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Your cost base, calculated instantly.

Import PDF, CSV, or Excel statements for instant, CRA-compliant ACB and capital gains. Then ask Gainly Agent to explain or update any transaction.

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Statement imported34 transactions · 98% confidence
gainly.ca/overview
Portfolio overviewNon-Registered ▾
Total ACB
$16,618.83
Realized gain (2026)
+$1,222.61
SYMBOLSHARESACB
SHOP40$2,635.90
VFV75$8,343.55
XEQT205$5,639.38

Import your history

PDF, CSV, or Excel

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Explain or update a transaction

Import from major Canadian brokerages
PDFCSVExcel
WealthsimpleQuestradeRBCScotiabankTD

How it works

Three steps. No spreadsheets.

Import your history, get your tax numbers, and ask Agent for help.

01

Upload your history

PDF, CSV, or Excel. One file or years at once.

02

Get your numbers

Transactions, ACB, capital gains, and tax warnings—calculated automatically.

03

Ask Gainly Agent

Understand the numbers, find issues, or update a transaction.

Introducing Gainly AgentNew

Skip the forms.Just ask.

Add and edit transactions in plain English.

Start using Gainly Agent

You approve every change.

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Preview

Online

Add 10 AAPL shares at $210 on Jan 15.

Transaction ready

A

AAPL

Buy · Jan 15, 2026

Shares

10

Price / share

$210.00

Total value

$2,100.00

Review & add
Add or change a transaction…

Interactive preview · Illustrative data

Privacy by design

Your data stays yours.

Gainly reads your files—not your brokerage accounts.

Encrypted in transit & at rest
Only you can access your data
No broker credentials
Delete your data anytime

Why Gainly

Leave the spreadsheet behind.

Import your history. Automate the rules. Ask Agent for help.

Getting your history in
ManualType every trade by hand
GainlyImport PDF, CSV, or Excel
Making a correction
ManualEdit form after form
GainlyJust ask Gainly Agent
Superficial-loss rule
ManualTrack the 30-day windows
GainlyFlagged automatically
Return of capital & splits
ManualManual adjustments
GainlyHandled natively

FAQ

Questions, answered.

Still wondering? Email hello@gainly.ca

What is Adjusted Cost Base (ACB)?+
Adjusted cost base is the cost of your investment, adjusted for commissions, return of capital, and corporate actions such as stock splits. You use it to calculate your capital gain or loss when you sell.
Why does ACB matter for Canadian taxes?+
The CRA requires you to report capital gains and losses on Schedule 3. Accurate ACB helps make sure you do not overpay or underpay tax.
What is the superficial loss rule?+
If you sell at a loss and you or an affiliated person repurchase the same security within 30 days before or after the sale, the CRA may disallow the loss. Gainly flags these transactions for review.
What files can I import?+
Gainly supports PDF, CSV, and Excel (.xlsx and .xls) statements from major Canadian brokerages. Import one file or years of history at once.
What can I do with Gainly Agent?+
Ask Agent to explain your ACB, summarize a tax year, find missing details, or prepare transaction updates. Nothing is applied without your approval.
Is my data secure?+
Your data is encrypted in transit and at rest, with row-level security so only you can access your portfolios. Gainly never needs your brokerage credentials.
Is Gainly free to use?+
Yes. Gainly is free during early access.

Your portfolio, without the busywork.

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