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CIBC Investor's Edge portfolio tracker
Connect CIBC Investor's Edge and your positions, cash balances and available trade history import automatically. Every holding keeps its own currency, and every transaction converts at the rate of the day it happened, so you read the return you actually earned rather than one bent by today's rate.
No credit card needed, and the demo opens without an account.
What comes across from CIBC Investor's Edge
Positions
Stocks, ETFs and funds held at CIBC Investor's Edge, with quantities and live prices refreshed on every sync.
Cash balances
Uninvested cash in each account, in the currency the account holds it.
Trade history
Buys, sells, dividends and fees, wherever CIBC Investor's Edge publishes an activity feed. When it does not, FortuneOK rebuilds your entry from the average cost the broker reports, so profit and loss is never blank.
Investors in Canada rarely hold local assets only. FortuneOK handles Canada listings, US listings and LSE UCITS ETFs side by side, each in its own currency, and rolls them into one net worth in the currency you actually spend.
How to connect CIBC Investor's Edge
Open the broker list
Sign in to FortuneOK, open the portfolio menu and choose "Connect a broker".
Choose CIBC Investor's Edge
Pick CIBC Investor's Edge from the list. SnapTrade's secure portal opens and you sign in to CIBC Investor's Edge there, never inside FortuneOK.
Approve read-only access
Confirm the connection. CIBC Investor's Edge grants permission to read positions and activity only, with no ability to trade or move money.
Watch the portfolio fill in
Your CIBC Investor's Edge account arrives as its own portfolio tab and joins the combined view of everything you own.
The connection stays read-only for its whole life. FortuneOK never receives your CIBC Investor's Edge password, and nothing in the app can place a trade or move money. The privacy policy lists exactly what is stored.
About CIBC Investor's Edge
CIBC Investor's Edge is a large Canadian discount brokerage wholly owned by the Canadian Imperial Bank of Commerce.
Hold accounts elsewhere too?
Connect as many as you like. Each broker gets its own portfolio tab, and a combined view adds them up into one net worth.
Trademark notice
CIBC Investor's Edge is a trademark of its respective owner. FortuneOK is an independent portfolio tracker and is not affiliated with, endorsed by or sponsored by CIBC Investor's Edge. Connections are provided through SnapTrade and availability can change without notice. Visit the official CIBC Investor's Edge site.
