Manage your stock portfolio like a professional
Professional portfolio management tools without the complexity. Keep track of every holding, dividend, and capital gain effortlessly.
- Complete portfolio management dashboard
- Automatic price and dividend updates
- Capital gains tracking with tax reports
- Multi-broker and multi-market support
- Portfolio rebalancing with trade recommendations (Pro)
Everything you need
Professional tools
Portfolio management features used by professionals — made accessible for everyday investors.
Automatic updates
Prices, dividends, and corporate actions update automatically. No manual data entry.
Portfolio insights
Understand your portfolio composition with allocation charts by asset type, market, and sector.
Tax management
Track cost bases, calculate capital gains, and generate reports for tax time.
How it works
Set up your portfolio
Import transactions from your broker or add holdings manually. It only takes a few minutes.
Manage with confidence
Monitor your portfolio with automatic updates and clear performance metrics.
Stay tax-ready
Capital gains are calculated as you go, so you are always ready when tax time arrives.
Why manage your portfolio with TrackMyShares?
- Professional features without the learning curve
- Set it up once, track automatically going forward
- Australian tax compliance built in
- Works with all major brokers
- Free plan with no time limits or hidden fees
Frequently asked questions
- How long does it take to set up?
- Most users are up and running in under 5 minutes. Import your broker CSV and your portfolio is ready to view immediately.
- Do I need financial knowledge to use it?
- No. TrackMyShares is designed to be intuitive for all investors, from beginners to experienced traders.
- Can I manage multiple portfolios?
- You can import from multiple brokers and see all holdings consolidated in one portfolio, or view them separately by account.
- Is the website secure?
- Yes. We use industry-standard encryption and security practices. Your portfolio data is private and never shared.
- What if I change brokers?
- Simply import your new broker's transactions. Your historical data stays intact and the new trades are added to your existing portfolio.
Ready to take control of your portfolio?
Take control of your investments with a portfolio tracker built for Australian investors.