Import from any broker
TrackMyShares works with every major Australian and international broker. Import your transactions via CSV or set up automatic transaction import by forwarding your broker's confirmation emails.
CSV and Excel import
Export your transaction history from your broker and upload the CSV or Excel file. TrackMyShares auto-detects common column names and lets you map any custom columns manually.
- Available on all plans
- Auto-detects columns from most brokers
- Supports buys, sells, and dividends
Automatic transaction importPRO
Forward your broker's trade confirmation emails and TrackMyShares parses them automatically. Set up an email auto-forward rule and never enter a transaction manually again.
- Works with any broker's confirmation emails
- AI-powered parsing with confidence scores
- Review and confirm before adding
Supported brokers
These are the brokers we've tested and confirmed work with TrackMyShares. Any broker that exports CSV or sends trade confirmation emails is supported.
| Broker | CSV / Excel | Automatic transaction importPROEmail importPRO |
|---|---|---|
| CommSecASX | ||
| StakeASX, US | ||
| SelfWealthASX, US | ||
| Interactive BrokersASX, US, global | ||
| CMC MarketsASX, US, global | ||
| SuperheroASX, US | ||
| NAB TradeASX | ||
| ANZ Share InvestingASX | ||
| Westpac Online InvestingASX | ||
| Macquarie Online TradingASX | ||
| Bell DirectASX | ||
| PearlerASX | ||
| Tiger BrokersASX, US, global | ||
| moomooASX, US | ||
| IG MarketsASX, US, global | ||
| eToroUS, global, crypto | ||
| WebullUS |
Don't see your broker? Our CSV importer works with any file that has columns for symbol, quantity, price, and date.
How automatic transaction import worksPRO
Set it up once and your transactions are logged automatically whenever your broker sends a trade confirmation.
Get your forwarding address
Each portfolio has a unique email address. Find it in your portfolio settings under "Email forwarding".
Set up auto-forwarding
Create a filter in your email client to automatically forward your broker's trade confirmation emails.
Review and confirm
Parsed transactions appear as pending. Review the details and confirm to add them to your portfolio.
Frequently asked questions
Ready to import your portfolio?
CSV import is free. Automatic transaction import requires Pro.
Check plans