TrackMyShares

TrackMyShares is a portfolio tracker built for self-directed investors in the US and Australia who want serious tax reporting without paying Sharesight prices.

Track unlimited holdings across stocks, ETFs, crypto, precious metals, and manual assets. Multiple portfolios, multi-currency, consolidated views, and full transaction-level cost basis.

Tax reporting is the core focus. Generate ATO-ready CGT reports with the 50% long-term discount automatically applied (new CGT rules coming in 2027). Get dividend income statements with franking credits, AMIT/AMMA cost-base adjustments, and tax-loss harvesting reports with wash-sale warnings.

Import trade history from CommSec, Stake, SelfWealth, Superhero, CMC, Webull, Robinhood, Interactive Brokers, or eToro via CSV. Or forward your broker confirmation emails and trades are logged automatically, no broker password ever shared.

Includes a dividend calendar, portfolio rebalancing calculator, ETF holding overlap detection, watchlist with price alerts, and an MCP integration so AI assistants can query your portfolio.

Pricing is flat: $5.99/month or $49.99/year. A 7-day free trial is available.