Built for Australian Investors

Simplify Your Australian Tax Reporting

Track your ASX portfolio, calculate capital gains with the 50% CGT discount, and manage franking credits - all in one place.

AI with Chart Generation (GenUX)
Proactive Split & Delisting Alerts
Automatic CGT Calculations
Start Free TrialSee How It Works
ATO-Compliant FIFO Calculations
4.9/5 from 500+ investors
GenUX
AI Charts
100%
ATO Compliant
Free
Demo Mode

Trusted by Australian Investors

Join thousands of investors, financial advisors, and investment clubs who rely on our platform for accurate CGT reporting

ATO Guidelines Compliant
Bank-Grade Security
No Hidden Fees
5,000+ Active Users
Australian Made
4.9/5 average rating
5,000+
Active investors
The Problem We Solve

Tax Time Doesn't Have to Be Painful

Australian investors face unique challenges when calculating capital gains. We built the solution you've been waiting for.

The Old Way

What investors struggle with

Complex CGT Calculations

Different purchase dates, partial sales, and the 12-month discount rule make manual calculations error-prone and time-consuming.

Missing Stock Events

Stock splits and delistings go unnoticed. Manual research takes hours. Incorrect cost bases lead to wrong CGT calculations.

Manual Research Required

Want to know how you're doing vs the market? Or why a stock stopped trading? Hours of manual work to find answers.

Spreadsheet Nightmares

Tax time means hours of manual data entry, formula errors, and the constant fear of missing something.

The Savvy Way

How we make it effortless

Automatic FIFO Calculations

Our engine automatically applies FIFO rules and the 50% CGT discount for assets held over 12 months.

Proactive Automation, Your Control

We detect splits and delistings, research the details, and present them clearly. You review and apply when ready. Stay informed without the legwork.

GenUX: AI Generates Your Charts

Ask 'How am I doing vs the market?' and get a real chart comparing your portfolio to ASX 200. Visual answers, not just text.

Natural Language Portfolio Insights

Ask anything about your portfolio. Get charts, summaries, CGT breakdowns - all generated on demand in plain English.

Hours of work
Minutes with us
Powerful Features

Everything You Need to Track & Report

Built specifically for Australian investors who want accurate CGT calculations, franking credit tracking, and ATO-ready reports without the complexity.

AI Assistant with GenUX

Popular

Ask questions in plain English, get visual answers. The AI generates interactive charts for price history, portfolio performance vs ASX 200, and CGT breakdowns.

Smart Stock Split Detection

PRO

We detect stock splits automatically and notify you. Review affected transactions, see the ratio, and apply with one click. Undo anytime.

Proactive Delisting Detection

PRO

When a stock becomes unavailable, AI researches why - delisting date, final price, reason. Mark as delisted to create the CGT event when you're ready.

Automatic CGT Calculations

Popular

FIFO method per ATO requirements. Tracks holding periods for 50% discount eligibility. See realized and unrealized gains across your portfolio.

Live Prices & Daily Changes

Real-time ASX prices update your holdings automatically. See live price, daily change, current value, P&L, and P&L % for every stock at a glance.

CommSec CSV Import

Upload your CommSec transaction history and see holdings instantly. Symbol, company name, quantity, average cost - all parsed automatically.

Dividend & Franking Tracking

Track dividends per holding with franked/unfranked splits and franking credits. Your holdings table shows total dividends and payment count.

ATO-Ready Reports

Export CGT reports for tax time. Realized gains, cost bases, holding periods, franking credits - everything your accountant needs.

Core features free forever. Unlock the full suite with Pro.
Product Demo

See It In Action

Explore the key screens that make managing your Australian portfolio and CGT obligations effortless.

View your complete portfolio with real-time valuations and P&L

savvyportfolio.app/dashboard
Total Value
$29,280
Total Gain/Loss
+$1,766
Return
6.42%
Stock
Value
P&L
BH
BHP
BHP Group Limited
$6,870
+$495
+7.77%
CB
CBA
Commonwealth Bank
$9,476
+$1,060
+12.6%
CS
CSL
CSL Limited
$7,130
$-320
-4.3%
WE
WES
Wesfarmers Limited
$3,744
+$396
+11.83%
Real-time ASX prices
Automatic cost base tracking
Holding period calculation
Simple Process

How It Works

Get from CSV file to ATO-ready CGT report in three simple steps. No accounting degree required.

1

Import

Upload your CommSec transaction history (CSV). Our parser automatically extracts buys, sells, and dividends.

2

Track

Monitor your holdings with live ASX prices. Watch your portfolio value and unrealized gains update in real-time.

3

Report

Generate ATO-ready CGT reports at tax time. One click for comprehensive capital gains summaries.

Most users complete setup in under 5 minutes
Trusted by Investors

Loved by Australian Investors

Join thousands of investors who have simplified their portfolio tracking and tax reporting with our purpose-built tools.

4.9/5 from 500+ reviewsVerified
  • As an SMSF trustee, accurate CGT reporting is critical. This tool has completely transformed how I handle tax time. The automatic 50% discount calculations for long-term holdings save me hours of spreadsheet work, and my accountant loves the clean reports.
    Michael ChenSMSF Trustee, Sydney
  • The proactive alerts are amazing. When Telstra did their consolidation, I got a notification with all the details - split ratio, affected trades, everything. One click to apply. I didn't have to research anything!
    Sarah ThompsonActive Trader, Melbourne
  • I recommend this to all my clients with share portfolios. The ATO-ready reports are spot on, the FIFO calculations are accurate, and it handles complex scenarios like DRPs and share splits properly. It's saved me countless hours during tax season.
    David MorrisonTax Accountant, Brisbane
  • As a dividend investor focused on income, tracking franking credits used to be tedious. Now I can see exactly how much in franking credits I've accumulated across all my holdings. The dividend reports are exactly what I need for my tax return.
    Jennifer WalshDividend Investor, Perth
  • Finally, a portfolio tracker built for Australians! No more trying to adapt US-focused tools to our tax system. The CGT discount tracking alone is worth it. I've tried Sharesight and this is just as good for a fraction of the cost.
    Andrew PattersonRetail Investor, Adelaide
  • Managing multiple portfolios for my family trust was chaos before this. Now each portfolio has its own CGT calculations and reports. The AI chatbot is surprisingly useful for quick questions about my holdings.
    Lisa NguyenFamily Trust Manager, Gold Coast
  • The GenUX chat blew my mind. I typed 'show me my portfolio vs ASX 200' and it generated a real chart with my actual data. Not a static image - an interactive chart. This is the future of portfolio tools.
    Alex KumarSoftware Developer, Sydney
  • When one of my stocks got delisted, the app detected it, researched why (acquisition), found the final price, and presented it all in my Action Hub. I just reviewed and clicked apply. Incredible time saver.
    Emma RichardsSelf-Managed Investor, Brisbane
  • When one of my stocks got delisted, the app detected it, researched why (acquisition), found the final price, and presented it all in my Action Hub. I just reviewed and clicked apply. Incredible time saver.
    Emma RichardsSelf-Managed Investor, Brisbane
  • The GenUX chat blew my mind. I typed 'show me my portfolio vs ASX 200' and it generated a real chart with my actual data. Not a static image - an interactive chart. This is the future of portfolio tools.
    Alex KumarSoftware Developer, Sydney
  • Managing multiple portfolios for my family trust was chaos before this. Now each portfolio has its own CGT calculations and reports. The AI chatbot is surprisingly useful for quick questions about my holdings.
    Lisa NguyenFamily Trust Manager, Gold Coast
  • Finally, a portfolio tracker built for Australians! No more trying to adapt US-focused tools to our tax system. The CGT discount tracking alone is worth it. I've tried Sharesight and this is just as good for a fraction of the cost.
    Andrew PattersonRetail Investor, Adelaide
  • As a dividend investor focused on income, tracking franking credits used to be tedious. Now I can see exactly how much in franking credits I've accumulated across all my holdings. The dividend reports are exactly what I need for my tax return.
    Jennifer WalshDividend Investor, Perth
  • I recommend this to all my clients with share portfolios. The ATO-ready reports are spot on, the FIFO calculations are accurate, and it handles complex scenarios like DRPs and share splits properly. It's saved me countless hours during tax season.
    David MorrisonTax Accountant, Brisbane
  • The proactive alerts are amazing. When Telstra did their consolidation, I got a notification with all the details - split ratio, affected trades, everything. One click to apply. I didn't have to research anything!
    Sarah ThompsonActive Trader, Melbourne
  • As an SMSF trustee, accurate CGT reporting is critical. This tool has completely transformed how I handle tax time. The automatic 50% discount calculations for long-term holdings save me hours of spreadsheet work, and my accountant loves the clean reports.
    Michael ChenSMSF Trustee, Sydney
5,000+Active Users
$2.5B+Portfolios Tracked
50,000+Tax Reports Generated
99.9%Calculation Accuracy
Simple Pricing

Choose Your Plan

Start free and upgrade when you need more. No hidden fees, no surprises. Cancel anytime.

Save 33%

Free

Perfect for getting started with portfolio tracking

$0

Free forever

Get Started Free

Includes:

  • 1 portfolio
  • 10 holdings limit
  • Basic CGT calculations
  • CSV import (CommSec)
  • AI Assistant (2 messages/day)
  • Performance charts
  • Community support
  • Unlimited portfolios
  • Unlimited AI Assistant
Most Popular
1,200+ investors

Pro

For serious investors who need comprehensive tracking

$120/year

$10/month billed annually

Everything in Free, plus:

  • Unlimited portfolios
  • Unlimited holdings
  • Unlimited AI Assistant
  • Stock split detection
  • Delisting detection
  • Auto dividend import
  • Advanced CGT reports
  • Franking credit summary
  • ATO-ready tax reports
  • Priority support

How We Compare

See why Australian investors choose SavvyPortfolio over alternatives

Feature
SavvyPortfolio
Sharesight
Navexa
AI Assistant
Auto Split Detection
Auto Delisting Detection
GenUX (AI Charts)
Free Tier
Generous
Limited
Pro Pricing/month
$15
$29
$16
CommSec CSV Import
CGT Calculations

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Common Questions

Frequently Asked Questions

Everything you need to know about tracking your Australian investments and managing CGT calculations.

Still have questions? Contact our support team

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