New features: Push notifications, tax loss harvesting, and broker import guides
Staying on top of your investments means knowing what's happening without constantly checking your portfolio. And when tax time comes around, having the right tools to optimise your position can make a real difference.
This update introduces push notifications, tax loss harvesting, currency conversion in tax reports, estimated dividend dates, and step-by-step broker import guides for six popular brokers.
Push notifications: Daily portfolio updates on your phone
You can now receive a daily push notification with your portfolio's current value and how it changed that day.
How it works
Each notification shows your portfolio value alongside the daily percentage change, so you can stay informed at a glance without opening the app.
You choose when to receive notifications and in which timezone. Times are available in 30-minute intervals, and we support timezones across North America, Europe, and Asia Pacific — so whether you're in New York, London, or Sydney, notifications arrive when you want them.
Setting it up
- Open your portfolio settings
- Toggle on "Daily portfolio notifications"
- Allow notifications in your browser when prompted
- Choose your preferred time and timezone
- Send a test notification to make sure everything works
Notifications are available for transaction-based and cost-basis portfolios. You can enable them independently for each portfolio.
Tax loss harvesting: Find opportunities to reduce your tax bill
Tax loss harvesting is a strategy where you sell holdings that are currently at a loss to offset capital gains elsewhere in your portfolio. Our new tax loss harvesting page analyses your portfolio and identifies these opportunities.
What you'll see
Summary cards showing your realised gains for the financial year, total harvestable losses across your holdings, and estimated tax savings based on your marginal tax rate.
Harvesting opportunities table listing every holding with an unrealised loss, sorted by the largest losses first. Expand any row to see individual lots with purchase dates, cost basis, current value, and whether the position is short-term or long-term.
Recommended actions for each position — sell all, sell partial, or hold — based on how your unrealised losses compare to your realised gains.
Wash sale warnings if you've sold a holding at a loss and repurchased it within 30 days. The warning shows the affected symbol, dates, quantities, and the portion of the loss that may be disallowed.
Customise your analysis
Select the financial year, tax region (Australia, US, Canada, UK, or New Zealand), marginal tax rate, and display currency to tailor the report to your situation.
Tax loss harvesting is available from the portfolio menu on any transaction-based or consolidated portfolio. This is a PRO feature.
Currency conversion in tax reports
Tax reports now include a currency selector so you can view all values in your preferred currency. Choose from USD, AUD, EUR, or GBP, and every figure in the report — capital gains, dividend income, franking credits, withholding tax — converts automatically.
Your currency preference is remembered across sessions, and the selected currency is included in the print header when you generate a PDF for your accountant.
Exchange rates are sourced from Yahoo Finance and updated frequently throughout the day.
Estimated ex-dividend and record dates
The dividend calendar now shows estimated ex-dividend and record dates for each holding. These dates are projected based on historical payment patterns — if a company paid its dividend on the 15th of March last year, the calendar estimates a similar date this year.
When you see "E:" and "R:" next to a dividend entry, hover over them to see the full projected dates. This helps you plan ahead and know the last day to purchase shares to qualify for an upcoming dividend.
Broker import guides: Step-by-step instructions for your broker
Importing your transaction history should be straightforward, regardless of which broker you use. We've published detailed guides for six popular brokers:
- CommSec — export from Portfolio > Accounts > Transactions, with separate steps for domestic and international holdings
- Interactive Brokers — use Flex Queries or Activity Statements to export your trade history
- SelfWealth — download reports from Settings > Trading Account > Reports
- CMC Markets — export from Order History via the web platform or desktop app
- Superhero — download your Transaction Statement for a custom date range
- Stake — export your Account Summary Report from Tax & Documents
Each guide walks you through the full process: downloading your data from the broker, preparing your CSV with the right columns, importing into TrackMyShares with column mapping, and generating your first tax report.
Importing from multiple brokers
If you use more than one broker, we recommend creating a separate portfolio for each and then combining them with a consolidated portfolio. This keeps your imports clean and gives you a unified view across all your accounts.
Getting started
- Push notifications — open your portfolio settings and toggle on daily notifications
- Tax loss harvesting — select "Tax loss harvesting" from your portfolio menu (PRO)
- Currency conversion — use the currency selector in your tax report settings bar
- Dividend dates — check the dividend calendar for estimated ex-dividend and record dates
- Import guides — visit our help section and find the guide for your broker
Have questions or need help importing your data? Visit our support page or check our help guides for detailed walkthroughs.