Take the complexity out of Investment Portfolio Management
You will no longer need to use cumbersome paper systems or excel spreadsheets. All the formulas are built-in to the system to take the complexity out of portfolio tracking, valuation, and investor reporting. This will save you innumerable hours throughout the year to get the information you need from your investment holdings.
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
Multi-Currency Support
Record transactions in foreign accounts and system will correctly convert to Canadian dollars
Automate Manual Processes
Eliminate repetitive tasks, version errors & data inconsistencies
Replace Excel Spreadsheets
Daily security pricing, portfolio valuation & reporting all in one spot
Technical Support Included
Free telephone and email technical support
- 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
For individual Investors and Investment Management 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.
Features for Portfolio Management • Accounting • Valuation • Reporting
Record over 30 Transaction Types
Track most Financial Instruments
Run Reports On Demand
Take a Tour - Report Screenshots
Made in Canada
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.
Free Canadian Phone & Email Technical Support
Pricing
Try Trader's Edge out FREE with our Freemium account (limit 25 transactions).
Once you are ready to get really going, choose the affordable pricing plan model suited to your investment management needs, from single investor to professionals.
Freemium
TRY AT NO RISK
$0.00
- 1 Investment Portfolio
- Free 25 Trades
- Assets < $ 2 Million
- Upgrade Anytime
Individual
PER MONTH
$19.95
- 1 Investment Portfolio
- 5,000 Transactions Max
- Assets < $ 2 Million
- **Annual Plan Available
Family
PER MONTH
$49.95
- 3 Investment Portfolios
- 10,000 Transactions Max
- Assets < $ 5 Million
- **Annual Plan Available
Professional
PER MONTH
$99.95
- 10 Investment Portfolios
- 25,000 Transactions Max
- Assets < $ 10 Million
- **Annual Plan Available