PrivateACB

Pricing

Buy the program, not a subscription. One payment, and every update within the current major version.

Each button buys a license for the program. You pay on Stripe's page, and the license key is emailed to you within a few minutes.

Payment is taken by Stripe on its own page; your card details never reach this site. If the checkout page does not open, antivirus or browser security software may be blocking it — add buy.stripe.com to its trusted sites and try again.

Every license includes

  • Every update within the current major version. A license buys every update within the current major version. A future major version would be a new purchase, and the version you have keeps working.
  • Use on up to 3 computers. Move it by deactivating one in Settings.
  • Every report the program makes for your country, as PDF and, for the tables, CSV.
  • A 30-day money-back guarantee. If it isn't right, write to the support address with your order and it is refunded.
  • No account. A license is a key you type in. Nothing about your portfolio is ever sent to me.

What each country's license covers

Canada

Adjusted Cost Base (ACB) — Canada Revenue Agency (CRA).

Rules: Superficial-loss rule · Denied losses added back to the ACB · Schedule 3 reports the full gain; the 50% inclusion happens on your return

Reports: Schedule 3 · T1135 Foreign Property · ACB Summary · Superficial Loss · Income Report · Audit Provenance

Canada in detail →

United States

Lot tracking (FIFO, LIFO or HIFO) — Internal Revenue Service (IRS).

Rules: Account-by-account basis (T.D. 10000) · Form 8949 boxes for digital assets · Wash-sale rule — a switch, off by default · Short-term and long-term

Reports: Form 8949 · Schedule D · Lot Tracking · Wash Sale Report · Income Report · Audit Provenance

United States in detail →

Australia

Parcel tracking (FIFO, LIFO or HIFO) — Australian Taxation Office (ATO).

Rules: 50% CGT discount, held more than 12 months · Losses set against the non-discount gains first · No mechanical loss-denial rule

Reports: CGT Summary · CGT Worksheet · Lot Tracking · Income Report · Audit Provenance

Australia in detail →

United Kingdom

Section 104 pool (weighted average cost), after same-day and 30-day matching — HM Revenue & Customs (HMRC).

Rules: Same-day rule (s. 105) · 30-day rule (s. 106A), bed and breakfasting · Section 104 pool · Annual Exempt Amount

Reports: SA108 - Capital Gains Tax summary · Capital Gains Details · Pool History · Income Report · Audit Provenance

United Kingdom in detail →

Try it first

The 30-day trial is the full program: import your files, fill the prices, run the calculation, read every report on screen. Only exporting needs a license. No account, no email, no card.

Download the free trial   How the trial and licensing work →