Canadian Investment Portfolio Management

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

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

For Individuals
& Professionals

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.

Replace spreadsheets and manual processes with an online application that takes trades from multiple sources, creates portfolio reports, calculates income and capital gains, and consolidates your various broker accounts all in one place.

DIY INVESTORS

ACCOUNTING OFFICES

PRIVATE EQUITY FUNDS

WEALTH MANAGERS

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

Freemium

1 Portfolio
$ 0
Month
  • 25 free trades
  • Assets < 2 million
  • Upgrade anytime

Individual

1 Portfolio
$ 19
95 Month
  • 5000 transactions
  • Assets < 2 million
  • Annual plan available
Popular

Family

3 Portfolios
$ 49
95 Month
  • 10,000 transactions
  • Assets < 5 million
  • Annual plan available

Professional

10 Portfolios
$ 99
95 Month
  • 25,000 transactions
  • Assets < 10 million
  • Annual plan available

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.