Crowdfolio

Know the CGT cost of every trade — before you place it

6 followers

Know the CGT cost of every trade — before you place it

6 followers

Crowdfolio is the decision layer for Australian DIY investors. Copy a published model portfolio, make it yours, backtest years of market history, then rebalance with parcel-level capital gains tax mapped on every proposed sell — including whether waiting for the 12-month CGT discount changes the maths. Imports from Sharesight, CommSec, CMC and more. Full SMSF and franking credit support. Free plan available; Pro is $14.99/mo AUD with a 14-day trial.

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Launch tags:Fintech•Investing•Finance

Launch Team / Built With

Viktor.comAn AI coworker that actually does the work

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Maker

📌

Hey PH! 👋 Founder here. I built Crowdfolio after one too many tax-time surprises. Every portfolio tracker could tell me what I owned, but none could tell me what a rebalance would cost in tax *before* I traded. Crowdfolio flips that: define the portfolio you want, see drift as markets move, and get a trade list with the tax cost of every sell mapped upfront. It's built for the Australian market (CGT = capital gains tax, franking credits, SMSFs), but the model-portfolio and backtesting side works for anyone. Free plan for tracking; Pro ($14.99/mo AUD) has a 14-day no-card trial, and our first 150 users get 90% off. Would love your feedback, especially on the rebalancing flow. AMA!

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2mo ago

The CGT discount timing on parcel-level sells is the standout feature for me, it actually shows when waiting 12 months makes financial sense instead of just guessing. Importing from Sharesight worked cleanly on the first try too.

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2mo ago

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