Track portfolios, configure parcel-matching strategies, and generate tax-year-aware CGT reports — all in one place.
Get StartedChoose FIFO, LIFO, or HIFO per portfolio — with per-stock overrides for maximum tax optimisation.
Organise your holdings across multiple portfolios. Each holding tracks buy and sell trades independently.
Import trades directly from Sharesight CSV exports. More broker formats coming soon.
Every calculation includes a full audit trail — see exactly which buy parcels matched each sell.