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Canada's Accounting and Tax Software for Investment Management

Trader’s Edge is a cloud-based investment accounting and tax platform designed for the Canadian investor market.

With investors owning 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. Also, investments held through multiple brokerage accounts results in no consolidation of financial information as broker systems are unconnected. This affects all of the investor stakeholders: the accountant, lawyer, financial and estate planner.

Whether you are an independent investor, a professional CPA accounting firm, small family office or wealth advisor, achieve a holistic view of all your investment assets, essential today for effective investment wealth and estate management.
Try the Free version now ...

Canadian Investment Portfolio Management

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

Try Freemium Now

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

Key Features of Trader's Edge Portfolio Management Platform

Track Most Financial Instruments

  • Common and preferred stocks
  • Mutual funds, options, and warrants
  • Bonds, T-bills & fixed income
  • Private equity shares
  • Limited partnership units
  • Private mortgages
  • Real estate

Record over 30 Transaction Types

  • 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

Run Reports on Demand

  • 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

Sample Reports

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 >10 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.

FREEMIUM

1 Investor
$ 0 Month
  • FREE
  • Upgrade anytime
  • Max 50 transactions
GET IT

INDIVDUAL

1 Investor
$ 9
95
Month
  • Assets < 500,000
  • $99.95/annum
  • Unlimited transactions
GET IT

INVESTOR

2 Investors
$ 19
95
Month
  • Assets < 2,000,000
  • $199.95/annum
  • Unlimited transactions
GET IT
Popular

PRO 5

5 Investors
$ 49
95
Month
  • Assets < 5,000,000
  • $499.50/annum
  • Unlimited transactions
GET IT

PRO 10

10 Investors
$ 149
95
Month
  • Assets < 5,000,000
  • $1499.50/annum
  • Unlimited transactions
GET IT

PRO 25

25 Investors
$ 299
95
Month
  • Assets < 10,000,000
  • $2995.00/annum
  • Unlimited transactions
GET IT

Testimonials:

“Traders Edge is easy to use and can handle all of my different stock transactions. Any questions or needed tech support are answered rapidly. I have all the required reports that I need for my accounting and tax filings. In short, Traders Edge is my recommended stock transaction software. Sharad, you are responsive to my every email and that is much appreciated.”
Helen S.CFO Kirkland, Quebec
“As an independent investor it is important to monitor your ACB and Gains/Losses routinely, particularly at year end for tax purposes. Most investment brokers do not offer or report this information accurately, especially if one holds multi-currency accounts. Traders Edge provides a comprehensive running evaluation of your portfolio allowing the investor to load, process, and evaluate their investment data continuously, without 3rd party intervention. The interface has recently been improved to upload bulk volumes of trade date in excel format and auto-screened before finalization to the database. Traders Edge is an efficient and practical program for the dedicated investor at a very affordable price.”
John BToronto, ON
“Sounded basic and simple and the price was right!”
William DVictoria, B.C.
“Able to handle foreign currency”
Don SHarriston, ON
“I maintained a few client portfolios on it”
Alan K. CAVictoria, B.C.
“Can track all my investments in one program”
Mike CToronto ON
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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.