Crowdfolio tracks your ASX holdings, flags drift from your target model, and shows the exact capital-gains-tax cost of every proposed trade before you place an order.
Free plan · 14-day Pro trial · no credit card required
Bring in your portfolio by CSV or manual entry: CommSec, Stake, Pearler, SelfWealth, CMC, or any broker export.
Set a target model and watch how far each holding has moved from plan, with alerts when it crosses your threshold.
Every proposed sell is costed in capital gains tax, parcel by parcel, before you act.
Choose how parcels are picked: minimise tax, FIFO, LIFO, or highest-cost-first. Crowdfolio shows the projected CGT for each method, with the 50% discount, short versus long-term split, losses carried forward, and wash-sale risk all in the preview. You decide; Crowdfolio does the maths.
A clean capital-gains summary, dividend and franking-credit totals, and an all-trades export, ready for your tax agent or the ATO’s myTax. Every figure is an estimate from your own records, labelled “not tax advice.”
Crowdfolio surfaces holdings sitting on an unrealised loss and estimates the tax benefit of realising it. It also marks where selling and re-buying could raise Part IVA or wash-sale risk, so nothing catches you out.
Sharesight and Navexa report your CGT at tax time. Crowdfolio puts the tax cost inside the decision, before the trade.
See the free CGT calculator →| Capability | Spreadsheet | Sharesight | Navexa | Crowdfolio |
|---|---|---|---|---|
| ASX + international holdings | manual | ✓ | ✓ | ✓ |
| Drift from a target model | – | – | partial | ✓ |
| CGT costed before the trade | – | – | – | ✓ |
| Parcel selection (FIFO / LIFO / specific) | – | partial | ✓ | ✓ |
| Strategy backtesting | – | – | – | ✓ |
| Export / no lock-in | ✓ | limited | limited | ✓ |
Factual capability comparison. Competitor rows reflect each tool’s current feature set.
Coming from another tool? See how Crowdfolio compares to Sharesight or read how CGT-aware rebalancing works.
Yes. Upload a CSV export from most Australian and international brokers. CommSec, SelfWealth, Stake and CMC have ready-made column templates, and any other broker maps in the preview step. You can also add holdings manually.
Crowdfolio calculates CGT per parcel using your chosen method (FIFO, LIFO, specific, or tax-minimising), applies the 50% discount to parcels held over 12 months, and nets prior-year losses. Figures are estimates from your records: general information, not tax advice.
Yes. Individual, SMSF and company accounts are supported, each with its own holdings, cost base and CGT tracking.
Assets held more than 12 months may qualify for a 50% CGT discount for individuals and trusts. The rebalance preview shows which parcels qualify and reflects the discount in the projected tax.
No. Crowdfolio provides factual portfolio-modelling and calculation tools only. Nothing here is financial or tax advice. For advice, speak to a licensed adviser and a registered tax agent.
Your data is yours. Export it any time, with no lock-in. Cancel whenever you like; your data stays accessible for 90 days after cancellation.