Yahoo Finance is great for quotes. But for serious portfolio tracking with tax reports, dividend income projections, and cost basis tracking, you need something purpose-built.
Total value
$127,432
Total gain
+$18,234
Today
+$892
Dividends
$3,842/yr
Yahoo Finance tracks holdings, not transactions. TrackMyShares records every buy, sell, and dividend so your cost basis is always accurate.
Generate capital gains reports with short-term vs long-term classification, wash sale detection, and data ready for Form 8949.
See your total dividend income, projected annual dividends, and a dividend calendar with upcoming payment dates.
Import your complete trading history from Webull, Robinhood, Fidelity, Schwab, Interactive Brokers, and more.
Set target allocations and see exactly which trades to make to bring your portfolio back into balance.
Separate your brokerage accounts, retirement accounts, and trading strategies into distinct portfolios with consolidated views.
Upload a CSV from your broker or enter transactions manually. Most imports take less than 5 minutes.
Prices updated throughout the day. See your portfolio value, daily changes, and performance over time.
Tax reports, dividend income, portfolio allocation. Everything you need to make better decisions.
Yahoo Finance covers quotes. TrackMyShares covers everything else.
| Feature | Yahoo Finance | TrackMyShares |
|---|---|---|
| Transaction tracking | ||
| Tax reports | ||
| Wash sale detection | ||
| Dividend calendar | ||
| Portfolio rebalancing | ||
| CSV import | ||
| Multiple portfolios | ||
| Performance benchmarks | ||
| Price | Free (limited) | $4.17/mo |
Free quotes are great. Purpose-built portfolio tracking is better.
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.