Creating your first portfolio

A portfolio in TrackMyShares is where you organise and track your investments. This guide walks you through creating your first portfolio.

Creating a portfolio

When you sign up for TrackMyShares, you'll be prompted to create your first portfolio. You can also create additional portfolios at any time.

To create a new portfolio:

1. Click the portfolio dropdown in the dashboard header
2. Select Create new portfolio
3. Enter a name for your portfolio (e.g., "My investments", "Retirement fund", "Trading account")
4. Choose a portfolio type
5. Click Create

Portfolio types

TrackMyShares offers two types of portfolios to suit different tracking needs:

Cost basis portfolio (recommended for beginners)

A cost basis portfolio is the simplest way to track your investments. You enter:

• The stock or crypto symbol
• The number of shares/units you own
• Your average cost per share

This type is perfect if you:

• Want a quick overview of your holdings
• Don't need detailed transaction history
• Are importing a summary from your broker

Transaction-based portfolio (PRO)

A transaction-based portfolio tracks every buy and sell transaction individually. This gives you:

• Complete transaction history
• Automatic cost basis calculation using FIFO
• Accurate capital gains tracking
• Tax report generation

This type is ideal if you:

• Trade frequently
• Need accurate tax reporting
• Want to track your investment journey over time

Tip: You can start with a cost basis portfolio and upgrade to transaction-based later when you need more detail.

Portfolio settings

After creating your portfolio, you can customise several settings:

Display currency

Choose which currency to display your portfolio values in. TrackMyShares supports:

• USD (US Dollars)
• AUD (Australian Dollars)

Your holdings will be converted to your chosen display currency using current exchange rates.

Default view

Set whether to show your portfolio with the summary view or detailed holdings table by default.

What's next?

Now that you have a portfolio, it's time to add some holdings:

• Import from CSV — Quick way to add multiple holdings at once
• Add manually — Add individual stocks one at a time