Track your SelfWealth portfolio
Import your SelfWealth transactions and get a complete view of your investments with price updates, dividend tracking, and tax-ready reports.
- Import directly from SelfWealth CSV exports
- ASX and US prices updated throughout the day
- Automatic dividend and franking credit tracking
- Capital gains reports for tax time
Everything you need
Easy SelfWealth import
Upload your SelfWealth transaction history and see your complete portfolio instantly.
Frequent price updates
See your SelfWealth holdings update throughout the trading day with market prices.
Dividend tracking
Track dividend payments and franking credits across all your SelfWealth holdings automatically.
CGT calculations
Generate capital gains reports with ATO-compliant calculations and the 50% discount.
How it works
Export from SelfWealth
Download your transaction history as a CSV file from your SelfWealth account.
Import to TrackMyShares
Upload your SelfWealth CSV and your portfolio appears instantly with all your trades.
Track and report
Monitor your portfolio value, dividends, and capital gains with automatic updates.
Why track your SelfWealth portfolio with TrackMyShares?
- Direct SelfWealth CSV import — no reformatting needed
- Enhanced portfolio insights beyond SelfWealth's tools
- Automatic franking credit calculations for tax
- Consolidate SelfWealth with your other broker accounts
- Free plan to get started — no credit card required
Frequently asked questions
- How do I export my transactions from SelfWealth?
- Log into your SelfWealth account, navigate to your transaction history, and export as CSV. Upload this file to TrackMyShares to import all your trades.
- Does it track dividends from my SelfWealth shares?
- Yes. Once you import your holdings, TrackMyShares automatically tracks dividend payments and calculates franking credits for all your shares.
- Can I track SelfWealth shares alongside other brokers?
- Yes. TrackMyShares lets you import from multiple brokers including CommSec, Stake, and others, and see everything in one consolidated view.
- Does it calculate capital gains for SelfWealth trades?
- Yes. TrackMyShares calculates capital gains and losses using ATO-compliant methods, including the 50% CGT discount for assets held over 12 months.
- Is the SelfWealth import free?
- Yes. The free plan includes SelfWealth imports and portfolio tracking for up to 20 holdings. Upgrade to Pro for unlimited holdings.
Ready to take control of your portfolio?
Take control of your investments with a portfolio tracker built for Australian investors.