New features: Benchmarks for all plans, dividend calculator, CSV merge tool, and stock split detection
Knowing how your portfolio compares to the market is one of the most useful things a tracker can show you. Until now, some of those comparisons were limited to PRO users. Not anymore.
This update makes all benchmarks and performance metrics available on every plan, introduces a free dividend income calculator, adds a CSV merge tool for combining broker exports, and brings automatic stock split detection to the import flow.
All benchmarks now available on every plan
Previously, the S&P 500 and ASX 200 benchmarks were available to all users, while Nasdaq 100 and Bitcoin were PRO-only. Annualised return and alpha metrics were also restricted to PRO.
Now every user gets access to all four benchmarks and all performance metrics:
- S&P 500 — the most widely followed US large-cap index
- ASX 200 — Australia's top 200 companies by market capitalisation
- Nasdaq 100 — the largest non-financial companies on the Nasdaq exchange
- Bitcoin — for comparing against crypto performance
Annualised return and alpha
When you select a benchmark and view a time range of three months or longer, two additional metrics appear below the chart:
- Annualised return — your portfolio's return expressed as a yearly rate, so you can compare performance across different time periods
- Alpha — the difference between your annualised return and the benchmark's. Positive alpha means you're outperforming; negative means you're trailing
On mobile, these metrics display in two rows. On desktop, all four values — your portfolio return, the benchmark return, annualised return, and alpha — appear in a single row.
How to use it
- Open any portfolio
- Scroll to the performance chart
- Click one of the benchmark buttons below the chart (S&P 500, ASX 200, Nasdaq 100, or Bitcoin)
The chart switches to a percentage comparison view showing your portfolio and the benchmark as two lines from the start of the selected period.
Free dividend income calculator
A new standalone tool at /tools/dividend-calculator that answers a simple question: how many shares do you need to buy to reach your target dividend income?
How it works
- Enter a stock symbol and select the market (US or Australian)
- Enter your target yearly dividend income
- The calculator fetches the current price and trailing 12-month dividend data, then shows you exactly how many shares you'd need
What you'll see
- Current share price and annual dividend per share
- Dividend yield and payment frequency (monthly, quarterly, semi-annual, or annual)
- Number of shares needed to hit your target
- Total investment required at the current price
- Estimated monthly income breakdown
The calculator is completely free — no account required. It uses real market data for both US and Australian stocks.
CSV merge tool: Combine multiple broker exports into one file
If you've traded with more than one broker, or your broker only lets you export one year at a time, importing your full history means dealing with multiple files that all have different column names and date formats.
The CSV merge tool solves this. Upload your files, map the columns, and download a single CSV ready for import.
How it works
- Upload — drag and drop one or more CSV or XLSX files. For XLSX files with multiple sheets, you can choose which sheet to use
- Map columns — the tool auto-detects common column names (symbol, date, quantity, price, fees) and lets you override or set fixed values for any field
- Preview — see the combined result sorted by date, with duplicates automatically removed and any issues flagged
- Download — get a single CSV file with standardised columns and dates in ISO format, ready to import into TrackMyShares
Everything runs in your browser — your data never leaves your device. The tool handles different date formats, currency symbols, and number formatting automatically.
Automatic stock split detection during import
Importing a transaction history that spans several years often hits a snag: your buy and sell quantities don't add up because a stock split happened in between. Previously, you had to figure out which splits occurred and manually add them to your file.
Now TrackMyShares detects this automatically.
How it works
During import, if the system finds that sells would exceed your available shares for a symbol, it checks for historical stock splits in that date range. If splits are found, they're inserted as transactions automatically — no manual intervention needed.
In the import preview, you'll see a message like "Stock splits detected (5:1 on 2020-08-31). These will be applied automatically during import." After the import completes, a summary confirms which splits were applied for each symbol.
This works for both US and Australian stocks and handles multiple splits per symbol (for example, Apple's 7:1 split in 2014 and 4:1 split in 2020).
Getting started
- Benchmarks — open any portfolio and click the benchmark buttons below the performance chart
- Dividend calculator — visit /tools/dividend-calculator, free and no account needed
- CSV merge tool — visit /tools/csv-merge to combine your broker exports
- Stock split detection — happens automatically when you import transactions
Have questions or need help? Visit our support page or check our help guides for detailed walkthroughs.