About Crowdfolio

We’re building the portfolio tracker Australian DIY investors actually need — one that understands CGT, tracks drift from your model, and tells you when (and how much) to rebalance without blowing your tax bill.

What is Crowdfolio?

Most portfolio trackers tell you what you have. Crowdfolio tells you what to do — with full awareness of the tax consequences. As DIY investors ourselves, we were frustrated that every rebalancing decision required a spreadsheet, a calculator, and a prayer that we were applying FIFO correctly.

We built Crowdfolio to fix that: a platform that tracks your ASX and global holdings, detects drift from your model portfolio, and generates CGT-aware buy/sell recommendations that minimise your tax exposure at rebalance time.

The team

Two engineers. 25+ years of fintech and distributed systems at scale.

Konstantin Kashkovskii, Co-founder of Crowdfolio

Konstantin Kashkovskii

Co-founder

Senior roles at Yandex and Canva. Built distributed systems serving millions of concurrent users. A hands-on AI/ML practitioner and early AI adopter with deep expertise in distributed systems at scale.

  • Distributed Systems
  • AI / ML
  • Big Tech
  • Fintech
LinkedIn
Siarhei Louhach, Co-founder of Crowdfolio

Siarhei (Sergey) Louhach

Co-founder

15+ years shipping complex fintech platforms, including trading and portfolio assurance software, and leading engineering on solutions used by 100K+ users.

  • Fullstack Engineering
  • Fintech
  • Cloud
LinkedIn

The platform

  • Supports ASX, NYSE, NASDAQ, LSE, and most major global exchanges
  • SMSF, individual, company, and trust account types
  • Full CGT lot tracking: FIFO, LIFO, and specific parcel selection
  • Portfolio drift detection against a model allocation
  • CGT-aware rebalancing recommendations
  • Free tier available — no credit card required

Important notice

Crowdfolio provides portfolio modelling tools only. Nothing on this website or in the Crowdfolio application constitutes financial advice, tax advice, or investment recommendations. Always consult a registered financial adviser or tax professional before making investment or tax decisions. CGT rules and rates may change; always verify with current ATO guidance.

ATO CGT guidance →

Contact

Questions? Email us at hello@crowdfolio.com.au.

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