Built for active ASX + US investors
Compare capital gains calculation methods and generate accurate, accountant-friendly EOFY records.
Upload your broker CSV, explore different calculation approaches, and generate detailed EOFY Evidence Packs with complete audit trails. 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.
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.
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
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
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
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. Analyse approaches
Compare different calculation methods instantly. Run unlimited scenarios to understand various results.
3. Export documentation
Generate your Evidence Pack when ready. Pay only for the reports you need.
See the platform in action
Explore different calculation methods and generate comprehensive Evidence Packs with complete audit trails.
Compare different calculation approaches and maintain complete records for every scenario you analyze.
Complete Evidence Pack reports
Structured documentation with detailed calculation trails, parcel allocations, and FX tracking for your records.
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.
Simple, transparent pricing
Unlimited modelling is always free. Only pay when you need your Evidence Pack report.
🎯 Calculation scenario analysis
Compare unlimited calculation methods and explore different approaches with our analysis tools at no cost.
📄 EOFY Evidence Pack
Export comprehensive Evidence Packs with complete calculation trails, parcel allocations, and FX details.
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 do calculation methods work (FIFO vs specific parcels)?
FIFO allocates the oldest parcels first, while specific parcel selection lets you choose which parcels were analyzed to see the calculation differences.
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.
Ready to streamline your investment record management?
Australian investors are saving hours of spreadsheet work with CGT Strategist's tools.
Note: CGT Strategist provides calculation and reporting tools only. This is not financial or tax advice.