Track your shares, ETFs and tax in one Australian portfolio tracker

Yes. Capital gains are calculated at the parcel (lot) level, and the 50% CGT discount is applied automatically to assets held more than 12 months. It's entity-aware — 50% for individuals and trusts, 33⅓% for SMSFs, 0% for companies — and you can choose how lots are matched on disposal: FIFO, LIFO, minimise gain, maximise gain, minimise CGT, or specific-lot selection.

Yes. Franked income is grossed up at the relevant corporate tax rate, with the franked and unfranked split taken from an explicit franked percentage where available. The 45-day holding-period rule (90 days for preference shares) determines whether credits qualify, and the Small Shareholder Exemption applies for individuals with A$5,000 or less of franking credits in a year.

CommSec, Stake, SelfWealth, Pearler, Superhero, CMC and 100+ in total (Australian and global) — either via CSV trade export or email forwarding for the major Australian brokers. Don't see yours? Send us an export and we'll add the format.

Yes. Metrifly generates CGT and income summaries with myTax field mapping. Export as XLSX or PDF, or invite read-only portfolio access from Starter upward.

Yes. Reporting is entity-aware across Individual, Company, Trust, and SMSF, so the CGT discount and tax treatment match how you actually lodge.

Yes. Foreign-currency holdings are converted using end-of-day exchange rates, and FX gain is reported separately from market gain so you can see how much of a result came from currency movement. Foreign income is tracked with a foreign income tax offset (FITO) for tax time.