CGTDesk
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Trading records, clearly calculated.

Upload your supported broker files. Based on your records, we calculate capital gains and losses for each Australian financial year, shares and supported options included.

Start your estimate See how it works

Your statements

Example

Tiger 2425

3 Jul 2024 to 27 Jun 2025

42 trades9 instruments
First 4 of 42 trades read from Tiger 2425
DateInstrumentTradeAmount
3 Jul 2024NVDABuy202,480.00 USD
20 Aug 2024KGN.AUBuy22009,856.00 AUD
12 Nov 2024NVDASell101,530.00 USD
4 Feb 2025KGN.AUSell12005,640.00 AUD

Showing the first 4 of 42 trades.

Data check

Example

Statements checked

3

Ready

3

Need attention

0

Notes

1

The five checks for each statement period
StatementChecksResult
Tiger5 of 5 checks passed Ready
Tiger options4 passed, 1 note Ready
CommSec5 of 5 checks passed Ready

Your results

Example

Estimated net capital gain, 2024-25

$9,220.00

  • 2023-24

    Gains$8,240.00
    Losses$2,150.00

  • 2024-25

    Gains$12,480.00
    Losses$3,260.00

Bars compare gains with losses within each year. Amounts are shown in full so years can be compared.

How it works

  1. 1

    Export and upload

    Export your statements from your broker, as the CSV or Excel file it gives you, and upload them as they are.

  2. 2

    We check your data

    Five checks on every statement, with a preview of each trade we read.

  3. 3

    Review any gaps

    If something is missing or wrong, we say exactly what. Fix the file, or add the missing statements, and check again.

  4. 4

    Calculate

    Enter losses carried forward. Every financial year in your statements is worked out.

  5. 5

    Download your results

    Tables, charts and a report for every year, with every figure traceable.

Why CGTDesk

From your broker's export to organised data and an estimate, for Australian share and option traders.

Options CGT

Options are included, not an afterthought

Options follow their own CGT events, and an exercised option changes the cost of the shares behind it. CGTDesk works each case out using the ATO's treatment for investors, and shows the working.

  • Options you bought

    Sold back or left to expire: a CGT event C2. An expired option is a loss of its remaining cost.

  • Options you wrote

    The premium is a CGT event D2, counted in the year you wrote it. Buying it back is a separate C2.

  • Options that were exercised

    No separate option gain: the premium moves onto the share trade, at the RBA rate of its own day.

Two option treatments are open questions we flag for your tax agent rather than decide silently. See the sources.

Calculations, not personalised tax advice. CGTDesk is not a registered tax agent and does not prepare or lodge tax returns. Review your records and results before use, and seek advice from a registered tax agent if needed.

Why you can trust the number

  • Every sale is matched to the oldest shares first

    Each purchase is a parcel. A sale uses parcels in order, and parcels held more than 12 months get the discount.

  • Nothing is calculated until your data checks out

    Gaps, duplicates and mismatches stop the calculation and tell you what to fix.

  • Built on ATO guidance and the tax law

    The method follows the ATO's CGT guidance and the Income Tax Assessment Act 1997, including options. See the sources.

  • Every figure links to a report you can download

    Open any year to see each disposal: date sold, date bought, proceeds, cost base and gain.

A sale of 130 shares on 12 March 2025

Example

The sale takes the oldest parcels first, then the next.

Estimated gain $1,450.00, discount applied $725.00

Parcel matching for an example sale of 130 shares on 12 March 2025
ParcelShares usedResult
100 shares bought 3 Jul 2023100 of 100gain $1,240.00, held 20 months, discount-eligible
60 shares bought 18 Nov 202330 of 60gain $210.00, held 16 months, discount-eligible
40 shares bought 2 Feb 20240 of 40not used by this sale

What it costs

Check your data and see what we found for free. Pay only to unlock the years you want, once for each broker and financial year.

Free

  • Create an account and upload your statements
  • The data check and its quality report
  • A preview of every trade we read
  • Any financial year in which you have no trades

For each broker and financial year

Price by number of transactions in one broker and financial year
TransactionsPrice
Up to 500 transactions$20.00
501 to 2,000 transactions$30.00
More than 2,000Contact us

Each paid year includes:

  • Your capital gains and losses, with every sale and its cost base
  • Option trades, bought, written and exercised
  • The year’s report as a PDF
  • Your cleaned trades as a CSV

A year is paid for once, for the person named on the statements. Fixing your data and recalculating a year you have paid for costs nothing more. No refund once a year is unlocked, because the calculation is done; this does not limit your rights under the Australian Consumer Law. Prices are in Australian dollars. No GST is charged. Payments are handled by Stripe, so we never see your card.

Supported brokers

Results are reported per broker and never combined. More brokers are on the way.

What each broker supports
BrokerUS sharesASX sharesOptions
Tiger BrokersSupported Yes Yes Yes
CommSecSupported No Yes No
MoomooSupported Yes No No
Interactive Brokers (IBKR)Supported Yes No No