TraderSight follows the sequence Canadian investors work through when managing a multi-account portfolio: define the accounts that belong together, load transaction history, track performance and tax events over time, and produce the year-end output before filing. The goal is a single view that is accurate, auditable, and actually useful at tax time.
TraderSight is currently on hold and not accepting new accounts. For ACB tracking right now, MyCostBase handles pooled adjusted cost base, T5008 reconciliation, and ETF distribution tracking for Canadian taxable accounts.
Connect all account types in one portfolio
Add TFSA, RRSP, FHSA, RESP, and non-registered accounts from one or more brokerages. Mark each account as registered or taxable — this determines whether it belongs in the ACB pool, which is a legal distinction, not just a display preference.
Import transaction history or enter events manually
Upload broker CSVs or enter transactions by hand for buys, sells, DRIP shares, return of capital adjustments, reinvested gains, stock splits, broker-to-broker transfers, and dividend payments. All events land in one chronological ledger per security so the history stays continuous.
Track performance and review tax events over time
Monitor total return, unrealised gains, income, and portfolio allocation across all accounts. The per-security ledger shows share count, ACB, Bank of Canada FX rates, and realized gains row by row. Warnings appear for missing transfer cost basis or incomplete data — before you act on the result.
Reconcile T5008 figures and export a capital gains package
At year-end, compare broker and T5008 values against your ACB ledger, inspect differences by security, and export capital gains summaries and disposition detail for filing or accountant review. This is the step where an accurate ledger turns into numbers you can actually file.
What makes TraderSight different from a brokerage account view
Brokerage dashboards show you your positions. They cannot show you how your portfolio fits together across accounts, whether your ACB is correct under CRA pooling rules, or how a return-of-capital distribution from last year affects your gain this year.
TraderSight is designed to fill that gap: one consolidated view that applies the right tax rules, tracks the numbers that matter, and produces the output you need at filing time.
Not ready to wait? For adjusted cost base tracking right now, MyCostBase is purpose-built for Canadian taxable accounts — pooled ACB across brokerages, ETF distribution adjustments, Bank of Canada FX rates, and T5008 reconciliation.
Explore free tools for Canadian investors — no account required.