ASX + US stocksBuilt for Australian investors
Every EOFY in a spreadsheet. Never again.
Upload your broker CSV, compare parcel selection methods, and generate a complete Evidence Pack - in minutes, not hours.
Your Evidence Pack includes structured PDF and Excel reports with full calculation trails, parcel allocations, and FX details. Free to model. $79.99 to export. Not financial or tax advice.
⚡ Get started in 3 minutes
Upload CSV → Compare → Export
No setup required. Start modelling scenarios immediately.
- Upload your broker CSVSupports major brokers + flexible CSV mapping for any format.
- Compare calculation methodsSee instant differences across approaches.
- Export Evidence Pack reportComprehensive Evidence Pack for your records.
Why Calculation Methods Matter
In Australia there are multiple ways to allocate share disposals when parcels can be identified. Most brokers only show FIFO. CGT Strategist lets you compare different methods and their results.
Illustrative example only
This hypothetical scenario uses the same trade history and applies different allocation methods. Individual results depend on personal circumstances and should be reviewed with a registered tax professional.
FIFO parcel selection
First In, First Out - the most common method used by brokers
+$230.92
Capital gain
Using the FIFO method selects the first purchased lots, resulting in a capital gain.
Specific parcel selection (Highest cost first)
Strategic selection of parcels allowing for greater control of allocations
-$269.08
Capital loss
Using specific parcel selection targeting highest cost parcels first, creates a capital loss.
Trade US stocks in USD?
Your AUD cost base depends on the exchange rate at purchase — not just the USD price. CGT Strategist applies ATO monthly FX rates automatically, and shows every conversion in your Evidence Pack.
🌏 Same USD price, different AUD cost base
The AUD value of your purchase changes with the exchange rate — even when the stock price hasn't moved.
Buy @ $243.00 USD in Jan 2025 — ATO rate 0.6225 USD/AUD = $390.36 AUD per share
Buy @ $243.00 USD in Jul 2024 — different ATO rate = different AUD cost base
CGT Strategist handles this automatically — no manual rate lookups required
📋 Full FX trail in every Evidence Pack
Every FX conversion is documented with the exact ATO monthly rate used, so your records are complete and traceable.
ATO monthly FX rates applied to each transaction automatically
Original USD amounts and ATO rate shown alongside AUD figures
FX rates table included in report for complete transparency
Cost base and proceeds shown in both USD and AUD
Corporate actions? Already handled.
Splits, consolidations, demergers, mergers, and return of capital all change your cost base. Add a corporate action, preview the impact on every affected parcel, and apply it — CGT Strategist recalculates everything automatically.
📊 Splits & consolidations
Share quantities and unit prices adjust automatically — no manual recalculation needed.
Quantity adjusts by the ratio — unit price adjusts inversely
All affected parcels updated in one step
Before/after preview so you can verify before applying
🔀 Demergers, mergers & return of capital
Cost base reallocation, new entities, scrip ratios, and CGT rollover — all supported.
Demergers allocate a percentage of cost base to the new entity
Mergers support scrip ratios, cash components, and CGT rollover
Return of capital reduces cost base per share across all parcels
AMIT distributions? Cost base sorted.
Managed fund and ETF investors receive AMMA statements with cost base adjustments each year. Enter the numbers from your statement — CGT Strategist adjusts every affected parcel and handles the edge cases automatically.
📋 Cost base adjustments from your AMMA statement
Enter the excess and shortfall amounts from Part C, Table 5 — the per-unit adjustment is calculated and applied across all parcels.
Cost base increase (shortfall) and decrease (excess) from one simple entry
Per-unit adjustment spread across all parcels held during the financial year
Preview the impact on every parcel before applying
⚡ CGT Event E10 handled automatically
When cost base adjustments push a parcel below zero, a CGT event is triggered — CGT Strategist detects this and records the gain for you.
Negative cost base automatically triggers a CGT Event E10 capital gain
50% CGT discount applied for parcels held 12 months or more
Full audit trail included in your Evidence Pack
Based on publicly available ATO guidance
CGT Strategist uses the Australian Taxation Office’s publicly available capital gains tax guidance for parcel identification and cost base calculations, using only the transaction data you provide.
For the official ATO explanation of how share parcels are identified for CGT purposes, see:
👉 ATO — Identifying shares and units for CGTFor foreign currency conversions, CGT Strategist applies the Australian Taxation Office’s published monthly FX rates, which are included in every Evidence Pack for full traceability.
👉 ATO — Foreign exchange ratesCGT Strategist provides general information only and does not provide financial or tax advice.
Why Australian investors choose CGT Strategist
Transform your record management from hours of spreadsheet work to minutes of calculation and analysis.
💰 Smart scenario planning
Explore different calculation approaches to understand potential differences before making decisions.
⏰ Streamlined management
Parcel tracking eliminates manual spreadsheets and reduces calculation errors.
📋 Structured documentation
Generate comprehensive Evidence Packs designed for clear record-keeping standards.
🌏 Comprehensive market coverage
Full support for ASX and US trades with automatic FX tracking for complete documentation.
🔄 Unlimited scenarios
Test as many different calculation approaches as you need without any restrictions.
🔒 HTTPS/TLS security
Secure connections and encrypted data transmission for all sensitive information.
Get started in 3 simple steps
No setup required. Upload your data and start analysing scenarios immediately.
1. Upload your data
Export from your broker and upload. We support all major Australian and international brokers.
2. Compare FIFO vs specific parcel selection
See how different parcel allocation methods change your capital gains. Run unlimited scenarios instantly.
3. Export documentation
Generate your Evidence Pack when ready. Pay once per workspace and financial year, then regenerate as many times as you need after corrections or data updates.
See the platform in action
Explore different calculation methods and generate comprehensive Evidence Packs with complete audit trails.
1 of 3
FIFO (first in, first out)Specific parcel selectionLIFO (last in, first out)Custom parcel allocation
Compare different calculation approaches and maintain complete records for every scenario you analyze.
Complete Evidence Pack reports
Structured PDF and Excel documentation designed for your EOFY records and easy sharing with a registered tax professional.
📄 What's in your PDF report
A structured breakdown of every disposal, with full calculation trails your accountant can follow.
Per-disposal summary: proceeds, cost base, gain/loss, and discount eligibility
Parcel allocation details showing exactly which lots were matched
FX conversion trail with ATO monthly rates for every foreign transaction
Corporate action and AMIT adjustment impacts where applicable
📊 What's in your Excel report
The same data in a workbook format — sortable, filterable, and ready for your own analysis.
Summary sheet with total gains, losses, and net position per financial year
Disposals sheet with every sale broken down by parcel allocation
Open lots sheet showing remaining holdings and their cost base
FX rates reference sheet for complete auditability
Evidence Packs are designed for record-keeping and review by your tax professional. They are not ATO forms and are not a substitute for a lodged tax return.
Security & Privacy, in plain English
We built CGT Strategist for investors who care about accuracy and data privacy. Here's the simple version.
🔒 Your trade data is not for sale
We do not sell, rent, or trade identifiable portfolio or broker CSV data. Your uploads are used to calculate your results and generate your reports — that's it.
🧠 Analytics are aggregated
We use basic usage analytics to improve reliability and UX. Where we analyse patterns, it's aggregated and anonymised — not "Brad's portfolio".
🗑️ You control your data
You can delete workspaces and data from inside the app. Backups may keep copies temporarily for recovery, then are purged on a rolling basis.
🔐 Secure by default
We use encrypted connections (HTTPS/TLS) and restricted system access to protect uploads and generated reports.
Simple, transparent pricing
Unlimited modelling is always free. Only pay when you need your Evidence Pack report.
ALWAYS FREE
🎯 Calculation scenario analysis
Compare unlimited calculation methods and explore different approaches with our analysis tools at no cost.
FREE
Unlimited capital gains calculations
No credit card required • No subscription
NO SUBSCRIPTION
📄 EOFY Evidence Pack
Export comprehensive Evidence Packs with complete calculation trails, parcel allocations, and FX details.
$79.99
AUD per workspace & financial year (incl. GST)
Pay per workspace & financial year • No subscription
Generate reports as many times as you need — re-run after corrections or data updates at no extra cost.
Are you a tax agent or accountant? See how CGT Strategist works for client files →
One investor. One spreadsheet too many.
Built by an Australian investor who got tired of spreadsheets.
I built CGT Strategist because I needed it for my own tax. I was trading on Superhero and SelfWealth, holding ASX and US stocks, and every financial year I'd end up in a spreadsheet trying to figure out which parcels were allocated to which sale, what the ATO FX rate was that month, and whether FIFO was actually the best approach. It took hours and the process was still error-prone.
A good tool for this didn't seem to exist, at least not one that was affordable, showed its working, let you compare different methods properly, and didn't lock you into a subscription or bundle in features you don't need. So I wrapped a platform around the calculations I was already doing.
You pay once per workspace and financial year, and you can regenerate your Evidence Pack as many times as you need. No subscription, no lock-in. I aim to provide a quality service at a fair price point.
— Brad Smith, Director of Smith Built Concepts
FAQ
Quick answers for Australian investors evaluating CGT Strategist.
What brokers do you support?
We support major Australian and global brokers and provide a CSV mapping tool for any format we do not yet support.
Does it work for ASX and US trades?
Yes. CGT Strategist models ASX and US trades, including FX rates and a complete FX trail.
How does CGT parcel selection work (FIFO vs specific parcels)?
CGT parcel selection determines which parcels are matched to each sale. FIFO allocates the oldest parcels first, while specific parcel selection lets you choose which parcels to allocate for each disposal. Learn more about CGT parcel selection methods.
Is my data secure?
We use secure storage and encrypted connections to protect your uploaded CSVs and results.
Can I export per financial year?
Yes. Evidence Packs are generated per financial year with parcel allocations and FX detail.
Is this financial or tax advice?
No. CGT Strategist is a calculation engine, not your accountant, tax agent, or financial advisor. We crunch numbers, not your financial future.
Think of us like a very fancy calculator that happens to follow the Australian Taxation Office (ATO) rules for capital gains tax, including parcel identification methods like specific parcel selection and FIFO where applicable. We produce calculation reports based solely on the transaction data you provide.
The results are general in nature, don't consider your personal circumstances, and may not cover every tax scenario. You remain responsible for checking the accuracy of your data and for how your tax return is prepared and lodged.
If you're unsure how any CGT rules apply to you, you should consult a registered tax professional or refer directly to the ATO's published guidance.
Can I share the report with my tax professional?
Yes. The Evidence Pack is designed to be shared with your tax advisor or kept with broker statements for complete record-keeping.
Why is it so cheap? What's the catch?
There isn't one. I built CGT Strategist because I needed it for my own tax — a lightweight tool that does the maths properly without the bloat or the price tag. A good one didn't seem to exist, so I wrapped a platform around the calculations I was already doing. The price covers hosting and development, not a profit-maximisation strategy. Once you've paid for a workspace financial year, you can regenerate your Evidence Pack as many times as you need — no extra charge.
EOFY is coming. Get your records sorted.
Note: CGT Strategist provides calculation and reporting tools only. This is not financial or tax advice.