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Ready to analyse your trades
Click 📂 Choose File above to upload your CSV or Excel trading data.
Visit the 💰 Capital Gains tab to set your CG Method, FY Region and view file format details.
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📋 Required File Format
Upload a CSV or Excel file with these columns (any order, flexible names):- Symbol / Ticker — stock code e.g.
AAPL - Date — e.g.
dd/mm/yyyy - Type / Action —
Buy,Sell,Dividend,Split - Quantity / Shares — number of shares
- Price — price per share
- Fee / Commission (optional)
Method and Region recalculate instantly. Deemed Dates (for tax residency changes) is available on tablet and desktop only.
CG Method
FY Region
Deemed Dates
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→
📋 Required File Format
Upload a CSV or Excel file with these columns (any order, flexible names):- Symbol / Ticker — stock code e.g.
AAPL - Date — e.g.
dd/mm/yyyy - Type / Action —
Buy,Sell,Dividend,Split,Reverse Split - Quantity / Shares — number of shares (Buy/Sell rows)
- Amount — dollar value received (Dividend rows)
- Price — price per share
- Ratio (optional) — split ratio e.g.
1:2or2:1 - Fee / Commission (optional)
- Description / Notes (optional)
CG Method and FY Region apply instantly — changes recalculate all data automatically. Use File Currency to specify the currency of prices in your uploaded file.
Capital Gains by Financial Year
Every acquisition parcel with its unique ID, cost details, and disposal history. Required for ATO record-keeping (ITAA97 s102-5). Use HIFO method to sell highest-cost parcels first and minimise taxable gain.
| Parcel ID | Symbol | Acquired | Qty Bought | Buy Price/sh | Fee | Total Cost | Qty Remaining | Status | Disposed In |
|---|
All transactions in date order. Balance = running share count after each event. 🟢 Buy 🔴 Sell 🟡 Split/Consolidation
| Symbol | Date | Type | Qty / Amount | Price | Fee | Description | Balance |
|---|
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Portfolio Intelligence awaits your data
Import a CSV or Excel file to unlock CGT Sell Queue, Parcel Health and Tax Savings Clock.
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Experimental visualisations
Import a CSV or Excel file to unlock 3D Parcel Universe and Parcel Timeline River.