Simply Wall St is great for stock analysis and valuation. But for tracking your actual portfolio with tax reports, transaction history, and dividend income, TrackMyShares is purpose-built.
Total value
$127,432
Total gain
+$18,234
Today
+$892
Dividends
$3,842/yr
Simply Wall St tracks holdings by position. TrackMyShares records every buy, sell, and dividend with full cost basis tracking at the lot level.
Generate capital gains reports with short-term and long-term classification, wash sale detection, and data for Form 8949 and Schedule D.
Automatic 61-day window scanning across your entire portfolio. Simply Wall St does not offer tax compliance features.
Import your complete trading history from Webull, Robinhood, Fidelity, Schwab, Interactive Brokers, and more.
Track dividend payments with projected annual income and a dividend calendar showing upcoming payment dates.
Identify unrealized losses in your portfolio, estimate tax savings, and harvest losses while avoiding wash sale violations.
Enter your shares and purchase details. Takes about 5 minutes for most portfolios.
Prices updated throughout the day. See your portfolio value, daily changes and performance over time.
Dividends, capital gains, portfolio allocation. Everything you need to make better decisions.
Great analysis deserves great portfolio tracking to go with it.
| Feature | Simply Wall St | TrackMyShares |
|---|---|---|
| Stock analysis / valuation | ||
| Tax reports | ||
| Wash sale detection | ||
| Transaction-level tracking | ||
| CSV broker import | Limited | |
| Dividend calendar | ||
| Tax-loss harvesting | ||
| Portfolio rebalancing | ||
| Price | $120+/yr | $49.99/year |
Analysis and tracking are different jobs. Use the right tool for each.
Everything you need to track your US stock portfolio
Cancel anytime. No lock-in contracts.
Compare all plans on our pricing page
Cancel anytime. No lock-in contracts.