How to track your US stock portfolio

February 25, 2026

TrackMyShares Team

Whether you hold a handful of blue-chip stocks or a diversified mix of ETFs and growth names, keeping tabs on your US stock portfolio is essential. Knowing where you stand helps you make informed decisions about rebalancing, tax planning, and when to take profits or cut losses.

In this post, we walk through how to track your NYSE and NASDAQ holdings with TrackMyShares and make the most of the platform's analytics and reporting tools.

Why tracking your portfolio matters

Many investors rely on their brokerage app to check how their stocks are doing. That works for a single account, but it falls short when you hold investments across multiple brokers or want deeper analysis like tax-lot tracking, dividend projections, or benchmark comparisons.

A dedicated portfolio tracker gives you:

A single view across all accounts — See your full investment picture in one place
Performance analytics — Understand your actual returns over any time period
Tax awareness — Know your capital gains position before tax season arrives
Dividend visibility — Track income across your entire portfolio, not just one account

Adding NYSE and NASDAQ stocks

Getting started with TrackMyShares takes just a few minutes. Create a portfolio, set the currency to USD, and start adding holdings.

You can search for any stock by ticker symbol or company name. TrackMyShares covers all major US-listed securities, including:

Individual stocks listed on NYSE and NASDAQ
ETFs like SPY, QQQ, VTI, VOO, and SCHD
Cryptocurrencies like Bitcoin and Ethereum

For each holding, you can enter your shares and average cost for a quick overview, or record individual buy and sell transactions for detailed tracking.

Portfolio analytics and performance

Once your holdings are in, the dashboard shows your portfolio at a glance: total value, total gain or loss, daily change, and dividend income.

Dig deeper with:

Allocation charts — See how your portfolio breaks down by individual holding, market, or asset type
Performance chart — Track your portfolio value over time with options for different date ranges
Benchmark comparison — Compare your returns against the S&P 500, Nasdaq 100, or other benchmarks to see how you stack up
Historical snapshots — Click any point on the performance chart to see exactly what your portfolio looked like on that date

Importing trades via CSV

If you already have a trading history with your broker, you do not need to enter everything manually. Export your transactions as a CSV file from your broker and import them directly into TrackMyShares.

The import tool maps your columns automatically where possible and lets you review everything before confirming. TrackMyShares also detects stock splits in your historical data and adjusts quantities accordingly.

This feature requires a transaction-based portfolio on the PRO plan.

Dividend tracking for US stocks

For income-focused investors, TrackMyShares provides comprehensive dividend tracking:

Dividend yields displayed for each holding
Projected annual income across your portfolio
Dividend calendar showing expected payment dates month by month
Historical dividend payments tracked over time

If you hold dividend-paying stocks like Johnson & Johnson, Coca-Cola, or Realty Income, you can see exactly how much income your portfolio generates and when to expect payments.

Tax reporting for US investors

One of the most valuable features for US investors is the built-in tax reporting. TrackMyShares generates reports that break down your capital gains into short-term (held 12 months or less) and long-term (held more than 12 months) categories.

The reports also include:

Wash sale detection — Flags transactions where you sold at a loss and repurchased the same security within 30 days
Tax-loss harvesting analysis — Identifies holdings with unrealised losses that could offset your gains
Dividend income summary — Total dividend income received during the tax year

You can export reports as PDF or CSV to share with your accountant or import into tax preparation software.

Get started

TrackMyShares is free to start with support for up to 10 holdings. The PRO plan unlocks unlimited holdings, multiple portfolios, transaction tracking, tax reports, and more.