The Best CIBC Investor's Edge Portfolio Tracker: 50+ Features Beyond Built-In Tools
Your money stays at CIBC Investor's Edge. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with eligible CIBC Investor's Edge accounts, which may include TFSA, RRSP, and non-registered accounts. Holdings sync only.
Where CIBC Investor's Edge Portfolio Tools Fall Short
CIBC Investor's Edge covers the brokerage essentials: trading, holdings and account performance views, and research reports from CIBC Capital Markets, Morningstar, and Thomson Reuters/LSEG. Many investors still want deeper portfolio analytics than the built-in tools provide.
Performance tools look backward, not forward
CIBC Investor's Edge shows book values, gains and losses, a Balance Trend view, and account rates of return. The CIBC Mobile Wealth app adds a performance chart. Stock Unlock adds forward-looking context: a 12-month dividend income forecast and Stock Scores across 7 categories for most holdings.
Built around your CIBC accounts, not your whole portfolio
CIBC Investor's Edge is designed around the accounts you hold at CIBC. If you also invest with Questrade, Wealthsimple, or another brokerage, seeing everything together takes a separate tool. Stock Unlock combines 30+ brokerages in one Combined Portfolio view.
Research covers securities and markets, not your portfolio
CIBC Investor's Edge includes analyst reports and Morningstar ratings for individual securities. Many investors also want a portfolio-wide view of quality and valuation. Stock Unlock scores most holdings across 7 categories and rolls up weighted metrics like P/E and dividend yield for your full portfolio.
The mobile app focuses on trading and account monitoring
The CIBC Mobile Wealth app is built for placing trades, checking quotes and charts, and monitoring your accounts. Stock Unlock is built for analysis, with the same Stock Scores, dividend forecasts, and diversification views across iOS, Android, and desktop browsers.
Keep CIBC Investor's Edge. Upgrade Your Investment Workflow.
Trade and custody stay at CIBC Investor's Edge. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
CIBC Investor's Edge handles brokerage execution
- Orders, fills, custody, and cash movement remain at CIBC Investor's Edge.
- You keep your existing CIBC Investor's Edge account workflows.
- Stock Unlock is not a brokerage.
Stock Unlock handles portfolio intelligence
- Portfolio health diagnostics and Stock Scores across holdings.
- Dividend forecasting with forward income visibility.
- Investment discovery with powerful screening workflows.
Stock Unlock vs CIBC Investor's Edge
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
CIBC Investor's Edge can reinvest your cash dividends automatically. Stock Unlock shows where that income is headed: 12 months of projections, past payment history, growth trends, and sustainability analysis.
- 12-month forward projections by month
- 35+ years of dividend history per stock
- Dividend growth trends year-over-year
- All-time dividend payout history chart
- Payout ratio and sustainability scores
- And more in the live demo →
Backtest Your Current Holdings
Once connected, see how your current CIBC Investor's Edge holdings would have performed over time, with and without dividends. Transaction history is not available for CIBC Investor's Edge connections, so returns based on your actual trade timing need a separate manual portfolio where you enter trades or import them via CSV.
- Historical backtest of your current holdings
- Backtest with dividends added on each payment date
- Percent change over any date range you choose
- And more in the live demo →
Portfolio Health at a Glance
Most synced holdings in your CIBC Investor's Edge account get a Stock Score: visual indicators across 7 categories. Spot overvalued stocks, dividend risks, and quality issues before they become problems.
- Valuation, Profitability, Financial Health, Growth
- Dividends, Management, Analyst consensus
- Green is good, red means look closer
- And more in the live demo →
Every Portfolio Feature You Need
50+ portfolio features across 6 tabs. Here's what's included.
AI Portfolio Analysis
LLM-generated analysis of your portfolio with investment insights and recommendations.
Events Calendar
Earnings releases, dividend payments, ex-dividend dates, SEC filings, your transactions.
Combined Portfolio View
Merge multiple portfolios into one unified view. See total net worth across your linked accounts.
Copy & Test Scenarios
Duplicate portfolios and make edits to test different investment scenarios.
Sample Portfolios
Create demo portfolios with historical transactions to backtest strategies.
Portfolio Wrapped
Annual year-in-review with your best performers, trading stats, and highlights.
6 Diversification Views
Asset, industry, country, currency, exchange, and market cap breakdowns.
25+ Table Columns
Configurable position table with mini charts, scores, gains, and 12+ financial metrics.
Portfolio Metrics Widget
Weighted averages for P/E, dividend yield, ROE, margins, and more.
Insider Trading Activity
See when executives buy or sell shares in companies you own.
Position Notes
Add notes to any position. Remember why you bought and your thesis.
Multi-Currency Support
Track positions in different currencies with automatic conversion.
Track Your CIBC Investor's Edge Portfolio on Mobile
Check your CIBC Investor's Edge holdings, dividend income, and Stock Scores from your phone. Native apps for iOS and Android with full feature parity.
Mobile app - Portfolio
How It Works (And What It Costs)
Unlike most platforms that make you pay before connecting, we let you try everything first.
Create a free account
Sign up with your email. No credit card required. You immediately get access to our free tier: watchlists, limited stock analysis, and manual portfolio tracking.
Connect CIBC Investor's Edge for free
Click "Connect Brokerage" and select CIBC Investor's Edge. You'll authenticate securely via SnapTrade. Your credentials never touch our servers. This is free to do.
Get 15 days of automatic syncing
Your current holdings sync automatically for 15 days. Full access to all features. See exactly what you'd get as a paying subscriber. Transaction history is not available for CIBC Investor's Edge connections.
Your data stays with you forever
After 15 days, automatic syncing pauses, but your portfolio data stays. You can continue tracking manually for free, or upgrade to Pro ($9/month) to keep auto-sync running.
Why We Do It This Way
Most portfolio trackers want your credit card before you connect a brokerage. We're confident enough in our product that we flip that model. Connect first, see the value, then decide if it's worth $9/month to you. We have a 30-day money-back guarantee too.
Secure, Read-Only Access
Stock Unlock connects to CIBC Investor's Edge through SnapTrade, a financial data aggregator trusted by investment platforms worldwide.
Credentials never touch our servers
You authenticate through SnapTrade's secure flow. We only receive read-only connection access needed for portfolio data.
We can't trade or move money
Stock Unlock can only view your holdings. We cannot execute trades or transfer funds.
Disconnect anytime
Revoke access anytime from your Stock Unlock settings.
Holdings sync
SnapTrade syncs your current CIBC Investor's Edge holdings. Transaction history is not available for CIBC Investor's Edge connections.
Frequently Asked Questions
Does Stock Unlock work with my CIBC Investor's Edge accounts?
Is it safe to connect my CIBC Investor's Edge account?
What's free vs. paid?
Can I track CIBC Investor's Edge alongside other brokerages?
How often does my CIBC Investor's Edge portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my CIBC Investor's Edge account later?
What if I don't want to connect my brokerage?
What does holdings-only mean for CIBC Investor's Edge?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready for a Better CIBC Investor's Edge Portfolio Tracker?
Join 100,000+ investors using Stock Unlock to track holdings, forecast dividends, and make better decisions. Connect your CIBC Investor's Edge account free. Keep your data forever.
Connect CIBC Investor's Edge FreeNo credit card required. 30-day money-back guarantee on paid plans.