Blog

What AMIT and AMMA statements are, why Australian ETF investors receive them, and how to use the data for your tax return. Covers income components, cost base adjustments, and common mistakes.

What counts as substantially identical for the wash sale rule? Concrete examples including ETFs, mutual funds, options, and grey areas the IRS has not clarified.

What wash sale loss disallowed means on your 1099-B, and how to report it on Form 8949 and Schedule D. Includes partial wash sales, broker mismatches, and worked examples.

Why selling at a loss and rebuying in an IRA or 401(k) can permanently destroy your tax deduction. Covers traditional IRA, Roth IRA, 401(k), HSA, and cross-account scenarios.

Record stock splits, mergers, delistings, and symbol changes with automatic cost basis adjustments. Track franking credits and withholding tax on dividends. Compare stocks in grid or table view.

Estimate your annual dividend income from stocks and ETFs. We explain dividend yield, walk through example portfolios, and link to a free dividend calculator.

Use our free DCA vs lump sum calculator to compare dollar cost averaging against investing all at once, using real historical prices for any stock or ETF.

Should Australian investors dollar cost average or invest a lump sum? We compare both strategies using ASX ETFs like DHHF, VGS, and VAS with real data.

Holding multiple ETFs? You might have more overlap than you think. Learn how to check ETF overlap and what to do about it.

A step-by-step guide to reporting dividends, capital gains, and franking credits on your Australian tax return. Covers common mistakes and EOFY preparation.

Compare VGS, BGBL, and IWLD for international share exposure on the ASX. We break down fees, indexes, overlap, and which one to choose.

VOO and VTI are nearly identical but not the same. We compare holdings, performance, overlap, and help you decide which one to buy.

Compare DHHF, VDHG, and BGBL side by side. We break down fees, Australian allocation, overlap, and which all-in-one ETF suits your strategy.

Compare SCHD, VYM, and VIG side by side. We break down yield, strategy, overlap, and who each dividend ETF is best suited for.

Looking for a Sharesight alternative? Compare the best portfolio trackers for US investors, including pricing, tax reporting, and dividend tracking features.

Looking for a Sharesight alternative in Australia? Compare portfolio trackers with ASX support, franking credits, CGT discount tracking, and EOFY tax reports.

Learn why RSU tracking differs from regular stock purchases, how to handle vest lots, sell-to-cover, cost basis, and tax reporting for both Australian and US investors.

Connect AI assistants like Claude and Cursor to your portfolio, customise your dashboard layout, and keep your currency preference across devices.

Compare VAS and IOZ for Australian share market exposure. We break down fees, indexes, overlap, and which ETF suits your portfolio.

Understand your portfolio's diversification with automated risk scores, sector and asset class breakdowns, and see exactly where your ETFs overlap with interactive Sankey diagrams.

Understand how franking credits work in Australia, how they reduce your tax on dividends, and how to track them in your share portfolio.

Learn how to use capital losses to offset capital gains in Australia, including the order of offset, carry-forward rules, and practical examples.

Understand how wash sale rules work in Australia under Part IVA anti-avoidance provisions, how they differ from US rules, and how to stay compliant.

Learn how tax loss harvesting works in Australia, including ATO rules, the wash sale provisions, and strategies for offsetting capital gains before EOFY.

TrackMyShares offers five free investment tools you can use without creating an account. Compare DCA vs lump sum investing, analyse ETFs side by side, estimate dividend income, and calculate capital gains tax.

Understand your tax obligations as a share trader or investor in Australia, including record-keeping requirements, CGT reporting, and ATO expectations.

Learn how capital gains tax applies when you sell shares in Australia, including CGT events, cost base calculations, and the 50% discount.

Find out how much tax you pay when you sell shares in Australia, including marginal tax rates, the CGT discount, and dividend tax treatment.

Understand the difference between short term and long term capital gains in Australia, including the 50% CGT discount and how holding period affects your tax.

Compare the top portfolio tracking apps for US investors in 2026. Covers tax reporting, dividend tracking, broker imports, and pricing.

A step-by-step guide to calculating capital gains tax on shares in Australia, including the CGT discount and cost base adjustments.

Learn how to track your ASX shares, monitor portfolio performance, and stay on top of dividends and capital gains with TrackMyShares.

Learn how to use capital losses to reduce your tax bill, including the $3,000 deduction rule, loss carryforward, and the netting process for US investors.

Track gold, silver, platinum, and palladium alongside your stocks. Add manual assets like property or collectibles with valuation history. Compare performance fairly with time-weighted returns. Generate tax reports that match your country's financial year.

Compare 2026 short-term and long-term capital gains tax rates. Learn the holding period rules and strategies to minimize your stock market tax bill.

Learn how to track your NYSE and NASDAQ holdings, monitor performance, and manage your US stock portfolio with TrackMyShares.

Understand tax-loss harvesting strategies, wash sale rules, and how to use TrackMyShares to identify opportunities to offset capital gains.

Compare your portfolio against the S&P 500, ASX 200, Nasdaq 100, and Bitcoin on any plan. Plus a free dividend income calculator, a CSV merge tool for combining broker exports, and automatic stock split detection during import.

Understand how DRIPs are taxed, why reinvested dividends are still taxable income, and how to track cost basis for DRIP shares accurately.

A practical guide to exporting your trading history from Australian brokers like CommSec, SelfWealth, Stake, and others, then importing it into a portfolio tracker for accurate tax reporting and performance tracking.

Managing dividend income from Robinhood, Webull, Fidelity, and other brokers in one place. Learn how to consolidate your dividend tracking for taxes and income planning.

Learn the difference between qualified and ordinary dividends, their tax rates, and how to track and report dividend income on your US tax return.

Forward broker emails to automatically record transactions, rebalance your portfolio with target allocations, receive scheduled portfolio summaries via email, and see exchange rates at a glance.

Step-by-step guide to reporting stock sales on your US tax return using 1099-B, Form 8949, and Schedule D. Covers covered vs uncovered securities and common corrections.

An honest comparison of TrackMyShares, Sharesight, Navexa, and Stock Events. We break down pricing, features, tax reporting, and market support to help you choose the best portfolio tracker for your needs.

Compare the three main cost basis methods for stocks. Learn how FIFO, LIFO, and specific identification affect your capital gains taxes and which method to choose.

Get daily portfolio updates on your phone, identify tax loss harvesting opportunities, view tax reports in your preferred currency, and follow step-by-step guides to import transactions from your broker.

Understand the IRS wash sale rule, including the 61-day window, what counts as substantially identical securities, and how disallowed losses affect your cost basis.

Generate capital gains tax reports for Australia, US, Canada, UK, and NZ. Track dividend income with a visual calendar and combine multiple portfolios into one unified view.

Learn how capital gains tax applies to stock sales in the US, including short-term and long-term rates, how gains are calculated, and what you report to the IRS.

A comprehensive portfolio tracking solution for stocks, crypto, and dividends across US, Australian, and cryptocurrency markets.