Crowdfolio tracks your ASX holdings, detects drift from your model portfolio, and shows the exact CGT cost of every proposed trade — before you place an order. Built for Australian DIY investors.
Your Decision Centre
Portfolio drifted 8.4% from your model
Rebalancing now saves A$340 in CGT vs. after 1 July 2027
Import from CommSec · CMC Markets · Stake · Hub24 · Netwealth · Praemium · Sharesight
Data encrypted at rest and in transit
Modelling tools only — no financial advice
Start with a proven portfolio
Copy a model portfolio from a trusted investor, friend, or well-known brand. No starting from scratch.
Make it yours
Adjust the allocations to match your values, risk appetite, and what you believe in.
Backtest your strategy
Run 10 years of historical data against your model before you commit a dollar. See CAGR, max drawdown, and how the strategy behaved in 2020 and 2022.
Connect your broker
Import your existing holdings from your investment platform — Sharesight, CMC, CommSec, or others.
Rebalance with your CGT cost mapped
Every proposed sell shows the parcel, the estimated CGT in dollars, and whether waiting for the 12-month discount changes the maths. You decide; Crowdfolio gives you the full picture.
See exactly how far each position has drifted from your target model — and whether correcting it now is worth the CGT cost.
Parcel-level tax calculations with FIFO, LIFO and average cost methods.
Spot opportunities to offset gains before year-end.
Parcel-level CGT cost on every proposed sell. FIFO, LIFO, specific selection, or CGT-optimised — your choice, your records.
Compare your portfolio against the S&P 500, ASX 200, or a custom benchmark over any time period.
Track upcoming dividends, franking credits, and after-tax yield across your entire portfolio.
Most trackers tell you what your portfolio did. Crowdfolio is built around the decision you haven't made yet — showing the capital gains tax (CGT) consequences of a trade before you place it.
| Capability | Typical trackers | Crowdfolio |
|---|---|---|
| CGT visibility | Reported after you sell | Forecast before you place the order |
| Tax lots | Portfolio-level totals | Parcel-level FIFO, LIFO & average cost |
| Drift from your model | Manual spreadsheet checks | Automatic drift alerts against your target |
| Price | Paid tiers for tax reports | Free plan available; Pro $14.99/month |
Coming from another tool? See how Crowdfolio compares to Sharesight or read how CGT-aware rebalancing works.
The CGT changes taking effect on 1 July 2027 mean the same rebalance can carry a different tax bill depending on which side of that date you trade. Crowdfolio's Rebalance Planner shows the estimated CGT for both timings, so you can decide with the full picture.
Read the 2027 CGT guide →Yes. Crowdfolio supports SMSF portfolios with full CGT and tax lot tracking across all assets.
All data is encrypted at rest and in transit. We undergo regular third-party security reviews.
Crowdfolio has a Free plan and a Pro plan at $14.99 per month AUD (or $143.90 per year). Pro starts with a 14-day free trial — no credit card required.
Yes. We support ASX, NYSE, NASDAQ, LSE, and most major global exchanges with automatic currency conversion.
You can cancel at any time from your account settings. No lock-in contracts. Your data remains accessible for 90 days after cancellation.
Yes — that's core to how Crowdfolio works. Once you've built a portfolio you're proud of, you can publish it as a model for others to follow. Your followers see your allocation and reasoning, not your personal holdings or balance.
Sharesight and similar tools track what you own. Crowdfolio helps you define what you want to own, then bridges the gap — start from a proven model, make it yours, and get a clear trade list to stay aligned as markets move. It's the difference between a rear-view mirror and a GPS.
Yes. The dividend tracker records franking credits and after-tax yield for every ASX holding, so your income and CGT picture reflect what you actually keep — not just the headline dividend.