Dogbox Accounting
Small business accounting & invoicing
Dogbox Investments
Investment portfolio CGT tracking
Know your CGT position before your accountant asks. ATO-aligned parcel tracking, 45-day franking rule enforcement, and broker CSV import — all in a file you control. No subscription. No server.
Windows, Mac & Linux • Free forever • Your data stays local
Features
Built around the ATO's rules — not a spreadsheet with extra steps.
CGT and dividend data structured to match your individual tax return. Hand the CSV exports straight to your tax agent or paste directly into myTax.
Choose the parcel disposal method that minimises your tax. Switch per sale or set a portfolio default. Specific parcel selection also supported.
Built-in holding period enforcement per dividend. Shares held short are flagged before your return is lodged — most tools silently ignore this rule.
Demergers, capital returns, bonus issues, rights issues, and share splits — cost base adjusted per ATO guidance, CGT discount eligibility preserved through restructures.
Import CommSec and SelfWealth transaction history directly. Parcels created automatically with the correct cost base and acquisition date. Manual entry works for any broker.
Record dividends, DRP reinvestments, and franking credits from your dividend statement. Ineligible credits (45-day rule) tracked separately so you never over-claim.
The 12-month discount is applied automatically to eligible parcels using calendar months — not a simple 365-day count — with full leap-year handling.
Live ASX prices from Yahoo Finance — see your portfolio's market value and unrealised gain or loss without any API subscription or third-party account.
PDF and CSV summaries per financial year, per entity type — individual, SMSF accumulation, SMSF pension, or company. CGT carry-forward losses computed automatically.
Everything in a single .dinv file. Back it up anywhere. No cloud, no account, no subscription. The file is standard SQLite — readable independently of the app.
No licence key. No server. No expiry. Download once and use it indefinitely — for as many portfolios and financial years as you need.
Dogbox Investments is kept current with ATO rules and legislation. When tax laws change, the app is updated — so your CGT calculations always reflect what the law actually requires.
Getting Started
Import your broker history and have a complete CGT picture before the end of the day.
Name it and choose where to save the .dinv file — on your drive, USB, or cloud folder. Open it on any machine, any time.
Paste in your CommSec or SelfWealth CSV export, or enter parcels manually: ticker, acquisition date, quantity, and cost base including brokerage.
Log disposals and events as they happen. Dogbox Investments selects parcels using your chosen method and applies the CGT discount automatically at 12 months.
Generate an ATO-aligned CGT summary at 30 June. Export to CSV for myTax or a one-page PDF for your accountant — Item 18 and Item 11 pre-filled.
Pricing
No tiers. No subscriptions. Everything included, free forever.
.dinv file — yours to keepFAQ
Straight answers — no marketing fluff.
Yes. No licence key, no subscription, no expiry. Download and use it indefinitely. There is no paid tier for Dogbox Investments — everything is included at no cost.
Australian resident investors managing a share portfolio who need accurate CGT records for their annual tax return, and SMSF trustees who need compliant records for the fund's annual return and audit. If you own ASX-listed shares across multiple parcels and receive franking credits, this tool is built for you.
Yes. Set the entity type to SMSF accumulation or SMSF pension in settings and the CGT discount (one-third or fully exempt) is applied automatically. The .dinv file can be shared directly with your fund auditor — it's a standard SQLite database.
Yes. Dogbox Investments is maintained in line with current ATO legislation. If the CGT discount rules change, the app will be updated to reflect the new law. You'll always be calculating on the correct current basis.
CommSec (ConfirmationDetails.csv) and SelfWealth transaction history CSV are natively supported with auto-detection. Manual entry works for any broker. A generic flexible parser is also available. Additional broker importers are on the roadmap.
Record the demerger as a corporate action and enter the ATO's published cost base apportionment ratio. The app splits the original parcel's cost base proportionally between the parent and demerged entity, and CGT discount eligibility (the 12-month holding period) rolls over — meaning you don't restart the clock on the demerged shares.
No sign-up. No subscription. Your portfolio data stays on your machine.
Linux — paste into your terminal:
curl -fsSL https://raw.githubusercontent.com/davidrobertinnes/dbox-releases/main/install_dinv_stub.sh | bash