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Tax & Portfolio reporting

We have partnered with Sharesight™ to enable portfolio tracking and tax reporting that is fully integrated into the CMC Markets Invest platforms.

Apply now to access our full range of share trading platform tools and features


Trades executed through CMC Markets Invest flow instantly into Sharesight, with corporate actions such as share splits and dividends automatically incorporated. Sharesight lets you track your shareholdings, run tax reports, evaluate your shares by performance, and much more.

All CMC Markets Invest clients can track up to 10 holdings on a complimentary free plan, with the option to upgrade to a more comprehensive paid plan any time.

Alpha traders get a complimentary upgraded Sharesight Investor plan to track unlimited holdings and gain access to advanced reporting.  

The Sharesight Investor plan includes our award winning Xero integration to sync transactions secure portfolio sharing, ability to track cash account tracking (including cryptocurrency), benchmarking and a premium reporting suite including diversity, future dividend income and unrealised CGT modeling.

To gain access to Sharesight, simply log into CMC Markets Invest, Account > Tax Portfolio & Reporting.

CMC Markets

Powerful performance & tax reporting

Sharesight automatically calculates the performance of your overall portfolio and individual holdings all in one place. Capital gains, dividends, and currency movements are all shown in dollars and annualised percentages. Get all the information you need for comprehensive performance and tax reporting.

Eliminate the frustration of manual, and time-consuming tax time reporting.

CMC Markets

Taxable Income Report

The Taxable Income Report breaks down dividend, distribution, and interest payments received within the selected period. Easily compile all the portfolio data required for your Australian Tax Office (ATO) tax return. Separate tables are provided for Australian taxable income and overseas taxable income.

Make use of the convenient time period selector to calculate the  taxable income for the desired period. 

CMC Markets

Capital Gains Tax (CGT) report

The CGT Report calculates capital gains made on shares as per ATO rules. The report is based on the ‘discount method’ for shares that were held for more than 1 year and the ‘other method’ for shares held for less than one year. The discount rate used can be set via the settings tab for each portfolio (the default rate is 50%).

Historical Cost Report

Gain visibility of opening and closing balances at cost price. The ‘market value’ column provides a quick comparison between cost price and market value at the end of the chosen period. The Historical Cost Report makes it easy for people holding shares under a company or family trust that are required to prepare annual accounts each year.

CMC Markets

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