Back to Home
All Features

Everything You Need to Track, Report & Save

Built specifically for Australian investors who want accurate CGT calculations, franking credit tracking, and ATO-ready reports.

Standout Features

AI Assistant with Visual Answers

Popular

Stop searching for answers in spreadsheets. Ask a question in plain English and get an interactive chart — portfolio performance, CGT breakdowns, or ASX 200 comparisons.

What this means for you

  • Skip the spreadsheet — ask "How did BHP perform this year?" and get an interactive chart
  • Compare your portfolio against the ASX 200 without building a single formula
  • Get plain-English CGT breakdowns before tax time so nothing surprises you
  • AI remembers your portfolio context for follow-up questions

Smart Stock Split Detection

PRO

Never get caught by a stock split you missed. We detect them automatically, show you the ratio and affected trades, and let you apply the adjustment in one click.

What this means for you

  • Never miss a split — we detect it the moment it affects your holdings
  • See the exact ratio and every affected transaction before you act
  • One click adjusts cost bases and quantities across your entire history
  • Changed your mind? Full undo support lets you revert instantly

Proactive Delisting Detection

PRO

When a stock disappears from the market, we find out why — delisting date, final price, and reason. Mark it as delisted to create the CGT event when you're ready.

What this means for you

  • Stop wondering why a ticker vanished — we monitor your holdings for you
  • AI finds the reason: acquisition, voluntary delisting, or insolvency
  • Final trading price and delisting date surfaced automatically
  • Create the CGT event on your schedule so you stay in control

Automatic CGT Calculations

Popular

Stop guessing your capital gains. Every sell triggers an instant FIFO calculation per ATO rules, with the 50% discount applied automatically for holdings over 12 months.

What this means for you

  • Every sell is calculated instantly — no waiting until tax time to find out
  • The 50% CGT discount is applied automatically for holdings over 12 months
  • See realized and unrealized gains across all holdings at a glance
  • Partial sells handled correctly with proper cost base apportionment

Core Features

Live ASX Market Data

Know what your shares are worth right now. Live ASX prices update your portfolio value and unrealized gains throughout the trading day.

What this means for you

  • Your portfolio value stays current — ASX prices refresh automatically
  • See daily price change, percentage change, and total value at a glance
  • Track profit & loss per holding and across your entire portfolio

Smart Multi-Broker Import

Drop in your CSV from CommSec, Stake, SelfWealth, or NABtrade. We detect the format, map the columns, and load your trades in seconds — no reformatting needed.

What this means for you

  • No reformatting — just drag and drop your CSV from any supported broker
  • We auto-detect CommSec, Stake, SelfWealth, and NABtrade formats
  • Symbol, company name, quantity, price, and brokerage parsed automatically
  • Buys, sells, and dividends all imported in one go

Comprehensive Dividend Tracking

See exactly how much of each dividend was franked, how much credit you earned, and your total franking credits ready to enter on your tax return.

What this means for you

  • Know exactly how much was franked vs unfranked for every dividend payment
  • Franking credits calculated automatically — ready for your tax return
  • Total dividends received and payment count shown per holding

Multi-Portfolio Management

Keep personal investments, SMSF, and family portfolios separate. Each portfolio gets its own CGT tracking, dividend records, and performance analytics.

What this means for you

  • Keep personal, SMSF, and family portfolios completely separate
  • Each portfolio gets its own CGT tracking and dividend records
  • Compare performance across portfolios to see the full picture

Free vs Pro

Compare what's included in each plan

FeatureFreePro
Portfolios1Unlimited
Holdings10Unlimited
AI Assistant2 msgs/dayUnlimited
CGT CalculationsBasicAdvanced
CommSec CSV Import
Performance Charts
Live Prices
Dividend Tracking
Stock Split Detection
Delisting Detection
Auto Dividend Import
Franking Credit Summary
ATO-Ready Tax Reports
Priority Support

How We Compare

See why Australian investors choose SavvyPortfolio over alternatives

FeatureSavvyPortfolioSharesightNavexa
AI Assistant
Auto Split Detection
Auto Delisting Detection
AI-Generated Charts
Free TierGenerousLimited
Pro Pricing/month$15$29$16
CommSec CSV Import
CGT Calculations

Ready to get started?

Join Australian investors who trust SavvyPortfolio for accurate CGT calculations and ATO-ready reports.

View PricingGet Started Free

30-day money-back guarantee on all paid plans. No questions asked.