Stop digging through broker statements. TrackMyShares automatically calculates your capital gains, dividend income and franking credits all year, so tax time takes minutes — not days.
| Symbol | CGT short | CGT long |
|---|---|---|
AAPL | - | $3,240 |
VTI | - | $3,230 |
CBA | - | $4,820 |
BHP | - | $2,650 |
MSFT | $670 | - |
TSLA | -$1,310 | - |
VAS | - | $2,460 |
NVDA | - | - |
| Total | -$640 | $16,400 |
We apply the ATO's discount method and track each parcel correctly, so you never manually calculate capital gains again.
Track every dividend, DRP and franking credit across all your holdings. Enter your AMMA statement values for ETFs to get component-level tax breakdowns.
Download your full tax summary and hand it straight to your accountant. No more digging through broker statements at EOFY.
Enter your buy and sell history. Takes about 5 minutes for most portfolios. You can also forward broker emails to auto-log trades.
Dividends, DRPs, franking credits and price updates are tracked continuously. Enter your AMMA statements for ETFs and we handle cost base adjustments automatically.
At EOFY, download your complete tax report. Capital gains, dividend income, franking credits — everything your accountant needs.
Your complete tax picture, at a glance
Short and long-term gains calculated per parcel with CGT discount applied automatically.
Every cash dividend and DRP tracked, with franking credits grossed up for your tax return.
Enter your ETF AMMA statement values and we break down each tax component for you.
Each line shows the relevant ATO, IRS, or HMRC label so you know exactly where values go on your return.
| Spreadsheet | Sharesight | TrackMyShares | |
|---|---|---|---|
| CGT reporting | Manual | ||
| Dividend tracking | Manual | ||
| Franking credits | Manual | ||
| AMMA statements (ETFs) | |||
| Auto price updates | |||
| Holdings limit | Unlimited | 30 max | Unlimited |
| Price per year | Free | $200+/yr | $49.99/yr |
Less than a coffee per month to stay on top of your tax all year