Adding your first holdings

Once you have a portfolio, it's time to add your investments. TrackMyShares supports multiple ways to add holdings to your portfolio.

Adding holdings manually

The quickest way to add a single holding:

1. Click the Add holding button on your dashboard
2. Search for a stock, ETF, or crypto by name or symbol
3. Enter the number of shares/units you own
4. Enter your average cost per share (optional but recommended)
5. Click Add

Supported markets

TrackMyShares supports thousands of securities across:

• US markets — NYSE, NASDAQ stocks and ETFs (e.g., AAPL, MSFT, VOO)
• Australian market — ASX stocks and ETFs (e.g., BHP.AX, CBA.AX, VAS.AX)
• Crypto — Major cryptocurrencies (e.g., BTC, ETH, SOL)

Tip: For Australian stocks, you can search with or without the ".AX" suffix. Searching "BHP" or "BHP.AX" will both find BHP Group.

Cost basis

Entering your cost basis (what you paid for your shares) enables TrackMyShares to calculate:

• Your gain or loss on each holding
• Your total portfolio performance
• Accurate tax calculations

If you don't know your exact cost basis, you can leave it blank and add it later.

Importing from CSV

If you have many holdings to add, CSV import is much faster:

1. Click the Import button on your dashboard
2. Select Import holdings from CSV
3. Upload your CSV file
4. Review the imported data
5. Click Import

CSV format

Your CSV file should include these columns:

Column	Required	Description
symbol	Yes	Stock/crypto symbol (e.g., AAPL, BTC)
quantity	Yes	Number of shares/units
cost	No	Average cost per share

Example CSV:

symbol,quantity,cost
AAPL,50,145.00
MSFT,25,280.50
BTC,0.5,42000.00

Broker exports

Many brokers let you export your holdings as CSV. Common sources include:

• CommSec (Australia)
• Stake
• Interactive Brokers
• And many more

Check your broker's website for export options. You may need to adjust column names to match our format.

Editing holdings

After adding holdings, you can always make changes:

• Update quantity — If you buy or sell more shares
• Update cost — If you need to correct your cost basis
• Delete — Remove a holding entirely

Click on any holding in your portfolio to view and edit its details.

Adding transactions directly (PRO)

If you have a transaction-based portfolio, you can also add individual transactions directly from the portfolio page:

1. Click Actions → Add transaction
2. Choose the transaction type (buy, sell, dividend, etc.)
3. Enter the symbol, quantity, price, and date
4. Click Add transaction

New holdings are created automatically when you record a buy for a symbol not yet in your portfolio. See Recording transactions for more detail.

What's next?

Now that you have holdings in your portfolio, explore your dashboard to see your portfolio value, performance, and allocation.