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?
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
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
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 PDF contract note import feature.
Sign-up for a free Sharesight account and get the complete picture of your investment portfolio today.