Take Control of Your
Investment Portfolio
Effortlessly manage and optimize your portfolio
with the power of detailed insights and simplified tools.
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Comprehensive Investment Tracking
Easily manage all aspects of your investment portfolio with real-time updates and insights.
- Up to date portfolio tracking for stocks, ETFs, crypto, and other assets
- Advanced tax optimization with adjusted cost base (ACB) calculations
- Effortless trade imports from multiple brokers
- Dividend tracking with automatic updates
- Performance comparisons with custom benchmarks.
- Comprehensive financial reporting for informed decision-making
- Simple, user-friendly interface designed for Canadian investors
Tax & Financial Reporting Tools
Make smarter financial decisions with detailed, automated tax and financial reports.
- Automatic adjusted cost base (ACB) calculation to optimize tax strategy
- Clear break-even point and tax tracking
- Dividend reinvestment plan (DRIP) tracking
- Easy generation of tax reports for Canadian investors.
- Generate detailed portfolio health reports in just a few clicks
- Effortless tracking of capital gains and losses
- Customizable reports for tracking investment performance
- Export-ready financial data for tax season
Efficient Portfolio Management
Keep your portfolio current and organized with minimal effort.
- Easy-to-understand financial reports on portfolio performance
- Detailed insights into income, dividends, and portfolio growth
- Customizable report generation based on your preferences
- Import and track trades from all major brokers
- Automated updates for dividends and income
- Simple, organized interface for easy navigation
- Custom benchmark creation for performance tracking
- One-click portfolio performance reports
- Stay up-to-date on capital gains, losses, and overall portfolio performance
- Compare results with industry-standard financial benchmarks
Trusted by Professionals and Investors Alike
Don’t just take our word for it.
Hear from those who’ve transformed their investment strategy with TraderSight
Client trust and transparency are at an all-time high.
TraderSight’s detailed reports allow me to communicate effectively with my clients, ensuring they’re always informed and confident in their investments.
Michael B.
Wealth Manager
Benchmarking used to be a guessing game.
I never knew how my investments stacked up until I started using TraderSight. The custom benchmarks gave me the clarity I needed to adjust my strategy.
Sophia T.
Long-Term Investor
TraderSight Makes Tax Season Completely Stress-Free
I used to struggle with calculating my Adjusted Cost Base and tracking my profits, but TraderSight’s detailed summaries and reports made everything so much easier.
Anna M.
Individual Investor
Managing multiple portfolios was overwhelming
As an investment manager, staying on top of my clients’ trades was a nightmare. TraderSight’s trade importing feature streamlined everything and saved me countless hours.
David L.
Investment Manager