
Practice3 min read
I thought tracking the stocks was enough. Then I looked at the cash.
Why tracking stock purchases and sales is only part of the picture when you hold foreign cash or borrow to invest.

Why tracking stock purchases and sales is only part of the picture when you hold foreign cash or borrow to invest.

A practical explanation of adjusted cost base, why brokerage book values may not be enough, and why keeping a running history matters.

Adjustibl is now available, giving Canadian investors one place to organize transactions and understand the calculations behind them.