TrackMyShares vs Sharesight vs Navexa: Which portfolio tracker is right for you?
Choosing a portfolio tracker is a personal decision. Your ideal tool depends on which markets you invest in, how many portfolios you manage, whether you need tax reporting, and what you're willing to pay.
We built TrackMyShares because we felt the existing options were either too expensive or didn't serve multi-market investors well enough — particularly those investing across US and Australian markets. But we also know it's not the right fit for everyone.
Here's an honest look at how TrackMyShares compares to Sharesight, Navexa, and Stock Events.
The contenders
TrackMyShares
A web-based portfolio tracker built as a Progressive Web App (PWA). Supports US stocks (NYSE, NASDAQ), Australian shares (ASX), and cryptocurrencies. Offers transaction tracking, tax reporting for five jurisdictions, dividend calendar, consolidated portfolios, portfolio rebalancing, email transaction forwarding, watchlist, and scheduled email notifications. Free tier available.
Sharesight
An established platform with over 500,000 users. Tracks 240,000+ stocks, ETFs, and funds across 40+ global exchanges. Offers broker integrations, Xero accounting integration, and comprehensive reporting. Free tier available with limited holdings.
Navexa
An Australian-focused portfolio tracker with native mobile apps. Supports ASX, NASDAQ, NYSE, and 7,000+ cryptocurrencies. Offers detailed Australian tax reporting, CAGR return calculations, and broker integration. No free tier — 14-day trial only.
Stock Events
A mobile-first portfolio tracker with native iOS and Android apps. Covers stocks, ETFs, crypto, commodities, and bonds globally. Features an earnings calendar, IPO calendar, and social portfolio sharing. Free tier available.
Pricing comparison
Price is often the deciding factor. Here's how the four compare:
| TrackMyShares | Sharesight | Navexa | Stock Events | |
|---|---|---|---|---|
| Free tier | 1 portfolio, 20 holdings | 1 portfolio, 10 holdings | No free tier (14-day trial) | Limited free tier |
| Entry paid plan | $4.99 USD/mo | $7 USD/mo (annual) | ~$5 USD/mo (annual) | ~$3 USD/mo |
| Unlimited holdings | $4.99 USD/mo | $18 USD/mo (annual) | ~$5 USD/mo (annual) | PRO subscription |
| Multiple portfolios | Unlimited (PRO) | From $18 USD/mo | From ~$7 USD/mo | PRO subscription |
| Annual discount | $29.99/year (~$2.50/mo) | Yes (save ~25%) | Yes (save 3 months) | Available in-app |
The takeaway: TrackMyShares offers one of the most generous free tiers with 20 holdings. Its PRO plan at $4.99/month (or $29.99/year) unlocks everything — unlimited portfolios, unlimited holdings, tax reports, and all features. Sharesight's comparable unlimited tier starts at $18/month.
Market and asset support
| TrackMyShares | Sharesight | Navexa | Stock Events | |
|---|---|---|---|---|
| US stocks | Yes | Yes | Yes | Yes |
| Australian (ASX) | Yes | Yes | Yes | Yes |
| Crypto | Yes | Limited | Yes (7,000+) | Yes |
| European/UK stocks | No | Yes | No | Yes |
| Asian markets | No | Yes | No | Yes |
| Bonds | No | No | No | Yes |
| Unlisted investments | No | Yes | Yes | No |
| Mutual funds | No | Yes | Yes | Yes |
The takeaway: If you invest in US stocks, ASX shares, and crypto, TrackMyShares covers your needs. If you need European, UK, or Asian market coverage, Sharesight or Stock Events are better options. Sharesight has the broadest market support with 40+ exchanges.
Tax reporting
For investors who want help at tax time, reporting capabilities matter.
| TrackMyShares | Sharesight | Navexa | Stock Events | |
|---|---|---|---|---|
| Australian CGT | Yes (50% discount) | Yes | Yes | No |
| US capital gains | Yes (short/long term) | Yes | No | No |
| Canadian tax | Yes | Yes | No | No |
| UK tax | Yes | Yes | No | No |
| NZ tax | Yes | Yes | No | No |
| Franking credits | Yes | Yes | Yes | No |
| Tax loss harvesting | Yes | No | Yes (unrealised CGT) | No |
| FIFO cost basis | Yes (automatic) | Yes | Yes | No |
| Wash sale warnings | Yes | No | No | No |
| Currency conversion | Yes (USD, AUD, EUR, GBP) | Yes | Yes (AUD) | No |
The takeaway: TrackMyShares and Sharesight both offer multi-jurisdiction tax reporting. TrackMyShares includes a tax loss harvesting tool with wash sale warnings at the PRO tier ($4.99/mo), while Sharesight requires the Standard plan ($18/mo) for advanced reporting. Navexa has strong Australian tax support but doesn't cover US, UK, Canadian, or NZ taxes. Stock Events doesn't offer tax reporting.
Portfolio features
| TrackMyShares | Sharesight | Navexa | Stock Events | |
|---|---|---|---|---|
| Transaction tracking | Yes (PRO) | Yes | Yes | Yes |
| Dividend tracking | Yes | Yes | Yes | Yes |
| Dividend calendar | Yes (PRO) | No | Yes (Premium) | Yes |
| Historical performance | Yes | Yes | Yes | Yes |
| Benchmark comparison | S&P 500, ASX 200 | Custom benchmarks | Custom benchmarks | No |
| Sector breakdown | Yes | Yes (paid) | Yes | No |
| Consolidated portfolios | Yes (PRO) | Yes (Standard+) | Yes (groups) | No |
| Portfolio rebalancing | Yes (PRO) | No | No | No |
| Watchlist | Yes | No | No | Yes |
| Broker auto-sync | Email forwarding (PRO) | Yes (100+ brokers) | Yes | No |
| CSV/Excel import | Yes | Yes | Yes | No |
| Xero integration | No | Yes (Standard+) | No | No |
| Push notifications | Yes (daily summary) | Email alerts | No | Yes (price alerts) |
| Email notifications | Yes (daily/weekly/monthly) | No | No | No |
The takeaway: Sharesight's biggest advantage is automated broker syncing — your trades import automatically from over 100 brokers. TrackMyShares offers email transaction forwarding as an alternative — forward broker confirmation emails and transactions are parsed automatically. If you use Xero for accounting, Sharesight is the only option with direct integration. TrackMyShares is the only one offering both push notifications and scheduled email summaries (daily, weekly, or monthly). It's also the only tracker with a built-in portfolio rebalancing tool that calculates trade recommendations based on your target allocations.
Mobile experience
| TrackMyShares | Sharesight | Navexa | Stock Events | |
|---|---|---|---|---|
| Native mobile app | No (PWA) | No (web-based) | Yes (iOS + Android) | Yes (iOS + Android) |
| Installable on phone | Yes (PWA) | No | Yes (app store) | Yes (app store) |
| Offline access | Yes (view only) | No | Limited | Limited |
| Home screen widgets | No | No | No | Yes |
The takeaway: Stock Events offers the best native mobile experience with home screen widgets. Navexa has native apps on both platforms. TrackMyShares works as a PWA — you can install it on your phone and it works offline, but it's not a native app. Sharesight is web-only with no installable option.
Where each tool shines
Choose TrackMyShares if you...
- Invest in US stocks, ASX shares, and crypto
- Want a generous free tier (20 holdings)
- Need multi-jurisdiction tax reporting at an affordable price
- Want tax loss harvesting with wash sale detection
- Want portfolio rebalancing with target allocations and trade recommendations
- Want to forward broker emails to automatically record transactions
- Want scheduled portfolio summaries via email (daily, weekly, or monthly)
- Prefer a simple, focused tool without information overload
- Want push notifications with daily portfolio summaries
Choose Sharesight if you...
- Invest across many global markets (Europe, Asia, UK)
- Want automated broker syncing
- Need Xero accounting integration
- Manage multiple portfolios with custom grouping
- Track unlisted investments or mutual funds
- Don't mind paying more for a mature, feature-rich platform
Choose Navexa if you...
- Primarily invest on the ASX and want deep Australian tax support
- Want a native mobile app
- Need CAGR and Modified Dietz return calculations
- Manage an SMSF, trust, or multiple entities
- Want broker auto-sync for Australian brokers
Choose Stock Events if you...
- Want the best mobile experience with widgets
- Track stocks across many global markets
- Care about earnings calendars and IPO tracking
- Want social features (follow friends' portfolios)
- Don't need tax reporting
What we're working on
We're transparent about where TrackMyShares has gaps compared to established competitors. Here's what's on our roadmap:
- Additional market support — European, UK, and Asian exchanges
- Risk and performance analytics — annualised returns, Sharpe ratio, and volatility metrics
- Broker integrations — direct automated trade syncing (email forwarding is available now)
- Advanced alerts — price-based notifications for portfolio holdings
Try TrackMyShares for free
The best way to decide is to try it yourself. TrackMyShares is free to use with up to 20 holdings — no credit card required.
Import your portfolio, explore the analytics, and see if it fits your workflow.
Have questions about how TrackMyShares compares to your current tool? Visit our support page to get in touch.