Track your portfolio.
Defend your capital.

A portfolio tracker built for Australian investors — FIFO CGT, franking credits, multi-portfolio dashboards, and FX-aware AUD pricing across ASX, NASDAQ, NYSE, and HKEX.

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Private alpha — invite only. New users get a sample portfolio to explore.
Holding
Qty
Value AUD
P&L
CBA · ASX
120
$13,824
+18.4%
BHP · ASX
240
$10,680
+6.2%
AAPL · NASDAQ
40
$11,920
+24.1%
700:HK · HKEX
100
$5,440
−3.1%
CSL · ASX
30
$7,920
+12.3%
Features

Built for the way Aussies actually invest

Every feature is opinionated about Australian tax rules: FIFO matching, 50% CGT discount, franking credit gross-up.

CSV / XLSX import

Drop in trades or dividends from any broker. Review every row in a preview before commit. Duplicates are auto-detected.

Dividends & franking

Track recorded dividends with franking percentages, gross-up calculations, and DRP enrolment per holding.

CGT report

FIFO disposals, 12-month discount eligibility, carry-forward losses, and a one-click CSV export for your accountant.

Multi-portfolio

Personal, super, trust, spouse — track them separately or aggregate them all on a single dashboard.

FX-aware pricing

Live and historical AUD conversion for USD and HKD holdings. Every cost base, current value, and P&L number is AUD-normalised.

Income calendar

Upcoming dividends predicted from Yahoo history, paired with a month-by-month income calendar of what's been paid.

How it works

Three steps to tax-ready

Import

Drag a CSV from your broker (or paste from a spreadsheet). Review each row in the preview, then commit.

See

Your dashboard shows AUD value, P&L, dividend income, and annualised return per holding. Refresh prices on demand.

Tax-ready

Open the CGT report for the current FY. Net gain after the 50% discount, carry-forward losses, franking grossed up.

FAQ

Common questions

Is Clarity free?
Yes — the private alpha is free for invited testers. Pricing will be announced later when we go public.
Which exchanges and currencies are supported?
ASX (AUD), NASDAQ and NYSE (USD), HKEX (HKD), and a Custom exchange for unlisted holdings. FX conversion is automatic.
How does the CGT calculation work?
Sells are matched FIFO against earlier buys. Parcels held ≥12 months qualify for the 50% discount. Capital losses carry forward indefinitely.
Where is my data stored?
A single SQLite database on the server, with per-user scoping on every query. The alpha runs on a private host; nothing is shared with third parties.
I don't have a Google account — can I still sign in?
Yes. Use the email + password form on the sign-in page. Your email still needs to be on the alpha allowlist.
Is this a substitute for a tax agent?
No. Clarity computes the standard FIFO + 50% discount path and dividend income. Edge cases like off-market buybacks, demergers, and scrip-for-scrip rollover aren't modelled. Verify with your accountant before lodging.