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How ActiveACB Compares

Every Canadian ACB tool has a different design philosophy. This page compares the ActiveACB ACB calculator with AdjustedCostBase.ca, MyACB, and Sharesight on workflow fit and Canadian tax-calculation coverage, not an exhaustive feature audit.

Feature ActiveACB AdjustedCostBase.ca MyACB Sharesight
Broker import workflow Yes: IBKR, Questrade, and Wealthsimple parsed directly; any other broker via the built-in column mapper Manual: entry, CSV, or spreadsheet import Partial: spreadsheet/CSV-based workflow Yes: broad broker connectivity for portfolio tracking
Canadian ACB focus Yes: built specifically for CRA capital-gains reporting Yes Yes Partial
Superficial loss handling Yes: full CRA three-limiter formula Manual: supported with more manual workflow Partial: workflow varies by data source No: not the core focus
FX cash pool ACB Yes Manual: possible with user-managed entries Partial: depends on import quality and setup No: no dedicated CRA cash-pool workflow
Options exercise and assignment Full: all four CRA cases Manual: can be recorded, but more manually Partial: more limited workflow No: not a primary tax use case
Corporate actions Yes: splits, mergers, ROC, standard cost-base spinoffs; taxable spinoffs flagged Manual: often user-entered or adjusted manually Partial: some support, depends on workflow Partial: primarily portfolio-reporting oriented
Per-leg FX conversion (buy-date cost, sell-date proceeds) Yes: Bank of Canada daily rates on each leg Manual: user supplies rates Manual: user supplies rates Partial: portfolio-level conversion
Verified ETF ROC and reinvested distribution data Yes: 200+ Canadian funds from issuer primary documents No: user-entered No: user-entered Partial
Reconciliation against broker figures Yes: IBKR broker bridge plus a T5008 checker for any broker No No No
Cross-account tax view Yes: multi-account upload in one calculation Partial: possible, but more ledger-style Partial: possible with consolidated data prep Partial: good account aggregation, weaker CRA-specific logic
Manual correction path Yes: inline trade editor plus Raw Trades XLSX re-import Yes: manual editing is the default workflow Yes: spreadsheet/CSV cleanup workflow Yes: portfolio transaction editing
Test transparency over 2,800 automated tests No: not published publicly No: not published publicly No: not published publicly
Best fit Canadian investors who want direct-file tax calculation Yes: investors comfortable maintaining a manual ACB ledger Yes: users who need a spreadsheet-first ACB workflow Yes: users who want broader portfolio tracking and reporting

When to use a different tool

AdjustedCostBase.ca
Best choice if you want a mature manual ACB ledger with excellent educational content and you are comfortable maintaining entries yourself. It is especially strong as a learning resource. We built ActiveACB for the point where manual maintenance becomes the bottleneck. Manual ledger maintenance also makes cross-account superficial loss detection impractical to do by hand.
MyACB
Best if your workflow is already spreadsheet-centric or you need to prepare and map transaction data yourself. If your broker is not parsed directly, ActiveACB's column mapper imports any trade-history CSV or XLSX. Match the columns once and the same tax engine runs the full calculation for every event the mapper can represent.
Sharesight
Best if you want portfolio performance analytics, dividend reporting, and broad broker connectivity in one product. Sharesight is a broader investment-tracking platform. ActiveACB is narrower and more specialized around Canadian tax-calculation correctness.
Your broker’s T5008
Fine if you buy and hold with no re-trades, no options, no U.S. securities, and no superficial losses. The CRA’s own T5008 instructions say Box 20 “may or may not reflect your adjusted cost base.” For any complexity beyond simple buy-and-hold, that number is often not enough.

Frequently asked questions

How does ActiveACB compare to AdjustedCostBase.ca?

AdjustedCostBase.ca is a mature manual ACB ledger with excellent educational content, and a strong choice if you are comfortable maintaining entries yourself. ActiveACB is built for the point where manual maintenance becomes the bottleneck. It parses IBKR, Questrade and Wealthsimple exports directly, imports any other broker through a column mapper, and applies cross-account superficial loss detection, per-leg Bank of Canada FX conversion and verified ETF return-of-capital adjustments automatically.

How does ActiveACB compare to MyACB?

MyACB suits a spreadsheet-centric workflow where you prepare and map transaction data yourself. ActiveACB parses the three named brokers directly and imports any other broker’s trade-history CSV or XLSX through its column mapper. Match the columns once and the same tax engine runs the full calculation.

How does ActiveACB compare to Sharesight?

Sharesight is a broader investment-tracking platform with portfolio performance analytics, dividend reporting and wide broker connectivity. ActiveACB is narrower and specialized around Canadian tax-calculation correctness, covering ACB pooling, superficial losses, FX cash pools, options and corporate actions on a Schedule 3 report.

Is my broker’s T5008 enough on its own?

It can be if you buy and hold with no re-trades, no options, no U.S. securities and no superficial losses. CRA’s own T5008 instructions say Box 20 may or may not reflect your adjusted cost base. Beyond simple buy-and-hold that number is often not enough, which is why ActiveACB includes a T5008 checker that reconciles the slip against a full calculation.

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