Getting started for US investors

This guide walks US investors through setting up TrackMyShares, adding your stocks, and getting the most out of the platform.

Creating a USD portfolio

1. Sign up for a free account at trackmyshares.com
2. Click the portfolio dropdown in the dashboard header
3. Select Create new portfolio
4. Enter a name (e.g., "Brokerage account", "IRA", "Trading")
5. Choose your portfolio type:
   • Cost basis — Enter your shares and average cost for a quick overview
   • Transaction-based (PRO) — Record individual buys and sells for full tax reporting
6. Set the display currency to USD
7. Click Create

Tip: If you have multiple accounts (e.g., a brokerage account and an IRA), create separate portfolios for each. You can view them individually or use the consolidated view to see everything together.

Adding US stocks

TrackMyShares supports stocks listed on NYSE and NASDAQ, as well as US-listed ETFs.

Adding holdings manually

1. Open your portfolio
2. Click Add holding
3. Search for the stock by ticker or company name (e.g., "AAPL" or "Apple")
4. Select the correct listing from the search results
5. Enter the number of shares and your average cost (for cost basis portfolios) or add a buy transaction (for transaction-based portfolios)
6. Click Save

Supported US markets

Exchange	Examples
NYSE	JPM, BAC, WMT, DIS
NASDAQ	AAPL, MSFT, GOOGL, AMZN, TSLA
US ETFs	SPY, QQQ, VTI, VOO, SCHD

Price updates

Stock prices in TrackMyShares are updated throughout the day during market hours. After the market closes, prices reflect the closing values. Prices are sourced from reliable market data providers.

• US market hours: 9:30 AM - 4:00 PM Eastern Time
• Price updates: Prices are updated frequently throughout the trading day
• After hours: Closing prices are displayed outside market hours

Importing transaction history from CSV

If you have an existing portfolio with your broker, you can import your transaction history:

1. Export your transaction history from your broker as a CSV file
2. Open your portfolio in TrackMyShares
3. Click the menu (three dots) in the portfolio header
4. Select Import transactions
5. Upload your CSV file
6. Map the columns to match TrackMyShares fields (date, symbol, quantity, price, type)
7. Review the preview and click Import

TrackMyShares supports CSV imports from many US brokers. Check the broker import guides for step-by-step instructions for your specific broker.

Note: Transaction imports require a transaction-based portfolio (PRO plan).

Key features for US investors

Tax reports

Generate capital gains reports for any US tax year. Reports include:

• Short-term and long-term gains and losses
• Individual transaction details for Schedule D and Form 8949
• Wash sale detection and warnings
• Dividend income summary

See the US tax reporting guide for details.

Tax-loss harvesting

Identify holdings with unrealised losses that could offset your capital gains. TrackMyShares analyses your portfolio and recommends which positions to consider selling for tax savings.

See the tax-loss harvesting guide for a full walkthrough.

Dividend tracking

Track dividend income across your portfolio:

• View dividend yields for each holding
• See upcoming expected payment dates
• Project annual dividend income
• Track dividend history over time

Performance tracking

Monitor how your portfolio performs over time:

• View total return including dividends
• Compare against benchmarks like the S&P 500 or Nasdaq 100
• See daily, weekly, monthly, and yearly performance
• Drill into any historical date to see your holdings at that point

Portfolio rebalancing

Set target allocations for your holdings and get recommendations on what to buy or sell to maintain your desired portfolio mix.

Next steps

Now that you're set up:

1. Add your holdings manually or import from CSV
2. Explore the dashboard to see your portfolio analytics
3. Set up notifications to receive portfolio summaries by email
4. Generate a tax report when tax season arrives