How to track your St. George portfolio and report CGT

St. George gives you a record of your trades, not a capital gains position. Here's how to turn that data into ATO-ready numbers with Navexa.

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Getting your St. George data into Navexa

Historical File Import

Import your trade history via CSV or broker export file.

Email Contract Note Sync

Forward your trade confirmation emails to your personal Navexa address and we'll automatically read them in. Set it up once — every new trade gets imported instantly.

Get your CGT position, not just a trade history

Set up Navexa in minutes. Your portfolio updates automatically from that point on — no manual data entry, no spreadsheets, no guessing.

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Navexa only ever reads your data. We import your transactions to work out what your portfolio has done. We never place trades, move money, or change anything in your St. George account.

Navexa is an independent portfolio tracker and is not affiliated with, endorsed by, or sponsored by St. George. All product names and trademarks are the property of their respective owners.

The information on this page is general in nature and does not take your objectives, financial situation or needs into account. It is not financial, tax, accounting or legal advice. Consider whether it is appropriate for you and seek professional advice before acting on it.