Fractional shares tracker
Track DCA and fractional share positions across Stake, Pearler, Superhero, Robinhood, and more. Full parcel-level cost base, CGT, and tax reporting.
- Fractional quantities to 4 decimal places
- Parcel-level cost base for every DCA buy
- FIFO and specific identification supported
- Correct handling of the 12-month CGT discount per parcel
- AUD conversion for US fractional shares
Everything you need
Decimal-precision quantities
Track 0.0001 share-level quantities accurately. Each DCA buy creates a separate parcel with its own cost base and acquisition date.
Parcel-level CGT
Apply the 50% CGT discount (Australia) or long-term rate (US) only to parcels held the required time.
Multi-broker fractional
Consolidate fractional positions across Stake, Pearler, Superhero, Robinhood, and other fractional-supporting brokers.
DCA-friendly
DCA builds hundreds of tiny parcels over time. TrackMyShares stores them all without performance degradation.
How it works
Import fractional transactions
Upload CSVs from fractional-supporting brokers. Each fractional buy, sell, and DRP is treated as a separate parcel.
Track across parcels
See every parcel, its acquisition date, quantity, and cost base. Corporate actions apply to fractional quantities correctly.
Generate reports
CGT reports aggregate across all fractional parcels with the correct discount or short-term classification applied parcel by parcel.
Why track fractional shares with TrackMyShares?
- Fractional quantities as a first-class feature
- Parcel-level CGT for every DCA buy
- Scales to hundreds of parcels without slowing down
- Consolidates across multiple fractional brokers
- AUD and USD translation per transaction
Frequently asked questions
- Do fractional shares have different tax treatment?
- No. Fractional shares are treated as CGT assets like whole shares. The complexity is in tracking many small parcels accurately.
- Does each DCA buy count as a separate parcel?
- Yes. Every acquisition, fractional or whole, is a separate parcel with its own cost base and acquisition date. This matters for the 12-month discount.
- Can I import from Stake or Pearler?
- Yes. Export transaction history from your broker as CSV and import. Fractional quantities are preserved.
- What about fractional DRPs?
- Each DRP allocation is a new parcel, usually a small fractional amount. TrackMyShares handles this automatically.
- Does this work for US and Australian investors?
- Yes. US investors get short-term vs long-term classification; Australian investors get the 50% CGT discount, both applied per parcel.
Ready to take control of your portfolio?
Take control of your investments with a portfolio tracker built for investors across US and Australian markets.