AdjustedCostBase.ca is a web‑based tool that helps Canadian investors, accountants, and financial advisors calculate adjusted cost base (ACB) and track capital gains across multiple accounts. It offers manual entry or spreadsheet/ETF import, automatic handling of exchange rates, dividend reinvestments, stock splits, and provides year‑end tax reports, Form T1135 assistance, and corporate CDA calculations, with a free tier and a $49‑per‑year premium option for advanced features.
Funding
$8.7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Canadian investors often struggle to accurately calculate adjusted cost base (ACB) and track capital gains across multiple accounts, securities, and tax events, leading to potential reporting errors and missed tax optimization opportunities.
Solution
AdjustedCostBase.ca offers a web-based platform that simplifies ACB calculation and capital gains tracking for Canadian investors. Users can manually enter transactions or import data from spreadsheets and ETFs/funds, while the system automatically handles exchange rates, dividend reinvestments, stock splits, and other complex adjustments. The tool provides year-end capital gains reports, Form T1135 assistance, and corporate CDA calculations, all accessible through a secure, ad‑free interface. A free tier delivers core functionality indefinitely, and a paid premium tier unlocks advanced import features and expanded portfolio support, ensuring both casual and power investors can maintain compliant tax records.
Target Audience
Primary users are Canadian individual investors, accountants, and financial advisors who need reliable ACB and capital gains calculations for personal or client portfolios.
Features
- Manual entry and spreadsheet import of transactions for up to 10 portfolios (free tier) or unlimited in premium
- Automated exchange‑rate lookup for foreign‑currency securities and cash
- Integrated tax‑reporting tools including annual capital gains summaries, Form T1135 assistance, and T3 preview
- Specialized calculators for dividend reinvestment plans (DRIPs), phantom distributions, and corporate capital dividend accounts
- Ad‑free user experience and secure data ownership with no credit‑card requirement for registration
- Premium add‑ons such as streamlined ETF/fund tax data import and expanded portfolio limits