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For Australian investors who mainly want tax time sorted
Sharesight’s free plan tracks 10 holdings — but the capital gains tax report sits behind their $29/month Standard plan (July 2026 pricing, billed annually). Our free account gives you 10 holdings with a full ATO-method realised CGT report, built on the tax engine behind our 85 free calculators.
No card. No broker logins. Your data stays yours.
Different tools for different jobs — here’s exactly where each one is stronger.
| Feature | Sharesight Free | Oz Finance Hub |
|---|---|---|
| Holdings on the free plan | 10 | 10 |
| Realised CGT report (ATO method) | Paid — Standard plan | Free, current FY |
| Franking credit tracking | Yes | Free |
| Broker CSV import | Yes + auto broker sync | Yes (manual or CSV) |
| Live prices & performance benchmarking | Yes — their strength | No price feeds |
| Knows your salary, HELP debt & Medicare position | No | Yes — one tax engine |
| See the CGT on a sale before you place it (Sell Smart) | No | Pro — $4.99/mo |
| Cost of unlimited holdings + tax reports | $29/mo billed annually | $4.99/mo or $49/yr |
Sharesight details from sharesight.com published pricing, July 2026 — check their site for current plans. Sharesight is a trademark of Sharesight Limited; we’re not affiliated.
For most Australian retail investors the portfolio tracker exists to answer one question in July: what’s my net capital gain? FIFO parcel matching, brokerage in the cost base, the 12-month discount and the ATO method statement — free for your first 10 holdings, current financial year.
Portfolio trackers don’t know your salary. Our whole site is a tax engine, so Pro’s Sell Smart prices a planned sale at your actual marginal rate — brackets, Medicare levy and HELP repayments included — and names the date waiting for the discount would save you real dollars.
Free tier forever · no card to start · cancel anytime