SIX PORTFOLIOS · LIVE SCORING · FIFO CGT

Personal build · live daily use

Test the strategy on six virtual portfolios before it touches a dollar of yours.

ASX Trader Pro runs six AI-managed virtual portfolios — each a different risk profile — so a scoring-based strategy proves itself before it trades real money. On the real side, it imports your CMC Markets history, tracks dividends and franking credits, and calculates FIFO capital gains tax with CPI indexation, ready for your accountant.

View the project Follow the build

Windows · StreamlitPlatform

Local SQLite + SheetsData

CMC Markets formatBuilt for

the story

Built by one ASX investor, for his own portfolio

This wasn't built to sell — it was built to answer one real question: which stocks deserve real money. The virtual trading system exists because rules-based scoring can look right on paper and still make bad calls, like repeatedly buying weak stocks near multi-month lows. That exact failure, caught in real use, became the momentum-penalty fix now built into the engine.

The CGT engine handles FIFO lot matching, capital loss offsetting, brokerage in the cost base, ATO rounding, and the dual pre/post-1 July 2027 tax regime — because those are the exact numbers needed at tax time, every year. The CMC Markets importer was built against CMC's actual export quirks. This is a live tool — stale stop-loss prices, trailing stops firing on day one, state bugs — all fixed after being caught doing the wrong thing in daily use.

who it's for

Built for self-managed ASX investors, not fund managers

Individual ASX investors validating a systematic strategy before committing real capital

Dividend and franking-credit focused investors — scored on yield and payout, not pure momentum

CMC Markets clients specifically — the import pipeline is built for CMC's export format

Self-managed investors who do their own (or their accountant's) CGT

Comfortable running a local Python/Streamlit app — a personal desktop tool, not a hosted product

Not built for: fund managers, advisers, or anyone on a platform that already calculates CGT for them.

why it's different

Eight things a spreadsheet can't do

Six virtual portfolios, six risk profiles

Conservative through Speculative and Micro all trade the same stock universe under the same scoring engine — so you compare how the logic behaves across risk tolerances instead of guessing from one backtest.

A multi-signal scoring engine

Trade decisions weigh market regime, relative strength, analyst consensus, dividend growth, and quality metrics together. No single noisy signal triggers a trade on its own.

Momentum-penalty scoring

Penalises stocks in the bottom 35% of their 52-week range, after the system was caught buying weak stocks near their lows.

Stops that only fire when they should

Trailing stops activate only after a position clears a profit threshold. Stop-losses no longer silently disable when price data goes missing.

CGT calculated the way the ATO requires

FIFO lot matching, capital loss offsetting, brokerage in cost base, ATO rounding, live ABS CPI indexation, and the dual pre/post-1 July 2027 regime.

CMC import that handles the messy real format

Automatically extracts BUY/SELL from CMC's combined cash-flow export, calculates real brokerage, and maps dividend company names to tickers.

Dividend and franking-aware analysis

Every stock lookup surfaces yield, franking %, grossed-up yield, and payout ratio alongside P/E, ROE, debt/equity and 52-week range.

Local-first, data-owned architecture

Runs against your own SQLite database and Google Sheet, backed up to Dropbox. Your trade history is never sent to a third party.

what's included

Virtual trading and real portfolio management, side by side

Virtual AI Trading

Six auto-trading portfolios: Conservative → Micro
Multi-signal scoring: regime, strength, consensus, dividend growth, quality
Momentum penalty for stocks near 52-week lows
Trailing stop-loss with profit-threshold activation
AI market intelligence sector scoring, refreshed weekly
Excel dashboard export — 10 sheets

Real Portfolio Management

CMC Markets CSV import with automatic brokerage calc
Dividend tracking with franking credit + grossed-up yield
CGT calculator: FIFO, loss offsetting, ATO rounding
Live ABS CPI indexation with offline fallback
Dual tax-regime handling with 30% minimum tax flagging
Accountant-ready CSV export

Stock Analysis

Ticker lookup: price, yield, franking %, composite score
Fundamentals: P/E, ROE, debt/equity, 52-week range
Custom watchlist and full ASX 300 data
Stock screener

Platform

Streamlit desktop UI, launched via BAT file
Google Sheets live pricing integration
SQLite local database + yfinance data
Anthropic Claude API for market analysis

the honest bit

No commercial offer — and that's on purpose

This is a personal, self-hosted application, not a SaaS product. There's no sign-up, no trial, no pricing tier to invent. If you want to see how it works, get in touch — happy to walk through the build.

let's talk

Curious how the scoring engine or the CGT calculator actually works? Ask away.

Email spindizzytech3@gmail.com 📞 0417 180 187

before you dive in

The fine print

Read the financial disclaimer below carefully before drawing on anything this tool produces.

General disclaimer

ASX Trader Pro is provided "as is", without warranty of any kind, express or implied. This is an ongoing, actively developed build, shared here for feedback and improvement suggestions rather than as a finished, fully warranted commercial product. Spindizzy Technologies makes no guarantee that the software is free of bugs, errors, or interruptions, and accepts no liability for any loss, damage, or cost — direct or indirect — arising from its use or inability to use it. You use this software entirely at your own risk.

Financial disclaimer — read before use

ASX Trader Pro is a personal software tool and does not constitute financial product advice. Nothing in this application, on this website, or produced by its scoring, screening, or virtual trading features is a recommendation to buy, sell, or hold any security, and none of it has been prepared having regard to your objectives, financial situation, or needs.

Spindizzy Technologies is not a financial services licensee and does not hold an Australian Financial Services Licence (AFSL). This tool, and any output it produces — including scores, virtual portfolio results, CGT calculations, or dividend and franking data — is general information only and may contain errors, omissions, or outdated data. Past performance of any virtual portfolio is not indicative of future results, real or simulated.

All investment decisions, and all resulting outcomes including any loss of capital, remain the sole responsibility of the investor. Before making any financial decision you should seek independent advice from a licensed Australian financial adviser and, for tax matters including capital gains tax calculations, verify all figures with a registered tax agent or accountant. Spindizzy Technologies accepts no liability for any financial loss arising from reliance on this software.

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