Your Schwab or Tastytrade statement is in USD on a calendar year.
The ATO wants AUD, July to June. HMRC wants GBP, April to April.
Whether you hold shares, trade options, or both — TaxSorted turns your broker export into a tax-ready report. Once a year, when you actually need it.
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Be first to know when we launch — plus early bird pricing for everyone on the waitlist.
One-time report · No ongoing commitment
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We'll be in touch the moment TaxSorted launches — with an early bird discount for being here early.
— investors already waiting
"I've held the same stock across four separate purchases over three years. The moment I sell any of it, I have no idea which parcel I'm selling or what the tax implications are."
"Every transaction needs its own exchange rate. I've spent more time looking up historical rates than I have actually reviewing my portfolio."
"I have options trades. Nobody knows how to handle them at tax time."
"I've been paying for a portfolio tracker for years. I mainly just use it once at tax time."
Most tools want you on a subscription. You pay every month to track a portfolio you already know you own, just to access a tax report once a year.
TaxSorted is different. No portfolio tracker. No subscription. No monthly guilt.
Upload your CSV at tax time.
Get your report. Done.
Every trade matched open to close, in USD and AUD or GBP. Expired contracts, assigned puts, roll trades — all handled.
FIFO lots matched across years of purchases. CGT treatment flagged. Cost base calculated in your local currency.
Every transaction at the RBA or Bank of England rate on that exact date. Not an annual average. Not a guess.
Separated, converted, and withholding tax noted clearly so nothing is missed.
Anything unusual is flagged clearly in one place. Nothing hidden, nothing silently wrong.
Clean, organised, ready to use. The format that makes sense of your year in one document.
TaxSorted does the mechanical work: the matching, the converting, the organising. What used to take a weekend of spreadsheets is done in minutes. You get a clear, complete picture of your tax position in your own currency, on your own tax year, with nothing left to guess at.
Currently yes. We support Schwab International and Tastytrade CSV exports. Interactive Brokers is next on the roadmap. If you use a different broker, let us know when you sign up and we will prioritise accordingly.
No. Your CSV is processed and immediately discarded. We never store your financial data. The report goes straight to your browser.
These are handled and clearly flagged. Assigned puts automatically adjust your share cost base. Multi-year FIFO lots are tracked as long as the buy transactions are in your CSV. Anything unusual goes into the Needs Review tab with a clear note so nothing is hidden or silently wrong.
For Australian users, the RBA daily indicative rate from Statistical Table F11.1. For UK users, the Bank of England daily rate. We apply the rate on the exact date of each individual transaction, not an annual average. For weekends and public holidays we use the last available rate prior to that date.
The ATO and HMRC both allow average rates in some circumstances, but only where it is a reasonable approximation of spot rates. For active traders with hundreds of transactions across volatile currency periods, an annual average can be materially wrong in either direction. Per-transaction rates are accurate and defensible.
Yes. TaxSorted gives you a complete, organised picture of your tax position in your own currency on your own tax year. It saves you hours of manual work and gives you the confidence to know your numbers are right.
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🇦🇺 Australia · 🇬🇧 United Kingdom · Your data is never stored or sold.