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What Is Adjusted Cost Base in Canada? DRIP and Adjusted Cost Base ETF Return of Capital and ACB Pooled ACB Across Brokerages USD Stocks and FX Conversion T5008 Box 20 and Adjusted Cost Base Do I Need to File T1135? The Superficial Loss Rule in Canada
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Simple pricing for Canadian ACB tracking

Start free with manual ACB tracking and compare Standard plans for unlimited imports, full ledgers, T5008 reconciliation, and tax reports.

Try your own investment history on the Free plan, then upgrade when you need unlimited imports or downloadable tax reports. No credit card required.

Free

$0 CAD

Does myCostBase work for us? Get started free with unlimited manual transactions, plus 100 imported transactions for 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
  • ✓ 100 imported transactions includedAll supported transaction types, plus unlimited manual entry
  • ✓ Preview T5008 slip importsSee what would import — upgrade to save them
  • ✓ T5008 proceeds check1 T5008 slip, checked against your own sales
  • ✓ 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
Start free →
Best for most investors

Standard

$49 CAD / year

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 importImport slips in bulk and review them against your ACB ledger
  • ✓ Interactive T5008 reconciliationBroker cost and gain against your ACB, with unlimited 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
Upgrade to Standard →

Premium

$109 CAD / year

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 Standard:

  • ✓ Up to 10 taxpayersSupport 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 Standard 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
Upgrade to Premium →
  • Hosted in Canada
  • No broker or CRA passwords
  • Export your records anytime
  • Prices in CAD · No credit card for Free

Which plan fits your workflow?

  • Start with Free to try a saved ledger. Enter purchases and sales for a security you know, then review the transaction history and running share count in the Security Ledger preview. Free includes unlimited manual transactions, plus 100 imported transactions for up to 2 taxpayers.

  • Choose Standard for year-end preparation. Bring in a longer broker history, review the full ACB calculation, reconcile T5008 slips interactively, and download the included PDF reports. This is the fit when you need ongoing tracking and reporting for up to 5 taxpayers, rather than a preview.

  • Choose Premium for a documented handoff. If you or your accountant need to trace the figures, add downloadable T5008 reconciliation, the ACB audit trail, spreadsheet exports, and the Accountant-Ready Tax Package. It also covers larger households with up to 10 taxpayers.

Before importing, check the supported broker formats and gather the security’s complete taxable-account history, including purchases before the current tax year. The Getting Started guide walks through setup. Only need a one-off estimate? Try the free one-security calculator without an account ; calculator entries do not transfer into a saved ledger.

Frequently asked questions: ACB Tracking Canada - Pricing Plans

What happens when I reach 100 imported transactions on Free?
Manual entry stays unlimited. Upgrade to Standard or Premium to unlock unlimited CSV imports.
Is myCostBase free to use?
Yes. The Free plan gives you unlimited manual transactions, ACB calculations, a Security Ledger preview, and 100 imported transactions of any supported type for up to 2 taxpayers. Standard and Premium add unlimited imports, full Security Ledger details and exports, PDF/CSV reports, and Tax-Loss Harvesting.
Does myCostBase replace tax filing software like TurboTax or StudioTax?
No. myCostBase maintains your adjusted cost base ledger and produces the capital gains detail you enter into filing software. It handles pooled ACB, FX conversion, ETF adjustments, and T5008 reconciliation, including support for T5008 box 20 adjusted cost base review before filing, consistent with CRA capital gains reporting guidance.
Does myCostBase support options trading (calls, puts, and covered calls)?
Yes. Every plan supports manual entry for supported long and written option transaction types, including exercise, assignment, and expiry events. CSV import of option activity is available on every plan too - Free includes 100 imported transactions across all supported types, and Standard and Premium include unlimited imports. Individual legs of spreads, straddles, collars, and other multi-leg positions can be recorded and calculated separately when they use supported option transaction types. myCostBase does not currently group or link those legs into a named strategy or provide strategy-level matching, lifecycle management, or premium allocation. See the Options Transactions and ACB guide for full mechanics.
Can I import years of historical transaction history?
Yes. Standard and Premium plans import unlimited multi-year CSV history - including options, transfers, stock splits, and short sales. The Free plan includes unlimited manual transactions, plus 100 imported transactions across all supported types. Standard and Premium add unlimited imports for longer histories. Foreign-currency trades and long histories across multiple brokerages are supported, helping you reconstruct adjusted cost base from your first purchase forward - provided your broker exports contain complete transaction history. Review imported data for accuracy before relying on it for tax filing.
What's the difference between Standard and Premium?
Standard already includes batch T5008 slip import and interactive reconciliation. Premium adds the downloadable T5008 reconciliation report, ACB audit trail, and superficial loss reports, CSV/spreadsheet exports, and an Accountant-Ready Tax Package, plus priority email support. Premium also includes support for up to 10 taxpayers, compared with Standard’s 5, with the same account and transaction allowances.
Is pricing per taxpayer, per account, or per household?
Pricing is per subscription, not per taxpayer or per account. The Free plan covers up to 2 taxpayers; Standard supports up to 5 and Premium up to 10, both with multiple brokerage accounts under a single subscription - useful for tracking a spouse or dependants’ ACB alongside your own.
Do registered accounts like RRSP and TFSA affect my ACB pool?
No. RRSP, TFSA, FHSA, and RESP accounts are excluded from the taxable adjusted cost base pool. Only non-registered accounts contribute to ACB calculations. During setup, you mark each account as taxable or excluded.
Can I downgrade later?
Yes. Upgrades take effect immediately; downgrades take effect at the end of your current billing period, so you keep full access to what you’ve already paid for. Your data is retained; after downgrade, access follows the Free plan limits.

Start tracking your ACB for free

Keep your investment history together and see how each transaction changes your ACB. No credit card required.
Create your free account

Get started free with unlimited manual transactions, plus 100 imported transactions for up to 2 taxpayers.

  • Hosted in Canada
  • No broker or CRA passwords
  • Export your records anytime
  • Prices in CAD · No credit card for Free