Choose the right ACB tracking Canada plan - Free, Household, or Accountant - with support for imports, reports, and multi-owner workflows.
The pricing is intentionally simple for ACB tracking Canada workflows. Start free to build and validate your ACB ledger, then upgrade when you need broker CSV imports, exported reports, and broader multi-owner workflows. All prices are in Canadian dollars. The Household plan is currently at its launch price.
Free
$0CAD
For investors getting started with ACB tracking and manual entry.
The free plan lets you build and validate the ledger through unlimited manual entry. Once you upgrade, myCostBase becomes a complete ACB tracking Canada workflow with broker CSV imports, advanced reports, and export-ready outputs. The Accountant plan adds T5008 reconciliation, ACB audit trails, superficial loss tracking, cross-client capital gains summaries, CSV/spreadsheet exports, and batch T5008 import - everything a firm needs to manage multiple clients at tax time.
Frequently asked questions about myCostBase pricing
Yes. The free plan includes unlimited manual transactions, ACB calculations, Security Ledger view, and manual transaction entry for one tax owner. There is no trial period and no credit card required. CSV import and advanced reporting workflows are available on paid plans.
Yes. You can upgrade, downgrade, or cancel anytime from your account settings — there’s no lock-in contract. If you cancel, you keep access through the end of your current billing period. Not sure which plan fits? Start with the Free plan: no credit card required, so you can build and validate your real ledger before you ever pay for anything.
The free tier is built to let you validate your adjusted cost base history and build confidence in the ledger before paying for import and reporting workflows. It is intentionally scoped to manual entry, while paid plans unlock CSV import and advanced reporting workflows.
No. myCostBase maintains your adjusted cost base ledger and produces the capital gains detail you need before entering values into filing software. It handles the upstream calculation work - pooled ACB, FX conversion, ETF adjustments, T5008 reconciliation - required by the CRA’s guidance on calculating and reporting capital gains and losses, which filing software assumes you already have correct.
Yes. Options are treated like any other transaction type in myCostBase, not a separate paid add-on — every plan can track buying and writing calls and puts, and the resulting exercise, assignment, or expiry, using the same weighted-average ACB pooling as shares. Manual entry works on the Free plan; CSV import of option activity requires Household or Accountant, the same as any other imported transaction. The current release supports single-leg option positions — multi-leg strategies such as spreads and straddles are not yet supported. See Options Transactions and ACB for the full mechanics.
Yes. myCostBase is designed for catch-up histories, including purchases going back many years, broker-to-broker transfers, and foreign-currency trades. You can import via broker CSV (Household plan) or enter transactions manually (both plans). The system is designed to support the full depth of history needed to calculate a correct adjusted cost base from the first purchase forward.
No. RRSP, TFSA, FHSA, and RESP accounts are excluded from the taxable adjusted cost base pool. Only non-registered (taxable) accounts contribute to ACB calculations. During setup you mark each account as taxable or excluded, which determines what belongs in the pool.
Yes. The Accountant plan is built for practices managing multiple clients in one workspace — unlimited transactions, full CSV import, the complete set of reports, and priority email support. See the plan comparison above for current pricing and limits. If you’re managing more clients than the plan supports, contact us directly.
Start free. No credit card required.
Manual entry is always free. Upgrade when you need broker CSV imports, exported reports, and multi-owner workflows.