TrackMyShares
Portfolio tracker with Australian and US tax reports
About TrackMyShares
TrackMyShares is a portfolio tracker built for Australian, US and crypto investors who want their holdings and tax paperwork in one place. It tracks shares, ETFs, precious metals, cryptocurrency, dividends and unlisted assets such as cash or property across multiple portfolios, with a consolidated view when you want the whole picture.
The tool generates EOFY capital gains and dividend income reports, applies the 50% CGT discount automatically, and handles franking credits and AMMA statements. Trades can be forwarded by email from your broker confirmations, imported from a CSV file, or entered by hand, and the site says it never asks for broker credentials.
It also includes ETF overlap analysis, portfolio risk insights, tax-loss harvesting prompts and a set of free calculators for self-directed investors. Reports can be exported to PDF or Excel for an accountant.
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