Value, allocation and your Australian tax position in one calm view — computed right here in your browser.
Add your holdings or paste a broker CSV and see your unrealised CGT if you sold today, your realised gains this financial year, franking credits, and the 12-month discount countdown — all free, all private, no account. Your trades never leave your browser.
Portfolio value
Today
Total return
Since inception
vs ASX 200
Price & drift alerts are a Premium feature. Your drift card stays free — this adds an inbox and custom price marks.
A quiet day in the garden.
Your allocation appears here once you add a priced holding.
Add cash, term deposits or other assets to see your net position. These aren’t traded, so they never affect your tax, performance or rebalance numbers.
Kind
Yes — the tracker and the whole tax wedge (unrealised CGT, realised CGT, franking and the 12-month discount countdown) are free forever, with no holding caps and no signup. It runs entirely in your browser, so there is no per-user cost for us to pass on. Sold positions never count against a limit because there is no limit.
On your own device, in your browser’s local storage — nowhere else. We never ask for an email or a broker login, and your trades are never uploaded. You can export a full CSV or JSON backup any time, and re-import it losslessly. Because we never hold your data, we can never lose it or leak it.
It is an estimate: we take each open parcel, value it at the latest ASX close we hold, treat that as an "if you sold today" disposal, and run it through the same capital-gains engine that powers our CGT calculator — applying the 50% discount to parcels held over 12 months and offsetting any losses you enter against your fully-taxed gains first. It excludes some offsets (such as LITO), so confirm with a registered tax agent before acting.
For every parcel that is in gain but not yet held for 12 months, we show how many days until it crosses the line for the 50% CGT discount, and roughly how much tax that would save at your marginal rate. It is the tax wedge made ambient — a number no free tracker shows.
Yes. Paste or upload a transaction CSV and we auto-detect CommSec, Stake and Interactive Brokers (Activity Statement or Flex Query). Any other broker drops into a "map your columns" step with saveable mappings, so import is never a dead end. Every row is parsed in your browser — the file is never uploaded.
Yes. An inline split / consolidation / name-change adjustor preserves your original purchase date, so your 12-month discount clock keeps ticking from when you first bought. Dividend reinvestment (DRP) opens a fresh parcel with its own cost base and clock. The point is a trustworthy discount countdown.
