ToonieTally streamlines your Canadian brokerage activity to track Adjusted Cost Base, handle currency fluctuations, and keep your portfolio CRA-compliant without the manual spreadsheets.
Canadian tax laws are complex. ToonieTally makes them simple by automating the heavy lifting of portfolio accounting.
Precision tracking of every purchase. We calculate your average cost per share dynamically as you buy and sell.
US stocks? No problem. We automatically fetch historical Bank of Canada exchange rates for the exact date of your trades.
Automatic detection and adjustment for stock splits. Your historical records remain accurate without manual intervention.
Dividend Reinvestment Plans can be a nightmare for ACB. We track reinvested shares and adjust your cost base accordingly.
REITs and ETFs often have ROC components. ToonieTally handles the downward adjustment of your ACB to prevent overpaying tax.
Import your statement data directly. Our engine identifies symbols and transaction types from non-standard brokerage descriptions.
Connect your brokerage files from Questrade, Wealthsimple, TD, or other major Canadian institutions.
Our system identifies symbols, transaction types (Sell/Buy/DRIP), and daily currency exchange rates instantly.
Download a CRA-ready summary report. No more spreadsheet headaches or missing cost bases.