PRODUCT INFORMATION

Trader's Edge is a very easy to setup and learn program, and with the special input screens, you will find you are able to very quickly enter your financial transaction in much less time than manual ledgers or cumbersome spreadsheets.

Product capabilities:

There are individual input screens for entering the following types of security transactions:

• Common stocks
• Preferred stocks
• Mutual funds
• Bonds
• Options
• Warrants
• GIC's, T-bills & other fixed income instruments
• Dividends and interest income
• Capital gain distributions
• Interest expense and withholding taxes
• Mutual fund distributions and reinvestments
• Special ACB adjustments and Stock splits
• Records and converts foreign currency denominated securities.
• Reports are instantly created for viewing and printing your:
• Portfolio displaying investment holdings, adjusted cost base (ACB), market value and unrealized capital gains, account balances and net worth
• Transaction history
• Capital gains (including tax reporting)
• Account Information detailing income and expense items per account
• Security Value Graph displaying an individual security's cost vs. market value
• Statistics Screen which has 26 items of information including an internal rate of return for investors to accurately determine investment performance

  Special product features:

• Ideal for accountants and financial advisors, for managing both yours and clients investments and produce the reports needed to be informed.
• Permits users to create multiple portfolios on the system and allows each individual portfolio to have a multiple number of brokerage accounts
• All income and capital gains calculated in accordance with Canadian income tax laws
• This program allow you to update stock prices manually or import from an external source
• Password Security
• Record multiple foreign currency exchange rates
• Free email technical support
• Complete User Guide included (download)

  Sample product screens:

  Use the Trade screens to record all types of transactions

  

  Review your portfolio for any/all account or by any date

  

   

  NEW Analyze a security for performance..

  

  This screen allows you analyze a security for performance, including internal rate of return and a compound rate of return, calculation is based on cash flow.

  Visualize your performance...