Looking for an Empower alternative?

Portfolio tracking without account linking

Empower (formerly Personal Capital) aggregates your accounts automatically. TrackMyShares gives you detailed tax reports, transaction-level tracking, and complete privacy, with no bank connections required.

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Total value

$127,432

Total gain

+$18,234

Today

+$892

Dividends

$3,842/yr

No account linking required

TrackMyShares uses CSV imports instead of connecting to your bank or brokerage. Your credentials stay private and you control what data is shared.

US tax reports

Generate capital gains reports with short-term vs long-term classification, wash sale detection, and data ready for Form 8949 and Schedule D.

Transaction-level tracking

Record every buy, sell, and dividend with lot-level cost basis tracking. Empower shows aggregated positions, not individual transactions.

No wealth management upselling

TrackMyShares is a portfolio tracker, not a gateway to financial advisory services. You get tools, not sales pitches.

Dividend calendar and projections

Track dividend income with a calendar showing upcoming payments and projected annual income based on your current holdings.

Portfolio rebalancing

Set target allocations and get specific trade recommendations to bring your portfolio back into balance.

How it works

Add your holdings

Enter your shares and purchase details. Takes about 5 minutes for most portfolios.

Watch it update

Prices updated throughout the day. See your portfolio value, daily changes and performance over time.

Track what matters

Dividends, capital gains, portfolio allocation. Everything you need to make better decisions.

TrackMyShares vs Empower

Portfolio tracking focused on what investors actually need.

FeatureEmpowerTrackMyShares
Automatic account linking
Tax reports
Wash sale detection
Transaction-level tracking
CSV broker import
No wealth management upselling
Portfolio rebalancing
Dividend calendar
PriceFree (advisory upsell)$4.17/mo

Purpose-built portfolio tracking, not a gateway to advisory fees.

Simple pricing

Everything you need to track your US stock portfolio

Pro plan
$4.17/month
$49.99 billed yearlySave 30%
or $5.99/month
  • Unlimited holdings and portfolios
  • US capital gains tax reports (short/long-term)
  • Wash sale detection
  • Dividend calendar and income tracking
  • CSV import from any US broker
  • Portfolio rebalancing calculator
  • Watchlist with price alerts
  • Daily/weekly/monthly email summaries

Cancel anytime. No lock-in contracts.

Compare all plans on our pricing page

Frequently asked questions

Your portfolio isn't going to track itself

Cancel anytime. No lock-in contracts.