Multi-currency portfolio tracker
Track shares, ETFs, and crypto across multiple currencies with automatic AUD or USD translation. Handle foreign dividends, withholding tax, and AUD gains correctly.
- AUD, USD, EUR, GBP displayed together
- Automatic daily exchange rate translation
- Foreign dividends with withholding tax tracking
- Foreign income tax offset calculation
- Consistent AUD cost base for CGT reporting
Everything you need
All currencies in one view
See your total portfolio value in AUD, USD, EUR, or GBP. Switch currencies and all figures update automatically.
Daily rate conversion
Each transaction uses the daily exchange rate on its date, matching ATO and IRD requirements for accurate tax reporting.
Foreign dividends
Gross dividend, withholding tax, and AUD/USD conversion recorded per payment for the foreign income tax offset.
AUD cost base for CGT
Your US share gain is calculated in AUD including the FX movement, matching the ATO's required treatment for Australian residents.
How it works
Set your base currency
Choose AUD or USD as your display currency. All totals translate automatically; transaction history preserves original currency.
Import foreign transactions
Import from Stake, Interactive Brokers, CMC, or other brokers. Each foreign transaction is translated at the day's rate.
Generate tax reports
Tax reports present capital gains in your base currency, with foreign dividends and withholding shown for the foreign income tax offset.
Why track multi-currency with TrackMyShares?
- Daily rate translation, not end-of-year averages
- Foreign dividends and withholding tracked per payment
- AUD-gain CGT including FX movement
- Switch display currencies without losing history
- Works for US, AU, NZ, UK, and Canadian tax residents
Frequently asked questions
- How are foreign currency transactions translated?
- Each transaction uses the daily RBA (for AUD) or equivalent official rate on the transaction date. This matches ATO and IRD requirements.
- Does it handle the Division 775 forex rules?
- For capital gains on shares, TrackMyShares applies AUD translation at transaction date, which captures the FX component. Material foreign currency cash balance forex events may require specific tax advice.
- What about my W-8BEN for US dividends?
- TrackMyShares records the gross dividend and the withholding tax separately, which is what you need for the foreign income tax offset. The W-8BEN is filed with your broker.
- Can I see my portfolio in USD as an Australian?
- Yes. Switch display currency any time. Tax reports can be generated in AUD for Australian lodgement or USD for US lodgement.
- What rates are used for crypto?
- Crypto is valued in your base currency (AUD or USD) using the crypto price at transaction time. Subsequent FX movements on the cash side don't affect the crypto CGT calculation.
Ready to take control of your portfolio?
Take control of your investments with a portfolio tracker built for investors across US and Australian markets.