Simply record your investment transactions and instantly create reports for analyzing your portfolio holdings and preparing your tax filings.
Simply record your investment transactions and instantly create reports for analyzing your portfolio holdings and preparing your tax filings.
Eliminate repetitive tasks, version errors & data inconsistencies
Record transactions in foreign accounts and system will correctly convert to Canadian dollars
Full range of Financial Instruments and Asset Classes, including private equity
Consolidate investments from multiple brokers, multiple accounts and private funds
Daily security pricing, portfolio valuation & reporting all in one spot
Free telephone and email technical support
For Canadians by Canadians. Designed by a Canadian Chartered Accountant and marketed to the Canadian investor community for over 20 years, Traders Edge has proven to be the best tool for do it yourself independent investors and as well as professional advisors to organize and manage their increasingly complex investor portfolios.