Upgrading to PRO

TrackMyShares PRO unlocks advanced features for serious investors. This guide explains what you get and how to upgrade.

PRO benefits

Unlimited holdings

Track as many stocks and crypto as you want:

• Free: 10 holdings
• PRO: Unlimited

No more choosing which investments to track.

Multiple portfolios

Organise investments into separate portfolios:

• Free: 1 portfolio
• PRO: Unlimited portfolios

Keep brokerage, super, and crypto separate.

Transaction-based portfolios

Full transaction tracking with:

• Complete buy/sell history
• Automatic cost basis (FIFO)
• Accurate capital gains calculation

Essential for active traders and tax time.

Tax reports

Generate capital gains reports:

• Select financial year
• CGT discount calculations
• Export to PDF or CSV

Save time at tax time.

Dividend calendar

Visual dividend tracking:

• Monthly calendar view
• Expected payment projections
• Export and print

Plan your dividend income.

Watchlist

Track stocks you're interested in without owning them:

• Free: No watchlist access
• PRO: Unlimited watchlist items

Research and monitor potential investments.

Pricing

TrackMyShares PRO is available as:

Monthly

• Pay month-to-month
• Cancel anytime
• Full access to all PRO features

Annual (save 20%)

• Pay yearly upfront
• Two months free compared to monthly
• Best value for committed users

Visit our pricing page for current prices.

How to upgrade

1. Click Upgrade in the app (or your profile menu)
2. Select monthly or annual billing
3. Enter payment details
4. Start using PRO features immediately

Payment methods

We accept credit and debit cards (Visa, Mastercard, Amex). Payments are processed securely through Stripe.

After upgrading

PRO features are available immediately:

• Add more holdings beyond the free limit
• Create additional portfolios
• Access tax reports
• Use the dividend calendar

No need to refresh or log out.

Managing your subscription

View subscription

Go to Settings > Subscription to see:

• Current plan
• Renewal date
• Payment method

Update payment method

1. Go to Settings > Subscription
2. Click Manage subscription
3. Update your card or payment method

Cancel subscription

To cancel:

1. Go to Settings > Subscription
2. Click Cancel subscription
3. Confirm cancellation

What happens when you cancel:

• PRO features remain until the end of your billing period
• After that, you'll be moved to the free plan
• Data is kept, but access to some features is limited

After cancellation

If you exceed free limits:

• Extra holdings become read-only
• Extra portfolios become inaccessible
• You can still view but not edit

Upgrade again anytime to restore access.

Refunds

We offer refunds within 7 days of purchase if you're not satisfied. Contact support to request a refund.

After 7 days, you can cancel anytime but won't receive a refund for the remaining period.

PRO for teams (coming soon)

In the future, we plan to offer:

• Team plans for families or investment clubs
• Shared portfolios
• Multi-user access

Stay tuned for updates.

Questions?

Contact our support team:

• Email: support@trackmyshares.com
• Help page: /support

We're happy to help with any questions about PRO.