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
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.
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
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.
