- 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
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.
What each one produces at tax time
The forms, the countries, the cost basis method, and what you get without paying.
| Tracker | Tax reports | Countries | Cost basis | Free plan |
|---|---|---|---|---|
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 |
- 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
- 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
- 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
- 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.
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.
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.
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.
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.
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
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.
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
Import the history, pick your country, and see the form fill itself in.
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.