Looking for Canadian ACB & capital gains tracking? Visit MyCostBase →

Your Canadian investment portfolio — tracked, analysed, and tax-ready.

A Canadian portfolio management platform covering performance, adjusted cost base, dividends, and capital gains across TFSA, RRSP, and taxable accounts.

Portfolio · Taxable Account ▲ 14.2%
Holding ACB / unit Unrealised

VFV.TO

85 units

$168.24

+$3,418

XIU.TO

210 units

$34.60

+$1,155

MSFT

12 units · USD→CAD

$472.10

+$2,841

ACB pooled · RRSP · TFSA · Taxable

Total unrealised

+$7,414 CAD

Portfolio performance across all accounts Adjusted cost base — CRA pooling rules Bank of Canada daily FX conversion Capital gains and dividend tracking TFSA, RRSP, and taxable account support

What TraderSight is built to do

Canadian investors need more than a brokerage account view. TraderSight is designed to consolidate all accounts, apply the right tax rules, and give you a clear picture of where your money stands — before tax season forces a scramble.

01

Portfolio performance tracking

See total return, unrealised gains, and income across all accounts in one consolidated view — with benchmark comparison support.

02

Adjusted cost base — done right

ACB pooled across all taxable accounts per CRA rules, with Bank of Canada daily FX rates, ETF return-of-capital adjustments, and DRIP tracking.

03

Dividend and income tracking

Record and categorise eligible dividends, foreign income, return of capital, and reinvested distributions for a complete income picture across all account types.

04

Capital gains reporting

Track realized and unrealised capital gains with a full disposition history, T5008 reconciliation, and export-ready summaries for tax filing.

Need ACB tracking right now? We recommend MyCostBase.

MyCostBase is purpose-built for Canadian investors who need a CRA-ready adjusted cost base ledger. It handles the hard parts: pooling ACB across brokerages, applying Bank of Canada daily FX rates to USD trades, recording ETF return-of-capital adjustments from T3 slips, and reconciling T5008 figures at year-end.

  • + ACB pooled across all taxable brokerage accounts
  • + Bank of Canada FX rate on each transaction date
  • + ETF return of capital and DRIP adjustments
  • + T5008 reconciliation and export for tax filing
Visit MyCostBase →

Why a dedicated ACB tool matters

CRA pooling rule

If you hold the same ETF at two brokerages, CRA requires one pooled ACB across both. Neither broker calculates this for you.

T5008 Box 20 is not your ACB

Brokers report book value, not your legal adjusted cost base. The difference can be significant if you have ETF distributions or cross-brokerage holdings.

ETF distributions change your ACB

Return of capital from T3 slips reduces your ACB every year it goes unrecorded — increasing your taxable gain when you eventually sell.

Common questions about TraderSight and Canadian investing

Questions about what TraderSight does, its current status, and resources available for Canadian investors.