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.
Simply record your investment transactions and instantly create reports for analyzing your portfolio holdings and preparing your tax filings.
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.