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.
Cost / License
- Freemium (Subscription)
- Proprietary
Application type
Platforms
- Online
Features
- Portfolio Management
- Tax reporting
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TrackMyShares information
Developed by
TrackMyShares Licensing
Proprietary and Freemium product.Pricing
Subscription that costs up to $6 per month + free version with limited functionality.Alternatives
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Get an embeddable badge for TrackMySharesSupported Languages
- English
AlternativeTo Category
Business & Commerce
What is 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.