Built by an Australian investor
who needed it.

I built CGT Strategist because I needed it for my own tax. I was trading across multiple brokers, 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 right approach. It took hours and I still wasn't confident in the numbers.

Most broker platforms show FIFO by default and provide limited reporting. But under Australian CGT guidance, investors are allowed to identify specific parcels in many cases, which means the method you use can materially change your calculation results. A good tool for comparing those methods didn't seem to exist, at least not one that was affordable, showed its working, and let you explore different approaches properly.

So I built one. CGT Strategist lets you:

• Import real trade data from your broker
• Compare different parcel allocation methods
• See the differences between approaches clearly
• Generate structured EOFY records
• All without spending hours in Excel

CGT Strategist is a calculation and reporting engine. It does not provide financial, tax, or legal advice.

It applies publicly available ATO guidance to the transaction data you provide and generates calculation outputs based on your selected allocation methods. Your personal circumstances, broader tax position, and eligibility for specific concessions are not assessed by the platform.

If you're unsure how CGT guidance applies to you, you should always consult a registered tax professional or refer to ATO guidance.