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About myCostBase
myCostBase is an adjusted cost base tracker built for Canadian investors with non-registered accounts. It maintains one reviewable ledger for identical securities held across multiple brokerages, applies transaction-date Bank of Canada exchange rates to USD trades, records DRIPs and ETF return-of-capital adjustments, and helps explain differences between the ledger and T5008 slips.
Manual entry is available on the free plan; paid plans add supported brokerage imports, reconciliation, and advanced reports. myCostBase supports tax preparation but does not file a tax return.
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Analytics
AI Tool Categories
Autonomous AI agents that can plan and execute complex tasks
AI tools for data processing and insights
AI systems for trading, financial analysis, and risk management
AI agents designed to enhance personal and professional productivity by automating tasks, managing schedules, prioritizing work, and providing insights to improve efficiency.
AI agents in the accountancy category streamline financial record-keeping, auditing, and reporting. These agents assist with automating bookkeeping, generating financial statements, ensuring compliance with accounting standards, and providing insights to optimize financial decision-making.
AI Tool Use Cases
Data Analysis
Analysis of complex data sets using AI to extract insights and patterns
Tax Optimization
AI agents for tax optimization assist businesses and individuals in minimizing tax liabilities while ensuring compliance with tax regulations. These agents can analyze financial data, identify tax-saving opportunities, automate tax filing processes, and stay updated with changing tax laws to provide real-time recommendations.
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AI Tool Pricing
Free Tier AvailableFreemium Model
Free basic features with premium features available for paid users. Start for free and upgrade as needed.
Paid plans starting from
Free tier includes basic features to get started
Plan Features
Prices may vary based on usage volume and selected features. Contact sales for custom enterprise pricing.
Integration Methods
Need help implementing myCostBase?
Connect with certified implementation partners who can help transform your business with myCostBase. Our vetted experts specialize in AI integration and deployment.
Find Implementation PartnersVetted Experts
Pre-screened partners with proven expertise in AI implementation
Fast Deployment
Accelerate your AI integration with experienced professionals
Guaranteed Results
Work with partners who understand your business needs
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