Choose your Canadian ACB plan. Start free, then upgrade for full imports, tax reports, and reconciliation tooling.
Free
Does myCostBase work for us? Unlimited manual entry, your first 100 imported transactions, and up to 2 taxpayers — no credit card required.
- ✓ Unlimited manual transactions
- ✓ Up to 2 taxpayers
- ✓ Core ACB (Adjusted Cost Base) calculations
- ✓ Security Ledger previewTransaction history & running share count
- ✓ Up to 100 imported transactions totalAll supported transaction types — upgrade for unlimited
- ✓ Preview T5008 slip importsSee what would import — upgrade to commit for real
- ✓ 1 ETF & mutual fund distribution syncAdjusts your ACB for return of capital & reinvested gains
- ✕ No downloadable tax reports, no T3 validation, no tax-loss harvesting
Investor
Can I calculate and prepare my investment taxes? Unlimited CSV imports, T3 and T5008 handling, Schedule 3 and T1135 reports, and Tax-Loss Harvesting for up to 5 taxpayers.
Everything from Free:
- ✓ Unlimited transactions
- ✓ Full CSV importOptions, transfers, stock splits & short sales, all supported brokers
- ✓ Up to 5 taxpayers, multiple brokerage accounts, CAD/USD transactions
- ✓ Tax-Loss Harvesting opportunities
- ✓ T3 slip entry and validation
- ✓ Unlimited ETF & mutual fund distribution syncsAdjusts your ACB for return of capital & reinvested gains
- ✓ Batch T5008 slip importCommit bulk broker CSV T5008 imports for real
- ✓ Interactive T5008 reconciliationUnlimited manual T5008 entries
- ✓ 5 PDF reportsSchedule 3 Report · Realized Gains Detail · Current Holdings · T1135 Foreign Property Summary · Household Tax Summary
- ✓ Full Security LedgerACB progression, realized gains & PDF/CSV export
- ✓ Standard email support
Investor Plus
Can I fully reconcile and document everything? A full ACB audit trail, detailed T5008 reconciliation, superficial-loss reporting, an accountant-ready tax package, and spreadsheet exports for up to 10 taxpayers.
Everything from Investor:
- ✓ Up to 10 taxpayersDouble Investor's 5 — for larger households or multiple family members
- ✓ Downloadable T5008 Reconciliation reportSee where your broker's T5008 amounts differ from your calculated ACB, and document why
- ✓ Full ACB Audit Trail reportTrace every transaction and adjustment behind each calculated gain or loss
- ✓ Detailed Superficial Loss reportSee the superficial loss rule
- ✓ Recent-Repurchase Risk FlagChecks recorded purchases in the preceding 30 days; other superficial-loss conditions may still apply
- ✓ Capital Loss Carryforward TrackerIllustrative capital-loss carryforward based on recorded transactions; verify balances against CRA notices of assessment
- ✓ Unrealized Position Summary reportUnrealized position summary using manually entered current prices
- ✓ Proactive T1135 threshold alertsEstimated T1135 threshold review based on non-CAD-denominated taxable holdings; it does not determine whether filing is required
- ✓ CSV/spreadsheet exportEvery report above, plus CSV export added to the PDF reports Investor already has (Schedule 3, Realized Gains Detail, Household Tax Summary & T1135)
- ✓ Accountant-Ready Tax PackageOne PDF combining Schedule 3 summary, realized disposition detail, current holdings & T5008 broker reconciliation
- ✓ Priority email support, 2-business-day response target
Upgrade path
Free plan: Import your first 100 transactions from a broker CSV — all transaction types — plus unlimited manual entry with no cap. Preview T5008 slip imports before upgrading to commit them for real.
Investor plan: Remove the 100-transaction import cap entirely, and add the full Security Ledger (ACB progression, realized gains & CSV/PDF export), full CSV import for options, transfers, stock splits, and short sales, plus multiple brokerage accounts, Tax-Loss Harvesting, T3 slip validation, batch T5008 slip import, and annual PDF reports.
Investor Plus plan: Raise the taxpayer limit from 5 to 10, and add a downloadable T5008 reconciliation report, a full ACB audit trail report, a detailed superficial loss report with risk flags built into Tax-Loss Harvesting, a Capital Loss Carryforward Tracker, an Unrealized Position Summary report, and proactive T1135 threshold alerts — plus CSV/spreadsheet export for all of the above alongside Schedule 3, Realized Gains Detail, and Household Tax Summary. Also includes the Accountant-Ready Tax Package and priority email support.
Frequently asked questions: ACB Tracking Canada - Pricing Plans
Start free — see your ACB numbers in minutes.
Free plan includes unlimited manual entry.