Keep track of your investments, and be ready at tax time.
Add your shares, ETFs and crypto, or upload a file from your broker. Portfoli shows what they are worth today and works out your capital gains for your tax return.
- Free for up to 10 investments
- No credit card needed
- We never connect to your broker or touch your money
Portfolio value · 12 months
$128,400
+28.4% your portfoliovs+14.2% ASX 200
An example portfolio, for illustration only. Hover over the chart, or use the arrow keys, to see each point. Past performance is not a guide to future performance.
Upload files from
What you get
Made for how tax works in Australia
Capital gains, the 12-month CGT discount and a 30 June year end, worked out for you.
Australian tax rules built in
Capital gains worked out using Australian rules.
- 50% CGT discount after 12 months
- Oldest shares counted as sold first
- Financial year ending 30 June
Everything in one place
Australian and US shares, ETFs and crypto together.
- Shares, ETFs, crypto and cash
- A portfolio for each platform or family member
- See them all together too
Start with a file from your broker
Upload the CSV file your broker lets you download.
- We match the columns for you
- Cost base worked out from your first trade
- Download your data any time
- Everything in Australian dollars
- US shares also show the US dollar amount
- Free for up to 10 investments
- No credit card needed
- We can't trade for you
- Portfoli keeps records. It never buys or sells anything.
At tax time
Your capital gains, ready for your tax return.
Each time you record a sale, Portfoli works out the gain or loss on it. By 30 June your numbers for the year are ready, with every step shown so you or your accountant can check them.
- Capital gains worked out step by step, in the order the ATO uses
- Every sale and trade for the year, as a PDF and spreadsheet files
- One statement across all of a person's platforms (Pro)
Tax summary, 2025–26
Sample data| Taxable capital gainsAfter the 12-month CGT discount | $28,740.00 |
| Losses carried forwardFrom earlier years | ($3,210.00) |
| SalesOldest shares counted as sold first | 37 |
| Currency gain on US sharesIncluded in the cost base | +$1,840.10 |
These figures are estimates. Check them against your broker statements. Portfoli is not a registered tax agent.
Start with one file from your broker.
Upload it and Portfoli works out your cost base and capital gains from your first trade.