Stock performance tracker with historical analytics
Go beyond price watching. Understand how your investments have performed with detailed historical analytics and return calculations.
- Historical portfolio value charts
- Return calculations over any period
- Dividend yield and income analysis
- Capital gains breakdown by holding
Everything you need
Historical charts
View your portfolio value over any time period with interactive charts showing gains and milestones.
Return tracking
See your total return including price appreciation, dividends, and currency effects.
Income analysis
Track dividend income over time with yield calculations and franking credit summaries.
Detailed reports
Generate per-holding performance reports showing cost base, current value, and returns.
How it works
Import your history
Upload your full transaction history from your broker. The more data, the better the analytics.
Review performance
Explore charts showing portfolio value, returns, and income over any time period.
Make informed decisions
Use performance data to understand what is working and where to adjust your strategy.
Why use TrackMyShares for performance tracking?
- Historical analytics built from your actual transactions
- True return calculations including dividends and corporate actions
- Per-holding and portfolio-level performance views
- Australian tax context — see after-tax returns
- No manual calculations required
Frequently asked questions
- How far back can I see performance data?
- As far back as your transaction history goes. Import your full history and TrackMyShares will calculate performance from your first trade.
- Does it include dividends in return calculations?
- Yes. Total return calculations include price appreciation and all dividend income, giving you an accurate picture of your investment performance.
- Can I see performance per individual stock?
- Yes. You can view performance at the portfolio level or drill down to individual holdings to see returns, cost base, and gains.
- Does it track ETFs and managed funds?
- Yes. ETFs listed on ASX or US exchanges are fully supported with the same performance tracking and analytics as individual stocks.
Ready to take control of your portfolio?
Take control of your investments with a portfolio tracker built for Australian investors.