How to track your Pearler portfolio and report CGT

Pearler makes it easy to invest regularly in ETFs and shares — but when tax time arrives, you need more than a transaction history. Pearler's built-in reporting doesn't calculate your CGT position or generate ATO-ready reports.

Navexa connects directly to your Pearler account and gives you:

• Automatic trade sync — your Pearler holdings update in Navexa without manual data entry
• Real-time CGT position — know what you owe before you sell, not after
• Manual parcel selection — choose exactly which Pearler shares to sell to minimise your CGT bill
• ATO MyTax autofill — your capital gains and income, pre-formatted for your tax return
• Full portfolio view — Pearler holdings alongside any other broker or asset class

Navexa supports direct account linking with Pearler — connect once and your full trade history imports automatically. As you make new trades in Pearler, Navexa keeps your portfolio up to date.

At tax time, Navexa generates:

• A capital gains report broken down by parcel and asset
• An income report covering dividends and DRP
• An ATO MyTax-ready summary you can copy directly into your tax return

Most Pearler users set up in under 10 minutes. If you've been dollar-cost averaging into ETFs, Navexa tracks every parcel automatically — no matter how many individual purchases you've made.

Pearler investors who dollar-cost average often accumulate dozens of individual purchase parcels for the same ETF. When it comes time to sell, which parcel you choose matters — potentially saving you thousands in CGT by maximising the 50% discount on parcels held longer than 12 months.

Navexa's manual parcel selection lets you choose exactly which parcel to sell, rather than being locked into FIFO or LIFO. This level of control isn't available in Pearler's own tools.