Capital Gains Taxmade simple.

Join as an InvestorHow it works

Track your portfolio

Real-time unrealised gains/losses for US markets, the ASX and more

Learn more
BTC
A$103,450.00
+1.42%
SOL
A$224.50
+4.11%
NVDA
US$127.40
+3.85%
AAPL
US$214.30
-0.45%
CBA
A$128.50
+0.62%
BHP
BHP
A$42.80
-1.15%

How it works

Five simple steps from broker statement to ongoing peace of mind.

1

Import your CSV

2

We calculate

3

Download your report

4

Submit or Send

5

Ongoing Support

01

Import your CSV

02

We calculate

03

Download your report

04

Submit or Send

05

Ongoing Support

|

Capital gains at a glance

View your total gains, losses, CGT discount, net taxable position, and portfolio allocation — all on one customisable dashboard.

Explore Dashboard

Capital gains at a glance

View your total gains, losses, CGT discount, net taxable position, and portfolio allocation — all on one customisable dashboard.

Explore Dashboard

Import in seconds

Drag and drop your broker CSV, ZIP bundle, or connect via API. Files are parsed in memory and discarded immediately.

Start Importing

Track every position

Monitor quantity, average cost, and unrealised P&L across every ticker, platform, and market — updated in real time.

View Holdings

Complete holistic reviews

Analyze your investments with comprehensive tracking. Rolling net returns, dividend yields, custom periods, and historical comparisons.

Explore Performance
sharetax.com.au/dashboard
Dashboard
Import
Holdings
Taxes
Performance
Capital Gains Overview14 Total Disposals
Total Capital Gains
+$4,992.50
Total Capital Losses
-$820.00
Short-Term Gains
$1,812.50
8 disposals · Full rate
Long-Term Gains
$3,180.00
6 disposals · 50% discount
Total$18,240
Tax & Discount Summary (FY2026)
Net Taxable Capital Gain
$2,582.50
After loss offset & 50% discount
CGT Discount-$1,590.00
MethodFIFO

Supported Brokers and Wallets

Native import for the platforms most Australian retail investors use. Need something else? Drop into our Generic CSV template. Check our Broker and Wallet Guides.

CommSecASXCSV (Transaction History export)Stake AUASXXLSX (Portfolio Report)Stake USNYSE / NASDAQXLSX (Portfolio Report)BetasharesASXCSV (Transaction History)CoinbaseCryptoCSV (Transaction History)SwyftxCryptoCSV (Transaction History)PhantomWallet (Solana)API / CSV (Wallet Export)

Everything you need

Whether you're a retail investor looking to save time and money as you scale, or a forward-thinking trader.

Minimise CGT

Intelligently offset gains against losses.

Learn more

Automated Import

Support for CommSec, Stake, and Crypto.

Learn more

Audit-Ready Reports

Generate compliant PDF and Excel exports.

Learn more

Bank-Grade Security

Your data is encrypted and securely stored.

Learn more

Pricing

Start free — every feature included. Upgrade when your portfolio grows.

Available now

Free

Free
  • 1 portfolio
  • Free tax reports up to FY25
  • 2,500 trades per portfolio
  • FIFO CGT calculation
  • PDF, Excel & CSV exports (FY25 & earlier)
  • Guest mode (24 h, no account needed)
  • FIFO only (upgrade for LIFO, HIFO, Min CGT)
Get started free
Most popular

FY26 Report

$10 AUD · one-off, per FY
  • 5 portfolios
  • Everything in Free, plus:
  • Full FY26 ATO-ready Tax Report
  • All CGT methods (LIFO, HIFO, Min CGT, Specific ID)
  • 10,000 trades per portfolio
  • PDF & Excel exports for FY26
  • Pay once — no subscription
Join the waitlist →

Enterprise

$100 AUD / month
  • 100 portfolios
  • Up to 100,000 trades per portfolio
  • All CGT methods
  • Client portfolio management
  • Bulk report generation
  • Dedicated account manager
Join the waitlist →