New features: AI assistant integration, dashboard layouts, and currency persistence
Your portfolio tracker should work the way you do. Whether that means managing your investments through a conversation with an AI assistant, arranging your dashboard to highlight what matters most, or simply keeping your preferred currency when you switch devices.
This update introduces AI assistant integration via MCP, dashboard layout options, and display currency persistence.
AI assistant integration (MCP)
You can now connect AI assistants like Claude Desktop, Claude Code, or Cursor directly to your TrackMyShares portfolio using the Model Context Protocol (MCP).
Once connected, you can manage your portfolio entirely through conversation. Ask your assistant to show your holdings, add a transaction, generate a tax report, check your rebalancing status, view your dividend calendar, or look up a stock quote. There are 17 tools available covering portfolios, transactions, market data, rebalancing, tax reporting, and performance tracking.
Setting it up
- Go to your account settings and open the MCP tab
- Create an API key and give it a name (e.g. "Claude Desktop")
- Copy the configuration snippet for your assistant and paste it into its settings file
The MCP tab provides ready-to-copy configuration for Claude Desktop, Cursor, and Claude Code. For Claude Code, you can also use the CLI command shown on the page.
Your API key is shown exactly once when created. Copy it immediately, as it cannot be retrieved later.
Security
API keys are hashed using SHA-256 before being stored. TrackMyShares never stores the raw key. You can create up to three keys per account, see when each was last used, and revoke any key at any time.
Write operations like adding or updating transactions require confirmation before they are executed, so your assistant cannot make changes without your approval.
MCP integration is a PRO feature. For a detailed walkthrough, see the MCP integration guide.
Dashboard layouts
You can now choose from three layout options to arrange your portfolio dashboard the way you prefer.
- Overview (default): charts on top, holdings table below. A traditional top-down view that gives you the big picture first.
- Side by side: holdings and charts displayed next to each other. Useful on wider screens where you want both visible at once.
- Holdings first: holdings table on top, charts below. For when your positions are what you check first.
To switch layouts, click the Layout button in your portfolio toolbar and select your preferred option. Your choice is saved and persists between sessions.
On mobile, the side-by-side option is replaced with the two layouts that work best on smaller screens: Overview and Holdings first.
For more on dashboard features, see Understanding the dashboard.
Currency preference persistence
Previously, your display currency preference was stored only in your browser. Clearing browser data or switching to a different device meant you had to set it again.
Your currency preference is now saved per portfolio in the database. When you change your display currency (USD, AUD, EUR, or GBP), the preference is stored on the server and synced automatically when you sign in on any device or browser.
The update happens instantly in the background, so there is no delay when switching currencies. And because it is saved per portfolio, you can view your Australian portfolio in AUD and your US portfolio in USD without them interfering with each other.
For more on currency options, see Currency and display options.
Getting started
- MCP integration: connect your AI assistant from the MCP tab in account settings, or read the setup guide (PRO)
- Dashboard layouts: click the Layout button in your portfolio toolbar, or see Understanding the dashboard
- Currency persistence: change your display currency and it will follow you across devices, or see Currency and display options
Have questions or need help? Visit our support page or check our help guides for detailed walkthroughs.