Track your Interactive Brokers holdings in one calm dashboard with an automatic Australian CGT and franking report — free, with no account and no data leaving your browser.
Your CGT and franking report is free forever — no holding caps, no paywall, and your trades never leave your browser.
Import your Interactive Brokers trade history via the built-in Interactive Brokers CSV import, then the tracker derives your parcels, cost base and tax position automatically.
The tracker reads your Interactive Brokers trade-history CSV directly with the built-in Interactive Brokers CSV import, matching its column layout for you — no manual mapping.
From those trades it derives every parcel, your cost base and an Australian CGT and franking position — including the 12-month discount countdown — automatically.
Nothing connects to Interactive Brokers: there is no broker login and no API link. You export the CSV yourself, and it is parsed entirely in your browser.
Own stock at more than one broker? Import each broker's CSV into the same book to see one consolidated ASX portfolio with a single tax position.
Interactive Brokers details are as of July 2026 — check Interactive Brokers's website for current features and pricing.
Your CGT and franking report is free forever — no holding caps, no paywall, and your trades never leave your browser.
Your trades never leave your browser.
Portfolio tracker
Your whole ASX book — Interactive Brokers and beyond — with the tax position above the fold.
Open →Free Sharesight alternative
How the free tracker compares with the paid AU portfolio tools, on facts.
Open →CGT calculator
Capital gains tax on a single sale, with the 12-month discount shown.
Open →Franking credits
Gross up franked dividends and reveal the refund.
Open →Yes. Tracking your Interactive Brokers holdings and generating the capital-gains and franking report is free forever — there are no holding caps and no paywall, and your trades never leave your browser.
Export your trade history from Interactive Brokers as a CSV, then load it into the tracker with the built-in Interactive Brokers CSV import. It derives your parcels, cost base and tax position automatically.
No. There is no Interactive Brokers login, no API connection and no data upload. You export a CSV yourself and everything is computed locally in your browser.
Yes. Import a CSV from each broker into the same portfolio to see one consolidated ASX book with a single Australian tax position.
You never need an account to use the tracker — it works from a CSV. If you are opening one anyway, this is our referral link.
ⓘWe may earn a commission if you open or fund an account through these links. It never changes which trades we suggest or the order we show brokers.
