Simple, transparent pricing
Unlimited modelling is always free. Only pay when you need your Evidence Pack report. No subscription, ever.
Calculation scenario analysis
Compare unlimited calculation methods and explore different approaches with our analysis tools at no cost.
- Upload your broker CSV
- FIFO and specific parcel selection
- Side-by-side strategy comparison
- ASX and US share support
- Automatic FX conversion using ATO rates
- Unlimited workspaces and financial years
EOFY Evidence Pack
Pay once to unlock your Evidence Pack for a workspace and financial year. Once unlocked, regenerate it as many times as you need. Fix a mistake, re-upload, regenerate. No extra charge, ever.
- Everything in free, plus:
- PDF and Excel Evidence Pack export
- Complete parcel allocation trail
- Per-transaction FX rate documentation
- Accountant-ready format
- Unlock once, regenerate unlimited times
- Re-run after corrections or data updates
Common questions
Can I just do this myself in a spreadsheet?
Absolutely, and more power to you if you do. In fact, that exact experience is what led to CGT Strategist being built. After one too many EOFY weekends spent wrestling VLOOKUP formulas, partial sell allocations, and FX conversions across dozens of trades, it became clear there had to be a better way. If you enjoy the spreadsheet life, we respect that. But if you'd rather upload a CSV and have it done in seconds, we're here when you're ready.
What is a workspace?
A workspace is a collection of transactions from one broker CSV. Most investors have one workspace per broker. Each workspace can contain multiple financial years.
Do I need to pay again if I re-upload corrected data?
No. Once you unlock an Evidence Pack for a workspace and financial year, you can regenerate it as many times as you need. Fix a mistake, re-upload, regenerate. No extra charge.
Is there a subscription or recurring charge?
No. There is no subscription. You pay once per workspace per financial year, only when you choose to export. Modelling is always free.
What payment methods do you accept?
We accept Visa, Mastercard, and American Express via Stripe. All payments are processed securely. Prices are in AUD and include GST.
How does it compare to an accountant?
CGT Strategist is not a replacement for professional tax advice. It's a calculation tool that produces structured Evidence Packs your accountant can use. At $79.99 per workspace per year, it saves hours of manual parcel tracking and gives your accountant a clean audit trail to work from.
What if I don't like CGT Strategist?
We'd genuinely love to hear why. We read every piece of feedback and it makes the product better. Hit us up on the contact page — roast us, praise us, or pitch us a feature.