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

1

Set up your portfolio

Import transactions from your broker or add holdings manually. It only takes a few minutes.

2

Manage with confidence

Monitor your portfolio with automatic updates and clear performance metrics.

3

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
  • US and Australian tax compliance built in
  • Works with all major brokers
  • 7-day free trial, cancel anytime, no 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 investors across US and Australian markets.