Help

Get started with TrackMyShares and learn what you can do with your portfolio tracker.

Learn how to create a portfolio and choose the right type for your needs.

Learn how to add stocks, crypto, and precious metals to your portfolio using manual entry or CSV import.

A quick-start guide for US investors to set up portfolios, add NYSE and NASDAQ stocks, and track performance in USD.

Learn how to read and navigate your portfolio dashboard, including summary cards, charts, and the holdings table.

Understand the difference between cost basis and transaction-based portfolios, and when to use each.

Learn how to import your portfolio from a CSV file, including format requirements and troubleshooting tips.

Learn how to create, switch between, and organise multiple portfolios for different investment strategies.

Learn how to update quantities, costs, and remove holdings from your portfolio.

Learn how to set a default portfolio so it loads automatically when you sign in.

Learn how to switch currencies and customize how your portfolio data is displayed.

Receive daily portfolio value updates on your phone or desktop with push notifications.

Receive scheduled portfolio valuation emails with your holdings summary and daily performance.

A guide for SMSF trustees to track ASX and US share holdings, capital gains with the 33.33% super fund CGT discount, franking credits, and annual tax reports.

Learn how to add gold, silver, platinum, and palladium holdings to your portfolio and track their value.

Learn how to track property, collectibles, cash, and other non-market assets in your portfolio.

Learn how to record buy, sell, dividend, split, and corporate action transactions in your portfolio.

Learn how to bulk import transactions from a CSV file into your transaction-based portfolio.

Learn how cost basis works, including FIFO calculations, realized vs unrealized gains, and tax implications.

How to handle mergers, spinoffs, symbol changes, bonus issues, and delistings in your portfolio.

Step-by-step guide to downloading your transaction history from Stake and importing it into TrackMyShares for tax reports.

Step-by-step guide to downloading your transaction history from CommSec and importing it into TrackMyShares for tax reports.

Step-by-step guide to downloading your transaction history from Interactive Brokers and importing it into TrackMyShares for tax reports.

Step-by-step guide to downloading your transaction history from SelfWealth and importing it into TrackMyShares for tax reports.

Step-by-step guide to downloading your transaction history from CMC Markets and importing it into TrackMyShares for tax reports.

Step-by-step guide to downloading your transaction history from Superhero and importing it into TrackMyShares for tax reports.

How to organise and import transactions from multiple brokers into TrackMyShares, with tips for keeping portfolios clean and generating consolidated views.

Use the free CSV merge tool to combine multiple broker export files into a single CSV ready for import into TrackMyShares.

Step-by-step guide to exporting your transaction history from Sharesight and importing it into TrackMyShares.

Forward broker confirmation emails to automatically parse and add transactions to your portfolio.

Step-by-step guide to exporting your portfolio from Navexa and importing it into TrackMyShares.

How to track restricted stock units (RSUs) in TrackMyShares by creating separate portfolios for vested and unvested shares, with correct cost basis and tax reporting.

Step-by-step guide to exporting your portfolio from Stock Events and importing it into TrackMyShares.

Learn how to view dividend information, yields, and payment history for your holdings.

Understand how Australian franking credits (imputation credits) work, how to record them, and how they appear in your tax report.

View expected dividend payouts month by month with the dividend calendar feature.

Learn how to interpret the allocation pie chart, performance graph, and select time ranges.

Learn how to generate capital gains tax reports, select financial years, and understand CGT discounts.

Learn how to use the portfolio rebalancing tool to maintain your target allocations and get trade recommendations.

Learn how to enter AMMA statement data for Australian ETFs to generate accurate tax reports with component-level income breakdown.

Identify opportunities to offset capital gains by selling holdings at a loss, and understand wash sale rules.

Use the time travel feature to see your portfolio as it was on any past date.

Track your cash flow and review all portfolio transactions with monthly navigation, custom date ranges, and transaction type filters.

Learn how to generate tax reports for US investors, including capital gains, wash sale detection, and tax-loss harvesting.

Understand your portfolio's diversification, sector exposure, and asset class breakdown with automated scoring and visual charts.

Find out which holdings your ETFs share and how much they overlap, with interactive Sankey diagrams and detailed breakdowns.

Learn how to add stocks to your watchlist and monitor them without owning them.

Learn how to browse market indices, search for stocks, and check market hours.

Learn how to view your profile, manage email preferences, control analytics, and handle your data.

Learn about PRO benefits, pricing, and how to upgrade or cancel your subscription.

Connect AI assistants like Claude and Cursor to your TrackMyShares portfolio using the Model Context Protocol (MCP).