I have several taxpayers who do routinely investments in stocks / shares. At times, the monthly statement runs into several pages.
We have been tracking the ACB, etc. on Excel spreadsheet, but it becomes very cumbersome and at times error-prone. The software Quicken was recommended but I am told that this is discontinued. Any other recommendations, please?
Quicken is still available. I really like Tax Templates - they have a robust package of excel templates but you can purchase just the investment tracking. Also has foreign exchange and is updated weekly.