashboard
Welcome to the White Horse Investment Club members portal.
Portfolio (Quoted)
Current quoted investment holdings as reported by Charles Stanley.
No portfolio data loaded yet.
The club administrator can upload the broker spreadsheet using the panel above.
Performance Analysis (Quoted)
Per-holding capital return and relative performance vs the FTSE All-Share, as reported by Charles Stanley.
No performance data loaded yet.
Upload the broker spreadsheet in the Portfolio section to populate this page.
Accounts
Club financial records, member contributions, and transaction history.
Sector Valuations (Quoted)
Portfolio breakdown by sector, sourced from the Accounts spreadsheet (Sector Valuation sheet).
Unquoted Investments
Private and unquoted investment holdings of the White Horse Investment Club.
Research
Investment research, stock analysis, and watchlist. All members may add research.
🔍 Stock Research Tool
Look up a company for quick analysis data.
🤖 Ask Claude
Ask any financial question — company analysis, sector trends, UK tax implications, investment concepts. Answered by Claude AI, tailored for WHIC.
Responses may take up to one minute.
Claude’s responses are for research and informational purposes only and do not constitute regulated financial advice. Always conduct your own due diligence before making investment decisions.
📋 Research Library of member uploads (most recent first)
Pre-Meeting Reports
Investment & Divestment Actions
📈 Member Investment Ideas, Suggestions & Proposals
Any member can add a proposal for the next meeting. Up to 8 proposals across both cards. Proposals are cleared when new minutes are uploaded.
📉 Member Divestment Ideas, Suggestions & Proposals
Any member can propose a divestment for discussion. Proposals are cleared when new minutes are uploaded.
👥 If you are logged in, your username will be used to attribute any proposal you submit.
💡 Decision Log Auto-extracted from Meeting Minutes
A chronological record of all investment and divestment decisions recorded in meeting minutes.
Hindsight
How have sales made in the last 12 months performed?
Currencies
Meeting Minutes
Official records of club meetings. Search across all minutes or click any entry to read.
🔍 Search Minutes
📝 Minutes Archive
Admin & Documents
Club governance documents, rules, and administrative resources.
📌 Governance and Important Documents
No documents uploaded yet.
👥 Club Members
Drawn from Member Management. Admin can reorder and edit roles & joining dates.
Loading…
📅 Extraordinary WHIC meetings and other WHIC relevant events
Loading…
Member Management
Add, edit and remove members. Toggle editing privileges per section.
👥 Club Members
| Name | Username | Password | Section Privileges | Last Login | Actions | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
📅 Next Meeting Override
Use this to correct the meeting details shown on the Dashboard if the date, time, or venue has changed since the last minutes were uploaded. The override takes priority over the minutes. Clear it once new minutes are in place.
ℹ Notes
Research & Investment Actions (proposals) are always open to all logged-in members — no privilege required.
Meeting Minutes privilege should be given only to the Secretary (or whoever uploads minutes).
Admin privilege gives access to Member Management and all sections.
Storage: Member data is saved in this browser. Use Export/Import to back up or move to another device.