Trackmyshares
What is Trackmyshares?
Trackmyshares is a comprehensive portfolio tracking[1] tool that allows users to manage their investments across various markets, including US stocks[5], Australian stocks, and cryptocurrencies. With real-time price updates throughout the day, Trackmyshares provides investors with the ability to generate tax reports[3], calculate capital gains[4], and monitor their stock portfolios effectively. The platform also supports tracking precious metals and unlisted assets, making it a versatile solution for serious investors looking to consolidate their financial management in one place.
How to use Trackmyshares?
- Sign up for a free account on the Trackmyshares website.
- Import your existing portfolio using CSV or Excel files, or manually add your holdings.
- Organize your investments into multiple portfolios based on different strategies or accounts.
- Monitor your portfolio performance with real-time updates[2] and access advanced analytics.
- Generate tax reports and track capital gains as needed.
What are the main features of Trackmyshares?
- Real-time tracking of US and Australian stocks, ETFs, and cryptocurrencies.
- Ability to track precious metals like gold and silver.
- Support for manual asset tracking, including property and collectibles.
- Unlimited holdings with no restrictions on the number of stocks or crypto.
- Portfolio analytics with visual charts and performance tracking.
- Dividend tracking and calendar for upcoming payments.
- Consolidated views for combined tax calculations.
- Tax report generation for capital gains and dividend income.
Who is Trackmyshares for?
Trackmyshares is designed for serious investors who want to efficiently manage their stock portfolios across multiple markets. It is ideal for individual investors, financial advisors, and investment professionals who need a robust tool to track diverse asset classes, including stocks, ETFs, cryptocurrencies, and precious metals. The platform is suitable for users looking to consolidate their investment data and generate tax reports, making it a perfect choice for those who prioritize organization and detailed financial insights.
What are the use cases of Trackmyshares?
- Individual investors can track their stock and crypto investments in real-time, helping them make informed decisions.
- Financial advisors can use Trackmyshares to manage client portfolios and generate necessary tax reports efficiently.
- Users can monitor dividend income and set up alerts for upcoming payments to optimize their cash flow.
Trackmyshares Pros and Cons
Pros
- Comprehensive Portfolio Tracking: Track stocks, precious metals, crypto, and dividends across US and Australian markets with real-time price updates.
- Multiple Portfolio Management: Organize investments into separate portfolios for different strategies or accounts, allowing for better management.
- Advanced Tax Reporting: Generate capital gains and dividend income reports easily for tax purposes, simplifying tax time.
Cons
No cons data detected for this tool
Trackmyshares Pricing
Pro (advanced)
Multiple accounts, tax reports, and more. Unlimited advanced (transaction based) portfolios, unlimited holdings, track US, AUS, crypto, and precious metals, consolidated view (combine multiple portfolios in the same view), tax reports (CGT, dividend income), historical performance, and 11 more features.
For the latest pricing, please visit this link: https://trackmyshares.com/pricing
Prices are subject to change. Please visit the official website for the most up-to-date pricing information.
