Dan’s Portfolio ACB

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Would it be possible to add a column to the portfolio to show the Adjusted Cost Base. It would be interesting to see how individual positions are performing

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Asked on November 11, 2025 3:31 pm
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Close is better than nothing. You could start at year end or Jan 1 to give an idea of how things are progressing thru the year.
(deaddog01@gmail.com at November 12, 2025 8:35 am)
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I will keep in touch with this and get it added.
(Dan Kent at November 12, 2025 9:26 am)
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Hey there. So I found my ACBs. However, the more I dug into this, the more I think it's not really going to be all that effective. If I had my entire history, it definitely would be, but I don't. For example, I've own Fortis for 10+ years. However, I recently made some shuffles in my RRSP where I sold the position and repurchased it a few years ago, making my ACB $55+. Whereas if I were to guess, it would be in the high $30's, low $40s.
(Dan Kent at November 13, 2025 7:30 am)
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Hey there. Not a bad idea, and something I can probably work into the table.

My only concerns would be the ACBs not being 100% correct. I've moved brokerages like 4 times over the last 5 years to take advantage of deposit bonuses.

I'll dig into it and see if it is feasible to add.

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Posted by Dan Kent
Answered on November 11, 2025 3:45 pm
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Hey Dan, when you switch Brokerage Firms to take advantage of the Cash Incentives, how long on average does it take for the move of your investments usually? Do they usually cover the costs for moving your accounts? Cheers, Rick
(Rick Reeves at November 14, 2025 3:42 am)
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Hey Rick. It's usually not long at all if you don't have any problems. I had some issues as I had Constellation warrants in my account, so it took about a month for my TFSA, but the other accounts were at Questrade in 10 days or so.
(Dan Kent at November 14, 2025 7:24 am)
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Hey Dan, Thanks for the information! 😄
(Rick Reeves at November 15, 2025 1:34 am)
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