taxtallee is a stock portfolio tracking and tax optimization platform designed specifically for Australian investors. The service addresses the challenges of consolidating investment data, monitoring portfolio performance, and simplifying the process of tax reporting for individuals managing ASX, US (NYSE, NASDAQ), and other global equities. Its tools are intended to give users greater control over their investment outcomes and tax obligations.
The platform provides features for importing trade data via CSV files, manual entry, or broker file imports. Users can track their entire portfolio’s performance through a unified dashboard, with detailed analytics on annualized performance, capital gains and losses, dividend and income tracking, currency gain analysis, and total return calculation. taxtallee enables the generation of comprehensive reports for tax agents and personal tax returns, including Capital Gains Tax (CGT) reports, taxable income reports, and support for AMIT statement uploading and parsing via PDF. The tool offers tax lot optimization strategies such as FIFO, LIFO, Minimise Gain, Maximise Gain, and Minimum CGT, as well as manual parcel allocation for precise tax management. Its tax planning feature allows users to model sales before executing them, supporting more informed decision-making around tax outcomes.
Security and privacy are emphasized, with user data stored exclusively on Australian servers, protected by secure authentication, role-based access control, and encrypted connections. taxtallee states that it never sells user data and collects only information necessary to provide its service. Payment information is handled by a third-party provider and not stored by taxtallee itself.
The service is web-based and offers a tiered pricing model: a free plan for tracking up to 10 holdings with basic tax optimization and reporting features, a Premium plan at $8 per month (billed annually) for unlimited holdings and advanced features, and a one-time Lifetime plan for permanent access to all current premium features. The platform currently supports Australian and US markets, with plans to add European and Asian market support, expanded broker integrations, and cryptocurrency support in the future. taxtallee is positioned as a comprehensive solution for Australian investors seeking to streamline portfolio tracking and tax reporting.
In the Personal finance & budgeting space, taxtallee takes a focused approach. It focuses on managing and optimizing stock portfolios and tax reporting for Australian investors. taxtallee is a consumer product aimed at australian retail investors. A free plan is available. The product ships for the web.
taxtallee first shipped in 2026. Among its 9 catalogued features are portfolio tracking, tax optimization, and capital gains calculator.
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