Tax reporting compared

Best Portfolio Trackers with Tax Reporting 2026

Most trackers show you a gain. Far fewer turn it into the line your tax authority asks for, and the ones that do usually build for a short list of countries. These five take five different routes through that problem.

Vendor pages checked 15 September 2026
AllInvestView Sharesight Quicken Koinly Stock Rover

What each one produces at tax time

The forms, the countries, the cost basis method, and what you get without paying.

TrackerTax reportsCountriesCost basisFree plan
AllInvestView Country filing packs mapped to the real form, plus a capital gains report and a dividend report Filing packs for eighteen countries; the capital gains rules screen ships thirteen country presets FIFO, LIFO, average cost and the statutory method each country requires Capital gains and dividend tax reports on the free plan
Sharesight Taxable Income, Capital Gains Tax, Unrealised CGT, Historical Cost and All Trades reports Its tax pages name the IRS, HMRC, Australia, Canada, New Zealand and Europe Average cost base, as stated on its tax page One portfolio and ten holdings, with no tax reporting
Quicken A capital gains report carrying Schedule D information, plus a tax schedule report and a .TXF export United States; every tax artefact it names is a US form or schedule Unknown None; a 30 day risk-free trial
Koinly Crypto tax reports in formats accepted by more than twenty countries More than twenty, for crypto only Unknown Free tracking; the tax report itself is paid
Stock Rover None. It reports realized gain and cost basis as portfolio analytics None named; its coverage is US and Canadian stocks Start, end and average basis, as reporting metrics A free plan for basic research, plus a 14 day trial of any paid plan
AllInvestView
Tax reports
Country filing packs mapped to the real form, plus a capital gains report and a dividend report
Countries
Filing packs for eighteen countries; the capital gains rules screen ships thirteen country presets
Cost basis
FIFO, LIFO, average cost and the statutory method each country requires
Free plan
Capital gains and dividend tax reports on the free plan
Sharesight
Tax reports
Taxable Income, Capital Gains Tax, Unrealised CGT, Historical Cost and All Trades reports
Countries
Its tax pages name the IRS, HMRC, Australia, Canada, New Zealand and Europe
Cost basis
Average cost base, as stated on its tax page
Free plan
One portfolio and ten holdings, with no tax reporting
Quicken
Tax reports
A capital gains report carrying Schedule D information, plus a tax schedule report and a .TXF export
Countries
United States; every tax artefact it names is a US form or schedule
Cost basis
Unknown
Free plan
None; a 30 day risk-free trial
Koinly
Tax reports
Crypto tax reports in formats accepted by more than twenty countries
Countries
More than twenty, for crypto only
Cost basis
Unknown
Free plan
Free tracking; the tax report itself is paid
Stock Rover
Tax reports
None. It reports realized gain and cost basis as portfolio analytics
Countries
None named; its coverage is US and Canadian stocks
Cost basis
Start, end and average basis, as reporting metrics
Free plan
A free plan for basic research, plus a 14 day trial of any paid plan

Five different answers to the same problem

What each one gives you, where it stops, and the pages those facts came from.

AllInvestView

Multi-asset tracking with a filing pack per country that writes the actual boxes on the actual form, from Form 8949 and Schedule D to SA108, Anlage KAP-INV, Modelo 100, Schedule 3, Quadro RT and Formulaire 2074.

Best fitInvestors filing outside the handful of countries most trackers build for, or filing in more than one

Included

  • Filing packs that name the form, the box and what is still missing
  • Statutory lot matching per country, including Section 104 pooling, taxpayer-wide LIFO and pooled adjusted cost base
  • Wash sales, superficial losses and repurchase rules matched across all your accounts
  • Dividend income with withholding, and PDF, Excel and CSV exports

Tradeoffs to know

  • Filing packs are a paid feature; the free plan covers the capital gains and dividend reports
  • Each pack is scoped to the instruments its calculation has been verified for

Sharesight

A dividend and tax specialist built around a handful of tax authorities, with a long record in Australia and New Zealand and reports shaped to those systems.

Best fitInvestors filing in one of the countries its reports were built for, especially Australia and New Zealand

Included

  • A tax report set built for named tax authorities rather than a generic gains summary
  • Automatic dividends, including franking credits for Australian holdings
  • Unlimited holdings from the Standard plan up
  • Around 200 broker and platform integrations

Tradeoffs to know

  • The Capital Gains Tax Report is limited to Australian and Canadian tax residency portfolios on its higher plans
  • Tax reports need a paid plan; the free plan stops at ten holdings
  • Bonds and options go in as custom investments whose price you keep up to date yourself

Quicken

A desktop personal finance suite where investments sit beside budgeting and bills, with tax output aimed squarely at a US return and a handoff to TurboTax Desktop.

Best fitUS filers who keep their whole financial life on the desktop and hand off to TurboTax Desktop

Included

  • Built-in tax schedules A, B and D on the Classic personal plans
  • Capital gains exported to a .TXF tax exchange file
  • A capital gains estimator and Tax Planner on Classic Premier
  • Connections to thousands of US financial institutions

Tradeoffs to know

  • Quicken states that TurboTax Online no longer imports Quicken data, so the handoff needs TurboTax Desktop
  • Classic is desktop-first on Windows or macOS, with companion apps rather than a full web product
  • The Tax Planner is marked Windows only

Koinly

A crypto tax specialist that reads exchange and wallet activity and turns complicated on-chain history into a report a tax authority will take.

Best fitCrypto investors who need a compliant report for on-chain activity

Included

  • Coverage of hundreds of exchanges and wallets
  • DeFi, staking, liquidity pools and NFT activity
  • Tax report formats for more than twenty countries

Tradeoffs to know

  • Crypto only, so shares, funds and bonds need something else
  • The tax report requires a paid plan, priced annually from $49 a year

Stock Rover

A research and screening tool with strong portfolio analytics, where the gain figures exist to help you judge performance rather than to fill in a return.

Best fitResearchers who want screening and analytics and take their tax figures elsewhere

Included

  • Realized and unrealized gain and cost basis in portfolio reporting
  • Deep fundamental screening and research
  • Portfolio analytics and rebalancing
  • Dividend tracking and projections

Tradeoffs to know

  • There is no tax report on any plan, and its features, metrics and plan pages name no tax authority and no tax form
  • Coverage is US and Canadian stocks
  • A browser interface, with no native mobile app
How we compared them. Each product was checked against its own pricing, feature and help pages on 15 September 2026, and the pages used are linked under each card. Where a vendor does not publish a figure, the cell says so rather than guessing. AllInvestView publishes this page and is one of the products compared.
Our pick, and why

AllInvestView, for anyone whose tax authority is not on the usual list

The difference is not that it calculates a gain. It is that the gain arrives already shaped into the form you have to fill in, under the matching rule your country insists on, with the boxes named and anything still missing spelled out.

Filing packs for eighteen countries Statutory matching per country Tax reports on the free plan
Filing packs are a paid feature, from $6.99 a month billed annually.
Numbers for your form

This is what we mean by a filing pack

Not a gains summary you retype, but the rows and totals in the order the form prints them. Here the US pack carries Form 8949 box A and box D disposals with all eight columns, then the box totals and Schedule D lines 7, 15 and 16. Seventeen more countries have their own, each built against that country's own form and matching rule.

See the US filing pack
AllInvestView US filing pack showing Form 8949 box A and box D disposal rows, the box totals and Schedule D lines 7, 15 and 16 US filing pack showing Form 8949 box A and box D disposal rows, the box totals and Schedule D lines 7, 15 and 16
Box D totalling 17,564.50 USD, Schedule D line 7 at 698.00 USD, line 15 at 17,564.50 USD and line 16 at 18,262.50 USD. Fixture filer, invented figures.View full-size View full-size
Start with your own brokers behind it

Import the history, pick your country, and see the form fill itself in.

Start free

Questions about tracker tax reporting

Which portfolio tracker has the widest tax reporting?

AllInvestView, on the evidence here. It builds country filing packs for eighteen countries that map to the actual form and box, while the other trackers on this page either concentrate on a handful of tax authorities, cover crypto only, or publish no tax report at all.

Do I still need an accountant?

That depends on how complicated your return is. None of these products file anything for you. What a good tax report changes is the starting point: your accountant reviews figures instead of rebuilding them from broker statements, which is usually where the hours go.

Why does cost basis method matter so much?

Because the method is often not yours to choose. The UK pools shares at an averaged cost, Italy matches last in first out, Canada pools adjusted cost base across accounts and Spain uses FIFO for homogeneous securities. A tracker that only offers FIFO will give you the wrong figure in several countries.

What about wash sales and their equivalents?

Almost every country has a rule that delays or denies a loss when you buy the same thing back too soon, and the window differs: thirty days in the US and the UK, four weeks in Ireland, two months in Spain for a share on an EU regulated market. The rule only works if the tracker can see every account you hold, because the repurchase is often somewhere else.

Is a free plan enough for tax reporting?

For a small portfolio it can be. AllInvestView includes the capital gains and dividend tax reports on its free plan, while the country filing packs are paid. Sharesight puts tax reports behind a paid plan, Koinly puts the crypto report behind one, and Quicken has no free tier.

How were these products compared?

Each product was checked against its own pricing, feature and help pages on 15 September 2026, and the pages used are linked under each card. AllInvestView publishes this page and is one of the products compared.