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Crowdfolio — Startup Profile
Startup

Crowdfolio

Know the CGT cost of every trade — before you place it

Finance & Payments

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About the startup

Crowdfolio is the decision layer for Australian DIY investors. Copy a published model portfolio, make it yours, backtest years of market history, then rebalance with parcel-level capital gains tax mapped on every proposed sell — including whether waiting for the 12-month CGT discount changes the maths. Imports from Sharesight, CommSec, CMC and more. Full SMSF and franking credit support. Free plan available; Pro is $14.99/mo AUD with a 14-day trial.

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