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All Features

Everything You Need to Track, Report & Save

Built specifically for Australian investors who want accurate CGT calculations, franking credit tracking, and ATO-ready reports.

Standout Features

AI Assistant with GenUX

Popular

Ask questions in plain English, get visual answers. The AI generates interactive charts for price history, portfolio performance vs ASX 200, and CGT breakdowns.

What this means for you

  • Ask "How did BHP perform this year?" and get an interactive price chart
  • Compare your portfolio performance against the ASX 200 index
  • Get plain-English CGT breakdowns before tax time
  • AI remembers your portfolio context for follow-up questions

Smart Stock Split Detection

PRO

We detect stock splits automatically and notify you. Review affected transactions, see the ratio, and apply with one click. Undo anytime.

What this means for you

  • Automatically detects when a stock in your portfolio undergoes a split
  • Shows the split ratio and all affected transactions for your review
  • One-click apply adjusts cost bases and quantities across your history
  • Full undo support if you need to revert the adjustment

Proactive Delisting Detection

PRO

When a stock becomes unavailable, AI researches why - delisting date, final price, reason. Mark as delisted to create the CGT event when you're ready.

What this means for you

  • Monitors your holdings for stocks that become unavailable on the ASX
  • AI researches the reason - acquisition, voluntary delisting, or insolvency
  • Surfaces the final trading price and delisting date automatically
  • Mark as delisted on your schedule to create the correct CGT event

Automatic CGT Calculations

Popular

FIFO method per ATO requirements. Tracks holding periods for 50% discount eligibility. See realized and unrealized gains across your portfolio.

What this means for you

  • Uses FIFO (First In, First Out) method as required by the ATO
  • Automatically tracks the 12-month holding period for 50% CGT discount
  • See realized gains/losses and unrealized gains across all holdings
  • Handles partial sells with correct cost base apportionment

Core Features

Live Prices & Daily Changes

Real-time ASX prices update your holdings automatically. See live price, daily change, current value, P&L, and P&L % for every stock at a glance.

What this means for you

  • ASX prices refresh automatically so your portfolio is always current
  • See daily price change, percentage change, and total value at a glance
  • Track profit & loss per holding and across your entire portfolio

CommSec CSV Import

Upload your CommSec transaction history and see holdings instantly. Symbol, company name, quantity, average cost - all parsed automatically.

What this means for you

  • Drag-and-drop your CommSec transaction CSV to import instantly
  • Parses symbol, company name, quantity, price, and brokerage automatically
  • Handles buys, sells, and dividend transactions from CommSec format

Dividend & Franking Tracking

Track dividends per holding with franked/unfranked splits and franking credits. Your holdings table shows total dividends and payment count.

What this means for you

  • Records franked and unfranked amounts separately per dividend payment
  • Calculates franking credits automatically based on the corporate tax rate
  • Holdings table shows total dividends received and payment count

ATO-Ready Reports

Export CGT reports for tax time. Realized gains, cost bases, holding periods, franking credits - everything your accountant needs.

What this means for you

  • Export a complete CGT summary with realized gains and losses by financial year
  • Includes cost bases, acquisition dates, and holding periods for each disposal
  • Franking credit totals ready to enter on your tax return

Free vs Pro

Compare what's included in each plan

FeatureFreePro
Portfolios1Unlimited
Holdings10Unlimited
AI Assistant2 msgs/dayUnlimited
CGT CalculationsBasicAdvanced
CommSec CSV Import
Performance Charts
Live Prices
Dividend Tracking
Stock Split Detection
Delisting Detection
Auto Dividend Import
Franking Credit Summary
ATO-Ready Tax Reports
Priority Support

How We Compare

See why Australian investors choose SavvyPortfolio over alternatives

FeatureSavvyPortfolioSharesightNavexa
AI Assistant
Auto Split Detection
Auto Delisting Detection
GenUX (AI Charts)
Free TierGenerousLimited
Pro Pricing/month$15$29$16
CommSec CSV Import
CGT Calculations

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Join Australian investors who trust SavvyPortfolio for accurate CGT calculations and ATO-ready reports.

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