See the exact CGT on every trade you consider — before you place the order.
Free plan · 14-day Pro trial · no credit card required
Sharesight and Navexa report your CGT at tax time. Crowdfolio puts the tax cost inside the decision, before the trade.
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.
| 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.
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.
Your holdings, transactions and tax data are encrypted in storage and over the wire, and isolated per account. The details are in the privacy policy.
We never ask for your broker or bank password. Holdings come in by CSV export or manual entry, so there are no trading credentials for us to hold or to lose.
Export everything we hold on you, or delete your account outright, from your account settings. No support ticket, no retention hoops, no lock-in.
Crowdfolio is built by two co-founders, not a faceless company: Siarhei Louhach (LinkedIn) and Konstantin Kashkovskii (LinkedIn), software engineers and longtime DIY investors based in Sydney. More about us →
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.
Three ordinary days in 2026-27. Nothing went wrong. Nobody sent a bill. The money just never came back.
Sam is a hypothetical investor. The figures are illustrative estimates, not a forecast of your outcome.
| Date | Est. CGT difference | Running total |
|---|---|---|
| 25 Aug 2026 | $585 | $585 |
| 12 Nov 2026 | $624 | $1,209 |
| 24 Jun 2027 | $468 | $1,677 |
Needed $11,000 for a deposit. Sold the parcel bought 15 Sep 2025, held 11 months and 10 days. The 50% discount would have started on 16 Sep.
Trimmed 100 units of VGS back to target. The broker default is first in, first out, so the 2016 parcel ($5,000 gain) went, not the Dec 2025 parcel ($900 gain).
A small-cap sat $2,400 under water all year. Never sold, so it never offset the year's gains. Selling and buying it straight back is a wash sale; switching to a similar ETF generally is not.
Wash-sale (Part IVA) risk if re-bought Substitute: similar ETF, different index
Hypothetical, illustrative scenario. 2026-27 resident rates, 37% bracket plus 2% Medicare levy, prices assumed flat; the 12 Nov parcel choice defers tax on the parcel kept rather than removing it. Crowdfolio provides general information only — not financial product advice (general or personal) and not tax advice. The figures are estimates, not a recommendation or a statement of opinion, and don't consider your objectives, financial situation or needs. Crowdfolio is not a registered tax agent. Seek your own advice from a licensed financial adviser and a registered tax agent before acting.
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.