Start free with up to 25 lifetime transactions, then upgrade for CSV imports, reports, and multi-owner workflows.
The pricing is intentionally simple. Start free to build and validate your ACB ledger, then upgrade when you need broker CSV imports, exported reports, and broader multi-owner workflows. All prices are in Canadian dollars.
Free
$0CAD
For investors getting started with ACB tracking and manual entry.
The free plan lets you build and validate the ledger through manual entry for up to 25 lifetime transactions. Once you upgrade, MyCostBase becomes a complete filing-season workflow with unlimited transactions, broker CSV imports, T5008 reconciliation, and expanded tax-owner support for households or firms.
Frequently asked questions about MyCostBase pricing
Yes. The free plan includes up to 25 lifetime transactions, ACB calculations, Security Ledger view, and manual transaction entry for one tax owner. There is no trial period and no credit card required. CSV import and advanced reporting workflows are available on paid plans.
The free tier is built to let you validate your adjusted cost base history and build confidence in the ledger before paying for import and reporting workflows. It is intentionally scoped to manual entry and a 25-transaction lifetime limit, while paid plans unlock large-volume workflows.
No. MyCostBase maintains your adjusted cost base ledger and produces the capital gains detail you need before entering values into filing software. It handles the upstream calculation work — pooled ACB, FX conversion, ETF adjustments, T5008 reconciliation — that filing software assumes you already have correct.
Yes. MyCostBase is designed for catch-up histories, including purchases going back many years, broker-to-broker transfers, and foreign-currency trades. You can import via broker CSV (Household plan) or enter transactions manually (both plans). The system is designed to support the full depth of history needed to calculate a correct adjusted cost base from the first purchase forward.
No. RRSP, TFSA, FHSA, and RESP accounts are excluded from the taxable adjusted cost base pool. Only non-registered (taxable) accounts contribute to ACB calculations. During setup you mark each account as taxable or excluded, which determines what belongs in the pool.
Yes. The Accountant plan is available at $299 CAD/year and includes up to 25 client tax owners, unlimited transactions, CSV import, all six PDF report types, T5008 reconciliation and batch import, and a bundled export package.