What is TrackMyShares used for?

TrackMyShares is a portfolio tracker for Australian, US and crypto investors that consolidates holdings, calculates capital gains and franking credits and generates tax reports. It is a good fit for preparing Australian tax returns from trades and spotting overlapping holdings across ETFs.

Is TrackMyShares free?

Yes. TrackMyShares has a free plan, and paid plans start at $12.99 per month.

Is TrackMyShares open source?

No. TrackMyShares is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include Ghostfolio, Rotki and Wealthfolio.

What are some alternatives to TrackMyShares?

TrackMyShares competes with Empower.

TrackMyShares: features, pricing and alternatives

About TrackMyShares

TrackMyShares tracks stocks, precious metals, crypto and dividends across several portfolios, with consolidated views across ASX, US and crypto holdings. It shows total value, holdings, allocation and performance, and trades can be imported from broker CSV files, where you map the columns once and reuse the layout for later imports, or forwarded by email.

Tax is a focus. Reports calculate capital gains with the 50 percent CGT discount applied automatically, plus dividend income including franked dividends and franking credits, and a tax-loss harvesting view lists unrealized losses and flags wash-sale risks. Other tools include ETF overlap detection for hidden concentration, and portfolio insights with a risk score, sector breakdown and concentration alerts.

The site says it is built for Australian investors who file a return and compares itself with a competitor on holdings, portfolios and auto price updates. It is a hosted service, free for one portfolio, with a Pro plan that makes holdings and portfolios unlimited and includes full CGT reporting.

Key features

Multi-portfolio tracking for ASX, US, crypto and metals
Capital gains with automatic CGT discount
Franked dividend and franking credit reports
Broker CSV import with reusable mapping
ETF overlap detection
Tax-loss harvesting with wash-sale flags
Risk score and sector breakdown

Good fit for

Preparing Australian tax returns from trades
Spotting overlapping holdings across ETFs

Tags: portfolio-tracker; investing; tax-reports; capital-gains; crypto; australia; csv-import

TrackMyShares: questions and answers

What is TrackMyShares used for?: TrackMyShares is a portfolio tracker for Australian, US and crypto investors that consolidates holdings, calculates capital gains and franking credits and generates tax reports. It is a good fit for preparing Australian tax returns from trades and spotting overlapping holdings across ETFs.
Is TrackMyShares free?: Yes. TrackMyShares has a free plan, and paid plans start at $12.99 per month.
Is TrackMyShares open source?: No. TrackMyShares is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include Ghostfolio, Rotki and Wealthfolio.
What are some alternatives to TrackMyShares?: TrackMyShares competes with Empower.