Margin Account Tracker

Track your Margin account in one dedicated Google Sheets dashboard — built for the Canadian system, not adapted from an American template.

Live stock and ETF prices and adjusted cost base (ACB) calculations track every trade automatically. Monthly interest tracking with break-even yield tells you exactly what return you need to cover borrowing costs, while the built-in Tax Dashboard covers capital gains at the 50% inclusion rate, Canadian eligible dividends, US dividend withholding, and the margin interest deduction (Line 22100) — everything you need at tax time in one place. Built specifically for Margin investors who don't need TFSA, RRSP, or RESP tracking cluttering the view. No subscriptions, no software to install — just make a copy and start tracking today.