The Problem Hit Me Personally:
When I moved to Australia 8 years ago, I was shocked by how complex US stock CGT calculations were. Coming from a 20+ year background as a professional trader and long-term US markets investor, plus my product management and economics experience, I thought "surely there's a better way?"
The Impossible Choice:
I considered switching to Australian stocks, but let's be honest - the returns and opportunities just aren't the same. So like many of you, I stuck with US markets via CommSec International.
The Expensive Reality:
Every tax season, I'd pay hundreds of dollars to tax agents, only to be told: "You need to organize all this trading data yourself first." Seriously? I'm paying you to tell me to do the hard work myself?
This Year, I Said Enough:
After spending my 8th year manually organizing CommSec tax files in spreadsheets, I decided to use my product management, economics, and professional trading experience to build a solution. With a name like ROI, I've always been passionate about maximizing returns - and I realized complex tax prep was destroying everyone's ROI! Not just for me, but for every Australian investor facing this same frustrating problem.
"If we're going to invest in US markets for better returns, we shouldn't have to suffer through weeks of manual tax prep every year."
This tool represents hundreds of hours of development to save our community thousands of hours of manual work. Let's spend our time analyzing investments, not organizing spreadsheets.