Adjusted Cost Base Simplified
Your Capital Gains Made Clear
Track your ACB, calculate capital gains, and generate CRA-ready reports — quickly and accurately.
CRA-Compliant Tax Reporting
Generate Schedule 3-aligned Capital Gains reports and support reconciliation with T5008, T3, and T5 forms.
- Automatic ACB and Capital Gains calculations
- Supports T5008, T3, and T5 reconciliation
- Export to CRA-friendly formats (HTML, PDF, Excel)
- Detailed audit trail for tax confidence
Smart Portfolio Management
Organize and optimize your investment records — from joint accounts to crypto and return of capital.
- Track all asset types: stocks, ETFs, crypto
- Joint portfolio grouping for shared ACB logic
- Dividends, DRIPs, and ROC covered
- Bank of Canada FX rates built-in
Fast, Flexible, and Built for Real Life
Whether you’re tracking a few trades or years of transactions, myCostBase adapts to your needs with smooth imports, helpful limits, and worry-free performance.
- Easy data imports with helpful validation
- Handles multi-year, multi-portfolio tracking with ease
- Reports ready when you need them, so tax time is easy.
- Consistent reporting for RRSP, TFSA, and non-registered accounts
Trusted by Canadian Investors and Advisors
Here’s what our users say about filing taxes and tracking their investments with myCostBase.
Tax season finally feels manageable.
I used to spend hours on spreadsheets. Now I generate my capital gains report with just a few clicks. It’s CRA-compliant and stress-free.
Maya O.
Individual Investor
A lifesaver for managing client portfolios.
The shared portfolio access and audit logs are perfect for advisory work. It’s efficient and professional.
Kevin L.
Investment Manager
Joint portfolio tracking made easy.
My spouse and I track all our accounts together using myCostBase. It’s clear, compliant, and just works.
Sandra C.
Joint Account Holder
Clients now understand their tax exposure.
The ACB summaries and Schedule 3 exports help my clients feel confident during tax time.
Matthew F.
Wealth Manager