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
A 90-Second Tour of Taxtallee
Watch our quick demo to see how Taxtallee simplifies portfolio tracking and tax reporting, giving you full control over your investments.
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. We also support AMIT fund data entry.
- Capital Gains Tax (CGT) Report
- Taxable Income Report
- AMIT Statement Input & Translation
Tax Lot Optimisation
Direct control over how your trades are taxed with strategies like FIFO, LIFO, Minimise Gain, Maximise Gain and Minimum CGT.
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 — ever. Your personal and financial information is yours alone. We collect only what's needed to provide our service, and you stay in full control at all times.
Data Storage
Your data is securely stored on Australian servers, ensuring compliance and peace of mind.
Security
We take your privacy seriously. Your financial data is protected using secure authentication, role-based access control, and encrypted connections.
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?
Yes — your data is safe with us. All information is stored on secure servers located in Australia, and we follow strict data protection standards. Your personal and financial details are never shared or sold. We don’t even store your payment (credit card) details — it's handled directly by our trusted payment provider, so even we can’t see it.
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.