Built for Australian Investors

Your accountant will ask where you got this.

The Australian share tracker that does your CGT for you — FIFO matched, the 50% discount applied, franking credits accounted for. Import your CommSec trades and get an ATO-ready number in minutes.

Track your portfolioTry the live demo
CGT · FY 2024–25FIFO · ATO
$8,742.00
Taxable gain · after 50% discount
FIFO
ATO method
100%
ATO compliant
Free
demo mode
Imports fromCommSecStakeSelfWealthNABtradeCMC
ATO compliant
FIFO cost base, 50% discount, franking credits — all tracked the way the ATO expects.
Multi-portfolio
Personal, SMSF and family trust — kept separate, reconciled together.
AI that draws charts
Ask plain questions. Get interactive answers, not walls of text.
Local-first data
Stored in your browser by default. Cloud sync is opt-in.

Trusted by Australian investors

Built for Australian share investors who need accurate CGT calculations and ATO-ready tax reports they can trust

ATO Guidelines Compliant
256-bit Encryption
No Hidden Fees
Growing Community
Australian Made
01 — THE PROBLEM

Tax time doesn't have to be painful

Australian investors face unique challenges when calculating capital gains. We built the solution you've been waiting for.

The Old Way

What investors struggle with

Complex CGT Calculations

Different purchase dates, partial sales, and the 12-month discount rule make manual calculations error-prone and time-consuming.

Missing Stock Events

Stock splits and delistings go unnoticed. Manual research takes hours. Incorrect cost bases lead to wrong CGT calculations.

Manual Research Required

Want to know how you're doing vs the market? Or why a stock stopped trading? Hours of manual work to find answers.

Spreadsheet Nightmares

Tax time means hours of manual data entry, formula errors, and the constant fear of missing something.

The Savvy Way

How we make it effortless

Automatic FIFO Calculations

Our engine automatically applies FIFO rules and the 50% CGT discount for assets held over 12 months.

Proactive Automation, Your Control

We detect splits and delistings, research the details, and present them clearly. You review and apply when ready. Stay informed without the legwork.

Ask a Question, Get a Chart

Ask 'How am I doing vs the market?' and get a real chart comparing your portfolio to ASX 200. Visual answers, not just text.

Natural Language Portfolio Insights

Ask anything about your portfolio. Get charts, summaries, CGT breakdowns - all generated on demand in plain English.

Hours of work
Minutes with us
02 — WHAT'S INSIDE

Built for investors who care about the third decimal.

Most trackers stop at market value. We take it the whole way — through cost bases, holding periods, discounts and credits — and hand you a number you can file.

FIFO

Automatic CGT

Every sell matched FIFO against your oldest buys. Cost base, brokerage, holding period and the 50% discount — worked out the way the ATO expects.

Sold 80 × CBA$9,944
Cost base · FIFO$5,760
Capital gain+$4,184
Held 14mo · −50%−$2,092
Taxable$2,092
AI

AI that draws charts

Ask in plain English. "How did I do against the ASX 200 since March?" — it builds the chart, not a wall of text.

› How did I do vs ASX 200?
━ You +22.6%┄ ASX 200 +11.4%
IMPORT

Smart CSV import

Drop in your CommSec, Stake, SelfWealth or NABtrade export. We detect the format and parse every line before you commit.

commsec_2024.csv
156 rows · auto-detected
PARSED
DIVIDENDS

Franking credits

Every dividend logged with franked / unfranked split and the franking credit. Flows straight into your tax summary.

CBA$434$186 fr.
BHP$864$370 fr.
WBC$279$120 fr.
ACTIONS PRO

Splits & delistings

We watch your holdings for corporate actions. When something splits or delists, we research it and bring it to your Action Hub.

NVDA10:1 split detectedApply
SYRDelisted 12 MarReview
AGLCapital return $0.32Record
SMSF

Multi-portfolio

Personal, SMSF, the family trust. Separate for reporting, together for everything else.

Personal
$642,857
+22.7%
SMSF · Avand
$1.12M
+18.4%
Family Trust
$284,300
+11.2%
Speculative
$48,920
−4.1%
05 — PRODUCT DEMO

See it in action

Explore the key screens that make managing your Australian portfolio and CGT obligations effortless.

View your complete portfolio with real-time valuations and P&L

savvyportfolio.app/dashboard
Total Value
$29,280
Total Gain/Loss
+$1,766
Return
6.42%
Stock
Value
P&L
BH
BHP
BHP Group Limited
$6,870
+$495
+7.77%
CB
CBA
Commonwealth Bank
$9,476
+$1,060
+12.6%
CS
CSL
CSL Limited
$7,130
$-320
-4.3%
WE
WES
Wesfarmers Limited
$3,744
+$396
+11.83%
Real-time ASX prices
Automatic cost base tracking
Holding period calculation
03 — HOW IT WORKS

From CSV to tax return in 3 steps

Get from CSV file to ATO-ready CGT report in three simple steps. No accounting degree required.

1

Import

Drop in your broker CSV — CommSec, Stake, SelfWealth, or NABtrade. Your full trade history appears in seconds. No manual entry, no reformatting.

2

Track

See what your shares are worth right now. Live ASX prices keep your portfolio value, gains, and losses always up to date.

3

Report

Hit export at tax time. Your CGT report has everything your accountant needs — cost bases, holding periods, the 50% discount, and franking credits.

Most users complete setup in under 5 minutes
GET THE APP

Your portfolio,in your pocket.

Same account, same portfolios, same CGT numbers — synced. Check a holding on the train, import your CommSec CSV when you get home.

Android · Out nowFree download

Track on the go.

Free on Google Play. Every portfolio, transaction and CGT number you have tracked on the web is already there when you sign in.

Get it onGoogle Play
iOS · Coming soon

iPhone, shortly.

The iOS build is on its way to the App Store. Same account, same portfolios — you will pick up exactly where the web left off.

Coming soon toApp Store

Want the launch email? Subscribe at the bottom of this page.

04 — EARLY FEEDBACK

What early users are saying

SavvyPortfolio is in early access. Here's what our first users think about tracking their portfolios and calculating CGT.

“It saved me the four hours I used to spend reconciling CommSec exports — and an accountant fee on top.”
LT
Linh Tran · SMSF investor · Melbourne
  • As an SMSF trustee, accurate CGT reporting is critical. This tool has completely transformed how I handle tax time. The automatic 50% discount calculations for long-term holdings save me hours of spreadsheet work, and my accountant loves the clean reports.
    SMSF TrusteeSydney
  • The proactive alerts are amazing. When a stock did a consolidation, I got a notification with all the details — split ratio, affected trades, everything. One click to apply. I didn't have to research anything.
    Active TraderMelbourne
  • I recommend this to all my clients with share portfolios. The ATO-ready reports are spot on, the FIFO calculations are accurate, and it handles complex scenarios like DRPs and share splits properly. It's saved me countless hours during tax season.
    Tax AccountantBrisbane
  • As a dividend investor focused on income, tracking franking credits used to be tedious. Now I can see exactly how much in franking credits I've accumulated across all my holdings. The dividend reports are exactly what I need for my tax return.
    Dividend InvestorPerth
  • Finally, a portfolio tracker built for Australians! No more trying to adapt US-focused tools to our tax system. The CGT discount tracking alone is worth it — and it costs a fraction of what I was paying before.
    Retail InvestorAdelaide
  • Managing multiple portfolios for my family trust was chaos before this. Now each portfolio has its own CGT calculations and reports. The AI assistant is surprisingly useful for quick questions about my holdings.
    Family Trust ManagerGold Coast
  • I typed 'show me my portfolio vs ASX 200' and the AI generated a real interactive chart with my actual data. Not a static image — a proper chart I could explore. This is the future of portfolio tools.
    Software DeveloperSydney
  • When one of my stocks got delisted, the app detected it, researched why, found the final price, and presented it all in my Action Hub. I just reviewed and clicked apply. Incredible time saver.
    Self-Managed InvestorBrisbane
Try the Demo

No sign-up required. Explore with sample data.

03 — What it costs

Free for the curious. Fifteen dollars for the serious.

Free
$0.00/forever

Everything you need to dip a toe. One portfolio, ten holdings, the full CGT engine.

Start free
  • Included:One portfolio
  • Included:Up to 10 holdings
  • Included:ATO-aligned CGT engine
  • Included:CSV import (CommSec, Stake…)
  • Included:Franking credit tracking
  • Included:AI assistant · 2/day
  • Not included:CSV export of CGT reports
  • Not included:Multi-portfolio
  • Not included:Unlimited AI
Most Popular
Pro
$120.00/year

$10/month billed annually — save 33%. Cancel anytime. 30-day money-back.

  • Included:Unlimited portfolios
  • Included:Unlimited holdings
  • Included:Unlimited AI + charts
  • Included:CSV export of CGT reports
  • Included:ATO-ready tax summary (PDF)
  • Included:Split + delisting detection
  • Included:Automatic dividend imports
  • Included:Action Hub alerts
  • Included:Priority support
vs. alternativesSavvyPortfolioSharesightNavexa
Pro plan$15/mo$29/mo$16/mo
ATO-aligned FIFOYesYesYes
50% CGT discount automatedYesYespartial
AI assistant with chartsYesNoNo
Stock-split auto-detectionYesmanualmanual
Delisting researchYesNoNo
Local-first dataYesNoNo
Not sure which plan fits? Compare every feature in detail.
30-day money-back guarantee on all paid plans. No questions asked.
Common Questions

Frequently Asked Questions

Quick answers about CGT calculations, data security, and how SavvyPortfolio works.

Still have questions? Contact our support team

Start Saving Time on Tax

Your next tax return could take minutes, not hours.

Join Australian investors who are simplifying their tax reporting with automated CGT calculations and ATO-ready reports.

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