The launch pricing is intentionally simple. Start free to validate your history and build confidence in the ledger. Upgrade when you want CSV import, exported reports, and support for a broader household tax workflow.
Free
For investors who want to build and review the ledger before paying for imports or exports.
- Unlimited manual transaction entry
- 1 tax owner
- Security ledger and holdings views
- Year-to-date gain and loss visibility
- No CSV import
- No CSV or PDF export
Household
For investors who need broker imports, exported reports, and support for multiple tax owners.
- Unlimited transactions
- CSV import for supported broker exports
- All PDF and CSV reports
- T5008 and broker reconciliation reports
- Up to 5 tax owners
- Priority email support
Accountant Access
For accountants or bookkeepers who need to review multiple client files from one workspace.
- Multi-client workspace
- Bundled export package
- Priority onboarding support
- Not part of launch billing yet
What changes when you upgrade
The free plan is for validating the ledger with manual entry. It removes the pressure of a hard transaction cap, but it does not include import or export tooling. The Household plan is where MyCostBase becomes the full tax-season workflow: imports, reconciliation reports, printable exports, and household support.
Frequently asked questions
Why is the free plan manual-entry only?
The free tier is meant to let you validate the product on your real holdings without cutting off disciplined investors after an arbitrary number of transactions. CSV import and exported reports are the feature gates, not the confidence-building ledger views.
Does MyCostBase replace tax filing software?
No. MyCostBase maintains the adjusted cost base ledger and produces the capital gains detail you still need before entering values into filing software.
Can I import years of transaction history?
Yes. Phase 1 is designed for catch-up histories, including old purchases, transfers, and foreign-currency trades.
Do registered accounts affect the ACB pool?
No. RRSP, TFSA, FHSA, and RESP accounts are excluded from the taxable ACB pool and should be marked that way during setup.
Is the accountant workflow available now?
Not as a separate launch plan. If you want accountant access early, contact us and include the number of client files you expect to review.