New features: Precious metals, manual assets, time-weighted returns, and regional tax reports
Not every investment sits in a brokerage account. Some of it is in gold coins, a rental property, or a vintage watch. Until now, TrackMyShares focused on stocks and crypto. This update changes that.
You can now track precious metals with prices updated throughout the day, add manual assets with valuation history, view time-weighted returns that strip out the effect of deposits and withdrawals, and generate tax reports matched to your country's financial year.
Precious metals
Gold, silver, platinum, and palladium are now available as a dedicated market in TrackMyShares. Prices are sourced from commodity futures and updated throughout the day, just like stocks.
What you can track
- Gold (XAU) — the most widely held precious metal
- Silver (XAG) — often used as both an industrial and investment metal
- Platinum (XPT) — rarer than gold, used in automotive and industrial applications
- Palladium (XPD) — primarily used in catalytic converters and electronics
All quantities are measured in ounces. Prices are quoted in USD.
How to add metals to your portfolio
Cost basis portfolios: click "Add holding", select "Precious metals" as the market, choose your metal, then enter the quantity in ounces and your average cost per ounce.
Transaction-based portfolios: click "Actions", then "Add transaction". Select "Buy" and "Precious metals" as the market. Pick the metal, enter the quantity, price per ounce, date, and any fees.
You can also search by common names like "gold" or "silver", and the system maps them to the correct symbols automatically.
For a full walkthrough, see the tracking precious metals guide.
Full portfolio integration
Precious metals appear in your holdings table alongside stocks and crypto. They're included in your total portfolio value, allocation chart, and performance calculations. You can buy, sell, transfer in or out, and import transactions via CSV just like any other holding.
Manual assets and valuations
For assets that don't have a market price (property, cash holdings, collectibles, or anything else), you can now add them as manual assets and track their value over time.
Adding a manual asset
Click "Add holding" and select "Manual asset" as the market. Enter the asset name (for example, "Investment property" or "Wine collection"), choose a category (Property, Cash, Collectibles, or Other), select the currency, and enter the purchase cost.
Tracking value over time
Since manual assets don't have automated pricing, you update values yourself by logging valuations. Each valuation records the current value, the date, and an optional note.
To log a valuation, click on the manual asset in your holdings table, then select "Transactions" and click "+ Update valuation". Enter the current value, pick the date, and add a note if you want (for example, "Council rates valuation" or "Insurance appraisal").
The most recent valuation is used as the asset's current value. If no valuations have been logged, the purchase cost is used. Your gain or loss is calculated as the difference between the latest valuation and the original purchase cost.
Example: tracking a property
- Add a holding with the name "Investment property", category Property, currency AUD, and purchase cost $600,000
- Log an initial valuation of $600,000 with the note "Purchase price"
- Update quarterly with new market estimates
- When you sell, record a sell transaction with the sale price
Manual assets are included in your total portfolio value, allocation chart (grouped by category), and performance calculations. Currency conversion is handled automatically based on the currency you choose.
For step-by-step instructions, see the tracking manual assets guide.
Time-weighted returns and chart modes
Transaction-based portfolios now offer three chart modes above the performance chart. These give you different ways to understand how your portfolio is performing.
Return (TWR)
Shows your true investment return as a percentage, with the effect of deposits and withdrawals removed. This is the same method fund managers use, and it's the only way to fairly compare your performance against a benchmark. If you deposited $10,000 mid-year, the chart won't jump up. It shows pure investment performance.
Total value
Shows the actual dollar value of your portfolio over time. This includes everything: market movements, deposits, and withdrawals. Jumps in the chart reflect real changes in portfolio size, whether from markets moving or new money coming in.
Current holdings
Projects your current holdings backward using historical prices. This answers the question "how would today's portfolio have performed over the past year?" It doesn't reflect what you actually owned at each point in time.
How to switch modes
Click the toggle buttons above the performance chart. Hover over each button for a description of what it shows. When you select a benchmark, the chart automatically uses the TWR mode so the comparison is fair.
Cost basis portfolios show only the "Current holdings" mode, since they don't have transaction history to calculate TWR.
For more on chart modes and performance metrics, see the reading your portfolio charts guide.
Regional tax reports
Tax reports now adapt to your country's financial year automatically. When generating a report, select your tax region and the system adjusts the date range, terminology, and calculations to match.
Supported regions
- Australia — financial year runs July 1 to June 30 (shown as "2025-26")
- United States — calendar year, January 1 to December 31 (shown as "2025")
What changes by region
Australia: the report shows franking credits, assessable income, and applies the 50% CGT discount for assets held longer than 12 months.
United States: the report separates short-term and long-term capital gains (the threshold is one year), includes wash sale warnings for the 61-day window, and shows foreign tax credits.
Both regions calculate capital losses that can offset gains. The financial year dropdown adjusts to show the correct format for your selected region.
For detailed walkthroughs, see the generating tax reports and US tax reporting guides.
How to generate a report
- Go to Reports in the sidebar
- Select Tax report
- Choose your tax region
- Select the financial year from the dropdown
- Click Generate report
Getting started
- Precious metals — open any portfolio, click "Add holding", and select "Precious metals" as the market
- Manual assets — click "Add holding" and select "Manual asset" to track property, cash, collectibles, or other assets
- Chart modes — open a transaction-based portfolio and use the toggle buttons above the performance chart
- Regional tax reports — go to Reports, select Tax report, and choose your region
Have questions or need help? Visit our support page or check our help guides for detailed walkthroughs.