The following instructions describe how to export your transaction data from Wealthsimple, and subsequently import the data into AdjustedCostBase.ca. Please note that uploading data from a spreadsheet requires an AdjustedCostBase.ca Premium subscription. Wealthsimple provides transaction data in 2 formats: Activities Export and Monthly Statement CSV.  We recommend choosing the Activities Export method, but both methods […]

This article contains instructions on how to import transaction data from Scotia iTRADE into AdjustedCostBase.ca in order to accurately calculate your ACB and capital gains. Please note that uploading data from a spreadsheet requires an AdjustedCostBase.ca Premium account. Download your Data from Scotia iTRADE Login to the Scotia iTRADE web interface. Navigate to your non-registered […]

The spreadsheet import functionality on AdjustedCostBase.ca enables you to easily import transactions from your TD Direct Investing accounts. We have a template readily available that is compatible with the TD Direct Investing CSV (comma separated value) format. Just follow the steps outlined below. Please note that you’ll need access to AdjustedCostBase.ca Premium to unlock the […]

The spreadsheet importing functionality on AdjustedCostBase.ca enables you to easily import your transactions from your Questrade account. We provide a settings template that is fully compatible with the Microsoft Excel spreadsheet files that Questrade produces. Importing your transactions is simple—just follow the instructions below. Please note that importing data from a spreadsheet requires an active […]

AdjustedCostBase.ca provides a feature to premium subscribers allowing transactions to be uploaded in bulk from a spreadsheet into the ACB calculation engine.  Accepted file formats include Microsoft Excel (both .xls and .xlsx files) as well as CSV (.csv comma-separated value files). This feature is only available to AdjustedCostBase.ca Premium subscribers.  The cost of the enhanced […]