Simply record your investment transactions and instantly create reports for analyzing your portfolio holdings and preparing your tax filings.
Traders Edge Inc. was founded by the Canadian Chartered Professional Accountant Sharad Goel. This product has been marketed to the Canadian investor community for over 20 years, however as web-app just recently. Traders Edge has proven to be a reliable tool for independent investors 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 of immense value at tax time and ongoing monitoring and advisory services.