A free Sharesight alternative — the AU tax report, uncapped and no signup
The one job everyone tracks a portfolio for — the Australian tax position — free, unlimited, and private.
We built the CGT and franking report as a permanently free core feature: no holding caps, no sold-position counting, no account. Below is an honest, dated look at what the paid tools publish — so you can decide with the facts.
Free
Private — runs in your browser
No signup
What you get here, free
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CGT & franking report, free forever
Unrealised and realised capital gains, franking credits and the 12-month discount countdown — the paid end’s headline job, uncapped.
∞
No holding caps, sold positions never count
Track as many holdings as you like. There is no limit, so a sold position can never eat into one.
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No signup, no broker logins
Your trades live in your browser and never leave your device. Nothing to hand over, nothing to breach.
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Loud, free CSV / JSON export
A full, lossless backup any time — because we never hold your data, we can never lock you in.
The Australian tax report is the #1 reason anyone tracks a portfolio — so we made it a permanently free core feature, not a trial or a teaser. There are no holding caps, sold positions never count against a limit, and nothing escalates in price, because everything is computed in your browser at close to zero marginal cost to us. The capital-gains and franking engines that do the hard part already power our public calculators. We show our working so you can check every number.
The pricing landscape, as of June 2026
Figures below are each provider’s published pricing as of June 2026, in AUD. Pricing changes over time — check the source links before relying on them. We compare on facts, and prefer to show our working over telling you anyone is wrong.
Product
Price (AUD, as of June 2026)
AU tax (CGT + franking)
Note / source
ASX MarketCap (this site)
Free
Yes — uncapped
Unlimited holdings; computed in your browser; no signup.
Sharesight
Free (10 holdings, sold positions count); Standard ~A$29/mo (~A$348/yr)
Yes (CGT/Tax Pack on paid)
The uncapped CGT/Tax Pack sits on the paid plan; the free tier caps at 10 holdings. sharesight.com/au/pricing
Navexa
Basic A$240/yr · Standard A$300/yr · Premium A$480/yr
Siloed to one broker; CGT/AMIT long-requested but absent.
The community price anchor for retail investors is famously low — Whirlpool forum users have called anything above about A$5/month “an expensive tool.” No mainstream product offers unlimited free AU tax output: the capped-free-vs-paid split is exactly the gap this tracker fills.
Where the paid tools still lead
We are being upfront: Sharesight is a mature product with automated broker sync, a deep dividend history and a benchmark engine. We deliberately hold no broker credentials — prices come from our own ASX dataset — so there is nothing to silently break at tax time, but you enter or import your trades yourself, and our benchmark-vs-ASX-200 chart is still on the roadmap. Pick the tool that fits how you work.
Yes — for the job most people track a portfolio for: the Australian tax position. Our unrealised and realised CGT, franking credits and 12-month discount countdown are free, uncapped and require no signup. As of June 2026, Sharesight’s own published pricing offers CGT figures on a free tier capped at 10 holdings (with sold positions counting toward the cap), and unlocks the uncapped CGT/Tax Pack on paid plans from around A$29/month (about A$348/year). We show our working so you can check every number yourself.
Sharesight is a mature product with automated broker sync, a long dividend history and a benchmark engine. We deliberately do not hold broker credentials — prices come from our own ASX dataset — so there is nothing to silently break at tax time, but it also means you enter or import your trades yourself. Our benchmark-vs-ASX-200 chart is on the roadmap. We are being upfront about the trade-offs rather than claiming to be strictly better.
Because everything is computed in your browser, our marginal cost per user is close to zero — there are no per-user servers, no broker connections to maintain, no accounts to store. The capital-gains and franking engines that do the hard part already power our free public calculators. Free is a structural feature of how we built it, not a loss-leader we plan to withdraw.
No. There is no signup, no email, and no broker login. Your trades live in your browser’s local storage and never leave your device, which also sidesteps the credential-sharing that privacy-conscious investors avoid. You can export a full CSV or JSON backup at any time.
The figures on this page are drawn from each provider’s published pricing as of June 2026 and are labelled with that date; pricing changes over time, so check the source links before relying on them. We compare on facts and show our working rather than disparaging anyone.
