Track CIBC Investor's Edge trades using Sharesight

It’s now even easier for Canadians trading with CIBC Investor’s Edge to get started tracking the performance of their stock and mutual fund investments with Sharesight. CIBC Investor’s Edge clients can now import their trading history directly into Sharesight with our broker import wizard - unlocking the power of Sharesight’s performance and tax reporting in a few easy steps.

Why use Sharesight with CIBC Investor’s Edge?

• Sharesight automatically tracks your daily stock and Canadian mutual fund prices & currency fluctuations, as well as handles corporate actions such as dividends and share splits

• Get the true picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology

• Run powerful tax reports built for Canadian investors, including Capital Gains and Taxable Income

• Track your TFSA, RRSP and RRIF investment accounts with tax calculations built to CRA rules

Importing your historical CIBC Investor’s Edge trading data

Importing your CIBC Investor’s Edge trades into Sharesight is easy. All you need to do is:

1. Sign up for a FREE Sharesight account

2. Download your historical trading data CSV from CIBC Investor’s Edge

3. Import your historical trades into Sharesight using our broker import wizard

Once your trades are imported, Sharesight will automatically calculate the impact of most corporate actions that impact your portfolio (including dividends and share splits).

Tracking ongoing CIBC Investor’s Edge stock trades

Once you’ve imported your historical stock and mutual fund trades from CIBC Investor’s Edge you can also easily import future trades made with CIBC Investor’s Edge into Sharesight by using Sharesight’s broker Trade Confirmation Emails feature.

Sign-up for a free Sharesight account and get the complete picture of your investment portfolio today.

FURTHER READING

• 6 reasons why Canadian investors love Sharesight

• Why do I need Sharesight with my online broker?

• 7 reasons why Sharesight is better than a spreadsheet

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