How is Trader ii software different from portfolio management software?

Trader ii securities accounting software calculates your moving average costs automatically, even if you are trading the same security in multiple brokerage accounts. Trader ii also:

  • Prepares comprehensive profit/loss, inventory and other reports you need for tax purposes
  • Converts foreign currency amounts to any taxable currency
  • Stores your historical and current trading activity for fast and easy retrieval anytime you want it
  • Lets you know where your securities are located

These are just a few of the ways Trader ii makes securities accounting and tax planning easier! Find out more about Trader ii here or check out our Frequently Asked Questions here.

Click here to setup a free online demonstration of Trader ii software or call Claire Copp at 604 309 2579.

Trader ii is the software used for our full-service securities accounting services customers.  Click here to find out more about our securities accounting services. To contact us for more information click here or call Charlotte at 778 908 2427.