Investment portfolio tracker with tax reporting
Track your portfolio performance and generate CGT reports at tax time. Built for Australian investors who want clarity on their investments.
- Portfolio performance tracking over any period
- Automated CGT reports for Australian tax
- Dividend income and franking credit tracking
- Support for ASX, US, and crypto markets
Everything you need
Performance analytics
See your total return, unrealised gains, and income over any time period with clear charts.
Tax reporting
Generate capital gains reports using ATO-compliant methods. Handles the 50% CGT discount automatically.
Dividend tracking
Monitor dividend payments with full franking credit details for your ASX holdings.
Multi-market support
Track Australian, US, and crypto assets in one portfolio with automatic currency conversion.
How it works
Import your portfolio
Upload broker CSVs or enter transactions manually. We handle the cost base calculations.
Track performance
Monitor returns, dividends, and portfolio allocation with automatic price updates.
Generate reports
Create CGT and performance reports when you need them — especially useful at tax time.
Why choose TrackMyShares for portfolio tracking?
- Tax reporting built in — not an afterthought
- ATO-compliant CGT calculations with franking credits
- Clean performance analytics without unnecessary complexity
- Supports multiple asset types and brokers
- Free to get started
Frequently asked questions
- How does the tax reporting work?
- TrackMyShares calculates capital gains and losses using ATO-approved methods. It applies the 50% CGT discount for assets held over 12 months and tracks franking credits on dividends.
- Can I use this for my accountant?
- Yes. You can export your capital gains report and dividend summary to share with your accountant at tax time.
- Does it track unrealised gains?
- Yes. Your dashboard shows both realised and unrealised gains so you can see your current position before selling.
- What time period can I view performance for?
- You can view portfolio performance over any custom date range, or use preset periods like 1 month, 3 months, 1 year, or since inception.
Ready to take control of your portfolio?
Take control of your investments with a portfolio tracker built for Australian investors.