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Easier ACB and capital gains

March shouldn't be an archaeology project. Your cost base and gains, tracked as you go, ready when you need them.

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ACB, tracked as you go

Adjusted cost base is easy on day one and a nightmare five years later. Greenline keeps it current as you go.

  • Every buy, sell, and DRIP

    Each one updates your cost base the moment you log it.

  • Per-lot precision

    Every purchase keeps its own cost, so the selling math is already done.

I don't think I really understood my money until I started using this…
Curtis, Calgary, AB

No year-end surprise

Estimated capital gains build up on the page as you trade, not in an envelope in April. Sell in March, know in March.

  • Gains and losses, netted

    Your realized gains against your losses, in one number.

  • Confidence, on the figure

    How firm the estimate is, shown right on the card.

Kept straight, account by account

Only some of your accounts matter at tax time. Greenline knows which.

Non-registered

ACB and capital gains tracked per holding, per lot. These are the numbers your return needs.

TFSA, RRSP, FHSA

Sheltered accounts stay out of your tax math, automatically. No noise in the numbers that count.

Made to hand over

Coming soon

Today you can see ACB and estimated gains for every non-registered holding. Exportable reports, ready to file or hand to your accountant, are on the way. Greenline shows your data; the tax advice stays between you and your accountant.

Shipping next

More reports are on the way

T1135 foreign property report

Know if you're over the threshold, and what to report.

Dividend income report

Your year of income, summarized.

Questions, answered

Does Greenline give tax advice?

No. Greenline organizes and shows your own numbers: cost base, gains, and income. What to do with them is between you and your accountant.

How is ACB handled across accounts?

Cost base is tracked per holding and per lot in your non-registered accounts. Registered accounts like a TFSA or RRSP are kept out of your tax math automatically.

What about reinvested dividends?

Logged DRIPs adjust your cost base as they happen, which is exactly where spreadsheet ACB tracking usually falls apart.

Can I catch up if I have never tracked ACB?

Yes. Import your history, PDFs, CSVs, or manual entries, and Greenline rebuilds your cost base from your actual transactions.

Ready to know exactly what you own?

See your full portfolio, free

Free during Beta. Early Members will be offered better rates than new users when we launch paid plans.