Adjusted cost base calculator
Track one security across buys, sells and commissions, and see what the adjusted cost base became after each transaction.
Free tools
Calculators for the arithmetic Canadian investing keeps asking for and nobody enjoys doing. Each one runs entirely in your browser. Nothing you type is sent anywhere, nothing is saved, and none of them asks for an account. No advice, ever.
T5008 and cost base checker
Put box 20 from your slips beside your own adjusted cost base, and see the Schedule 3 totals each one implies.
TFSA and RRSP contribution room calculator
See which deposits count against which tax year, including the RRSP first 60 days rule, and how much room is left.
US withholding tax calculator
What US dividends lose to withholding in each account, whether you get it back, and what the holding structure does to the answer.
US dollar capital gain calculator
Convert each side of a trade at the rate on its own date, and see how much of the gain was the security and how much was currency.
Time-weighted vs money-weighted return
Two honest answers to how you did: the return of the holdings, and the return your money actually earned.
CAGR calculator
The compound annual growth rate between two balances, plus the rate your money actually earned once you declare your deposits.
Asset allocation and drift calculator
Put your target split beside what you hold today, see the drift on each sleeve, and what it would take to close it.
Dividend calculator
Income a year, current yield and yield on cost side by side, plus the adjusted cost base that reinvesting builds.
Investment fee drag calculator
See what a management expense ratio adds up to over a long holding period, and compare two cost levels.
These answer one question at a time
Each calculator takes the figures you type and forgets them. Doing the same arithmetic continuously, across every account you hold, is what the product is for: portfolio tracking for Canadian investors sets out what that covers, and the tour walks a demo portfolio screen by screen.