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ACB is a tool for calculating adjusted cost basis (ACB) and capital gains. This is primarily designed for Canadians filing tax returns, who have stocks, RSUs, ESPPs, etc.

Features

  • Can compute the total and per-share Adjusted cost base for each stock
  • Computes each transaction's capital gain, based on the ACB at that time
  • Can perform automatic lookups for the daily CAD/USD exchange rate (from bankofcanada.ca) if needed. This uses the historical noon rates for 2016 and before, and the indicative rate for 2017 and newer.
  • By default applies the superficial loss rule to capital losses, when appropriate
  • Can accept multiple csv files (eg. one of each year of transactions, or however they are organized)
  • Can do computations for multiple securities/symbols in a single execution
  • Can apply an "initial" value for each symbol (eg. apply last year's used ACB/stock quanity)

Web App

ACB can now be run from your browser! Everything is kept completely local (your transactions and portfolio data is never uploaded anywhere)!

It's available here.

Run From The Command Line

ACB can also be built and run on your command line, provided you have the GO (golang) toolchain. More details on installation are on the README.