Canadian Investment Accounting and Tax Software
Trader’s Edge is a cloud-based investment accounting and tax platform designed for Canadian investors. With investments in diverse asset classes such as real estate, stocks, bonds, mutual funds, LPs etc., and increasingly private equity, there is a need to centralize all these holdings and their tax costs. Investors are also now maintaining accounts at multiple brokerages resulting in no consolidation of reports as broker systems are unconnected. This affects all of the investor stakeholders: the accountant, lawyer, financial and estate planner. Get a holistic view of all your investment assets, essential today for effective wealth and estate management. Get rid of cumbersome spreadsheets and manual processes for investment accounting. Whether you are an independent investor, a professional CPA accountant or an advisor for client investments, you will benefit from the time saving advantage of Trader’s Edge.
Canadian Investment Portfolio Management
Simply record your investment transactions and instantly create reports for analyzing your portfolio holdings and preparing your tax filings.
Why Trader's Edge?
Automate manual processes
Eliminate repetitive tasks, version errors & data inconsistencies
Multi-currency support
Record transactions in foreign accounts and system will correctly convert to Canadian dollars
Support diverse portfolios
Full range of Financial Instruments and Asset Classes, including private equity
Consolidate investment reporting
Consolidate investments from multiple brokers, multiple accounts and private funds
Replace Excel spreadsheets
Daily security pricing, portfolio valuation & reporting all in one spot
Technical support
Free telephone and email technical support
Whether you are a Do-It-Yourself investor, a professional accountant working on behalf of your clients, or a small private equity firm, you will benefit from the power of Trader's Edge.
Features for Portfolio Management
- Buying and selling of securities
- Dividends – eligible and non-eligible
- Interest income – foreign and domestic
- Capital gain distributions
- Interest expense and withholding taxes
- Mutual fund distributions & reinvestments
- Special ACB adjustments and stock splits
- Common and preferred stocks
- Mutual funds, options, and warrants
- Bonds, T-bills & fixed income
- Private equity shares
- Limited partnership units
- Private mortgages
- Real estate
- Portfolio, Transactions, Continuity
- Capital Gains, Foreign Income, T1135
- Convert foreign currency securities to CAD
- Comply with Canadian tax reporting needs
- Filter by Dates, Accounts, Securities …
- Export to PDF, Excel, and CSV
Features for Portfolio Management
- Buying and selling of securities
- Dividends – eligible and non-eligible
- Interest income – foreign and domestic
- Capital gain distributions
- Interest expense and withholding taxes
- Mutual fund distributions & reinvestments
- Special ACB adjustments and stock splits
- Common and preferred stocks
- Mutual funds, options, and warrants
- Bonds, T-bills & fixed income
- Private equity shares
- Limited partnership units
- Private mortgages
- Real estate
- Portfolio, Transactions, Continuity
- Capital Gains, Foreign Income, T1135
- Convert foreign currency securities to CAD
- Comply with Canadian tax reporting needs
- Filter by Dates, Accounts, Securities …
- Export to PDF, Excel, and CSV
PLEASE SELECT FROM ONE OF OUR STANDARD PLANS
- Investor refers to the taxable entity for the subscriber, so 1 investor is one person or one; corporation, 10 investors lets you record 10 different taxable entities each of whom could have several brokerage accounts or investments;
- Assets refers to the aggregate cost of all the investor portfolios in the selected plan, if limit reach the subscriber can move to the next level;
- If you requirements are > 25 investors or assets >25 million, please call for special plans;
- Subscriptions are cancelable at any time, although the account active till the term ends;
- Subscription plan terms and prices are subject to change over time.
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Our Story:
Traders Edge was created and developed by Sharad Goel, a Chartered Professional Accountant in Toronto. This pioneering personal finance tool has been marketed to the Canadian investor community for over 30 years, however, only recently as a web-app. It has proven to be a reliable tool for independent investors to organize and managing their own investments and as well as professional advisors to help organize and manage client’s increasingly complex investment portfolios. It has been designed for the unique reporting requirements for Canadians to prepare their investment tax information using average cost basis and conversion of foreign securities to Canadian dollars. This is increasingly a great resource for accounting firms at tax time and ongoing monitoring and advisory services.
