Track Your Portfolio & Optimize Your Tax Returns.
Gain full control over your returns and tax outcomes. The all-in-one solution for Australian investors.
*No credit card required
Get Started in 3 Simple Steps
From scattered data to a clear financial picture in minutes.
1. Import Trades
Easily upload a CSV or add transactions manually. Broker integration coming soon.
2. Track Performance
See your entire portfolio's true performance in one unified dashboard.
3. Generate Reports
Instantly create reports for your tax return.
Monitor your entire portfolio's performance, not just your share prices.
Track your ASX, US (NYSE, NASDAQ), and global investments. Comprehensive tools to understand your true returns and simplify tax time.
Comprehensive Performance
- Annualised Performance
- Capital Gains & Losses
- Dividend & Income Tracking
- Currency Gain Analysis
- Total Return Calculation
Tax-Ready Reports
Generate tax-ready reports instantly—simplify your end-of-year process.
- Capital Gains Tax (CGT) Report
- Taxable Income Report
- AMIT Managed Fund Distributions
Tax Lot Optimisation
Direct control over how your trades are taxed with strategies like FIFO, LIFO, Minimise Gain, and Maximise Gain.
Optimize your tax outcomes using per-trade allocation features that may be beyond your accountant’s typical focus.
Privacy First
We will never sell your data. Your privacy is our top priority.
Data Storage
Your data is securely stored on servers, ensuring compliance and peace of mind.
Security
We protect your sensitive financial information.
Simple, Transparent Pricing
Invest in your future without monthly surprises.
- Track up to 10 holdings
- Capital Gains & Income Reports
- Tax optimisation (FIFO, LIFO)
- Manual & CSV imports
Billed as $96 per year.
- Everything in Free, plus:
- Unlimited holdings
- Advanced tax optimisation
- Export data to CSV
- Priority support
- All Premium features
- Lifetime access to all current features
Built from the ground up for Australians.
We're constantly improving. Here's what's next:
Coming Soon: Support for European and Asian market holdings.
Broker CSV Imports and Integrations
Cryptocurrency support
Frequently Asked Questions
Is my data secure?
Absolutely. We store all data on secure trusted servers. Your privacy and security are our highest priorities. We will never share or sell your personal or financial data.
Do you support for CSV imports?
Yes! At this stage we support CSV imports of your trades. Support for major Australian brokers is coming really soon! We are continuously adding support for new formats. You can also add trades manually.
Will I still need an accountant if I use taxtallee?
That depends on your needs. taxtallee isn't meant to replace professional investment tax advice. It's a tool designed to simplify and speed up your tax calculations and reporting. Many users find that it helps streamline and control their tax reporting with an accountant - often making the process more efficient and cost-effective.
What happens if I have more than 10 holdings on the free plan?
On the free plan, you can track up to 10 holdings. If you add an 11th holding, we'll prompt you to upgrade to our Premium plan to continue adding more. Your existing data will remain safe.