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:
-
Download your historical trading data CSV from CIBC Investor’s Edge
-
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
How SMSF trustees can get EOFY-ready
In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.
Sharesight product updates – June 2025
This month's focus was on earning SOC 2 Type 1 certification, expanding exposure reporting to European markets and improving the future income report.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.