Looking for a Sharesight Alternative?
Take control of your tax with a powerful, intuitive platform built from the ground up for Australian investors.
*No credit card required. Track 10 holdings free.
Why Settle When You Can Optimize?
Many portfolio trackers are expensive, complex, and can lock your data in. We believe in a different approach. Taxtallee provides powerful, automated features like corporate action processing and AMIT adjustments, combined with advanced CGT allocation methods. Crucially, we ensure you can always export your detailed tax allocation data, giving you true ownership and freedom.
Unmatched Tax Control
Don't just report on tax, actively manage it. Taxtallee lets you choose the optimal CGT allocation method (FIFO, LIFO, Minimise Gain) for every single sale, giving you the power to model and reduce your tax liability throughout the year.
A Modern, Intuitive Interface
Built for speed and clarity. Our clean, fast interface means you spend less time fighting with software and more time making informed decisions. Get a clear picture of your portfolio's true performance without the clutter.
Built for Australians, by Australians
We're not a global platform with an Australian add-on. Every feature, from franking credit calculations to our detailed AMIT statement processor, is designed from the ground up for the nuances of Australian tax law.
Your Data, Your Control
We believe in data portability. Unlike platforms that can lock you in, taxtallee allows you to export your detailed tax lot allocations as a CSV. Your data history is always accessible to you, even if you decide to leave. We are your trusted companion with you on your investing journey
How We Compare
Is taxtallee the Right Fit for You?
We built taxtallee for a specific type of investor. If any of these points resonate with you, you're in the right place.
Investors who value a clean, modern, and fast user interface.
Anyone who finds EOFY tax reporting stressful and time-consuming.
Hands-on investors who want to actively manage and minimise their tax liability.
Investors who want a tool that is 100% focused on the Australian tax system.
Users who believe they should own and be able to export their own data history.
Take Control of Your Portfolio Today
Stop just tracking and start optimizing. See the difference a purpose-built tool can make for your returns and your peace of mind at tax time.