Free — no account needed
The portfolio tracker that knows Australian tax
Track your ASX shares and ETFs the way the ATO sees them — franking credits, CGT parcels, the 2027 discount deadline, and a full library of tax reports you can run and hand to your accountant. Free, private, and ready in minutes.
Built for Australian investors, not adapted for them
Generic trackers stop at price charts. Australian tax is where portfolios actually get complicated — franking, parcels, discounts, financial years — so that's where Clarow starts.
Franking credits, tracked
Record dividends with their franking percentage and see your credits roll up by financial year — cash dividends and DRP both supported.
CGT parcels & the 2027 deadline
Every buy is a parcel. See holding periods, 50% discount eligibility, and which parcels keep the old rules after 1 July 2027.
A full reports library — free
Run named reports against your portfolio — capital gains, taxable income and every trade — each one exportable as a CSV. The tax reporting other tools charge for, free and uncapped.
Import from your broker
Upload a CSV, XLSX or PDF from brokers like CommSec, SelfWealth, Stake or Superhero. Your trade history becomes a clean transaction ledger.
A real transaction ledger
Buys, sells, dividends, DRP, splits and mergers — cost base and P&L are derived from your actual history, not a number you type in.
Multiple portfolios
Separate your personal, partner or trust holdings, then view them individually or combined.
See inside your ETFs
Look-through to the sectors and countries your funds actually hold — your whole portfolio's real exposure, including what's doubled up across funds.
A weekly email that keeps you posted
Opt in and every Monday you'll get your net worth, each holding's value and the week's change — with one-click unsubscribe.
How it works
Add your holdings
Import a broker file or add holdings manually — as a guest, no account needed.
See the real picture
Cost base, P&L, allocation, income and CGT parcels — all derived from your ledger with end-of-day ASX prices.
Be ready at tax time
Open Reports, run your capital-gains or income report for the year, and export it as a CSV.
Frequently asked questions
Is the Clarow portfolio tracker free?
Yes. The core tracker is free — unlimited holdings and portfolios, end-of-day ASX prices, franking credit tracking, CGT parcels, and a full reports library (capital gains, taxable income, all trades and ETF exposure) you can run and export. No holdings cap, no credit card. Clarow Pro ($9/mo, 30-day free trial) adds tax-planning depth — an AMIT cost-base manager and an unrealised-CGT planner — when it launches; the core tracker stays free.
Do I need to create an account to use it?
No. You can use the tracker as a guest — your data is stored privately in your browser. Creating a free account syncs your portfolio across devices so you don't lose it if you change computers.
How current are the share prices?
Free accounts use end-of-day ASX prices (delayed by roughly 15 minutes when markets are open). That's accurate enough for tracking cost base, capital gains and dividends. Live intraday prices arrive with Clarow Pro ($9/mo).
Can I import my existing portfolio from my broker?
Yes. Upload a CSV, XLSX or PDF export from major Australian brokers — including CommSec, SelfWealth, Stake and Superhero — and your trade history is converted into a transaction ledger automatically. You can also add holdings manually.
Does it track franking credits?
Yes. Record dividends with their franking percentage and the tracker calculates your franking credits per financial year — including cash and DRP dividends. Franking assumes the standard 30% company tax rate.
How does it help at tax time?
Open the Reports library and run named reports against your portfolio: capital gains (with the 50% discount applied to eligible parcels held over 12 months), taxable income and franking, all trades, and your ETF look-through. Each one exports to a CSV for your accountant. These are estimates only — not tax advice.
What happens to the 50% CGT discount in 2027?
From 1 July 2027 the 50% CGT discount is replaced by indexation with a 30% floor for newly purchased assets. The tracker shows each parcel's discount eligibility and flags which holdings keep the old rules, so the deadline never catches you out.
Portfolio values use end-of-day ASX prices (~15 min delayed). Figures shown are estimates only — not financial, tax or investment advice. Consult a licensed adviser before making decisions.