Savvy Portfolio - AI Assisted

SavvyPortfolio is an Australian share portfolio tracker built for investors who want to stay on top of their capital gains tax (CGT) - without the spreadsheets. Import your trades, track your holdings, and see exactly where you stand at tax time, calculated to Australian Taxation Office (ATO) rules. KEY FEATURES - Portfolio tracking: Follow your ASX holdings with live prices, cost bases and real-time profit and loss. - Capital gains tax (CGT): Automatic CGT calculations using the FIFO method, including the 50% CGT discount for assets held longer than 12 months. - Realised and unrealised gains: See both your booked gains and your on-paper position at a glance. - Franking credits and dividends: Track franked and unfranked dividends and the franking credits that reduce your tax. - CSV import: Upload transaction history from CommSec, Stake, SelfWealth and NABtrade in seconds. - ATO-ready reports: Generate clear capital gains reports for tax time. - Multiple portfolios: Manage more than one portfolio side by side. - Your data, your control: Track privately on your device, or sign in to sync securely across devices. Export your data any time. Whether you are a long-term investor or an active trader, SavvyPortfolio turns your trades into a clear, ATO-ready picture of your tax position. SavvyPortfolio is a record-keeping and calculation tool. It does not provide financial or tax advice - always confirm your position with a registered tax agent.