Tax engine
Built for the Australian tax year, not as an afterthought.
Every trade is indexed against ATO rules so you can compare CGT strategies and export a financial-year summary without rebuilding a spreadsheet.
New to lodging? Read our step-by-step guide to doing your tax return in Australia.
50%
CGT discount after 12 months
5
parcel matching strategies
1-click
CSV export for accountant
Strategies
Pick the strategy. See the outcome instantly.
FIFO
First In, First Out
Oldest parcels sold first. Simple and common for long-term investors.
LIFO
Last In, First Out
Newest parcels sold first. Useful when recent buys are closer to market price.
Min-gains
Minimum Gains
Selects high cost-basis parcels first to reduce realised gains.
Max-gains
Maximum Gains
Crystallise gains where you want to absorb capital losses.
Discount optimiser
Australian discount-aware
Prioritises parcels that qualify for the 50% CGT discount.
Workflow
From import to tax summary.
OpenFolio keeps the tax record attached to the investment record, so the FY view updates as your portfolio changes.
Trade imported
Cost basis locked in AUD from the trade record.
Holding age tracked
Every parcel keeps its acquisition date and eligibility status.
Strategy selected
FIFO, LIFO, min-gains, max-gains, or discount-aware matching recalculates the outcome.
FY summary exported
Gross gains, discounted gains, losses, and taxable totals are ready for review.
Export preview
A summary your accountant can actually use.
ticker,date_acquired,date_disposed,cost_base,proceeds,gross_gain,discount,net_gain
VAS.ASX,2024-03-12,2025-04-01,4820.00,6100.00,1280.00,50%,640.00
CBA.ASX,2023-06-15,2025-01-20,8500.00,11200.00,2700.00,50%,1350.00
WDS.ASX,2024-08-01,2025-03-10,2100.00,1850.00,-250.00,0%,-250.00
Early access
Stop guessing. Start knowing.
Join early access and bring your portfolio, tax, dividends, super, cash, assets, and debt into one Australian wealth dashboard.