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Track My Shares is the portfolio tracker for investors who want the full picture. Track US and Australian shares and ETFs, crypto, precious metals, and unlisted assets like property, all in one place. No broker credentials needed. Import your holdings via CSV, Excel, or manual entry. Forward your broker confirmation emails to automatically log transactions, saving you time on data entry. Your data is never shared with third parties. Manage your investments with powerful tools: unlimited transaction-based portfolios with full buy/sell history and cost basis tracking, consolidated views that combine multiple portfolios into one dashboard, and portfolio analytics with insights, risk scoring, and sector analysis. Stay on top of your income with dividend tracking and a calendar showing upcoming payments across your entire portfolio. Spot redundancies with ETF holding overlap analysis. Set target allocations and get insights for portfolio rebalancing. Track cash flow with monthly views and custom date ranges. When tax time comes, generate capital gains, dividend income, and AMMA statement reports in minutes. Visit trackmyshares.com to get started
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From AMMA statement imports to VIP-level assistance from Leandro, there’s no better tracking platform in the market to stay on top of all your investments. Simple, practical, and well worth it.
I’ve transferred my portfolio over from Sharesight. After some initial teething problems it’s all up and running and perfect. Leandro was fantastic to deal with, fast with his replies and the service was great. Would highly recommend. Looking forward to tax time!
Resposta da TrackMyShares
Thank you, I really appreciate you taking the time to write this. Moving a whole portfolio over from another tool is a big leap of faith, so it means a lot that you stuck with it through the early teething issues to get everything running cleanly. Really glad it's all running perfect now. When tax time comes, if anything looks off or you want a hand with the report, you know where to find me. Thanks again for the recommendation.
I have been extremely impressed with TrackMyShares. I originally started using it to better track my investments across different markets and asset classes held in various different legal entities and it has exceeded my expectations.
I am using it to track US shares, Australian shares, crypto, bond investments, and even a private yield investment using the “Manual Asset” feature. The flexibility is excellent and it allows me to keep everything separate baed on legal entity or at the click of a button one consolidated portfolio, which is exactly what I was looking for.
The platform has the sort of features I would normally expect from much more expensive investment management software. It automatically handles franking credits, manages different currencies, and even tracks the current FX impact on investments. The watchlist feature is also impressive and makes it easy to monitor opportunities before deciding whether to invest.
The consolidated portfolio view is excellent, the interface is easy to use, and the support has been fast, helpful and professional whenever I have had a question.
Honestly, I can’t think of anything else I need in an investment management platform. TrackMyShares offers outstanding value for money and I can’t recommend it highly enough.
Resposta da TrackMyShares
Thank you so much for the kind and detailed review, it genuinely means a lot.
It's wonderful to hear the platform is giving you the flexibility you were after, especially keeping things organised the way that suits you while still getting that single consolidated view when you want it. Knowing it holds up against pricier investment management tools is exactly the bar we're aiming for.
We've put a lot of care into the details, so it's lovely to know they're proving useful day to day. If there's ever anything you need or an idea you'd like to see, please don't hesitate to reach out.
Thanks again for the recommendation, it's truly appreciated.
Cheers,
Leandro
Love it!
The platform is amazing and their service is even more amazing.
It is worth every $$. I have multiple portfolios to track and I am able to track them easily. I love the consolidated portfolio view, portfolio growth chart with benchmarking, ability to calculate rebalancing amount and dividend calender with amount you will receive from each holding based on your units. It also shows fund overlap and diversification of the portfolio.
Initially I had a few issues. I emailed the support and issues got fixed in few minutes. Leandro responds quickly, addresses any issues precisely and also takes feedback seriously.
All these while charging super low fees.
Resposta da TrackMyShares
Thanks so much for the kind words, Amit, this really made my day.
Helping people stay on top of their portfolios (and sorting out any issues fast) is exactly why I built this. Comments like yours make it all worth it.
Thanks for being part of the journey.
Cheers,
Leandro
This product is amazing. It has and will in the future make tracking my Shares and ETF's with multiple brokers so much easier to manage and make decisions about my trades. Tax time will be a breeze compared to the many hours I usually spend updating various spreadsheets. The support from Leandro is nothing short of fabulous. He had taken onboard my many requests for any extra's and now has included in this already great system. It is so easy to access and use. I would highly recommend to anyone who trades even if it is only a few shares, but if you want to track multiple platforms and combine in one place you won't be disappointed.
Resposta da TrackMyShares
Thank you so much, this review genuinely made my day. I'm really glad TrackMyShares has been helpful to you, and the great features you suggested have made the app a little better for everyone. So happy to have you with us.
Leandro
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