TrackMyShares

Product introduction

1. Overview: TrackMyShares is a portfolio tracking platform for investors who hold stocks across US and Australian markets, cryptocurrencies, precious metals, and manual assets like property or collectibles.
2. Value: Replaces spreadsheets and expensive portfolio trackers with a clean, modern dashboard that handles portfolio monitoring, dividend tracking, capital gains tax reports, and portfolio analytics, all in one place.

Main features

1. Cross-market tracking: Covers US stocks (NYSE, NASDAQ), Australian shares (ASX), cryptocurrencies, precious metals (gold, silver, platinum, palladium), and manual assets (property, cash, collectibles). Prices are updated throughout the day with multi-currency support (USD, AUD, EUR, GBP).
2. Automated tax reporting: Generates capital gains tax reports with short-term and long-term gain classification, CGT discount handling for Australian investors, and regional tax reports for both Australia (July-June financial year) and the US (calendar year). Includes wash sale warnings for US investors and franking credits for Australian investors.
3. Portfolio analytics engine: Time-weighted return (TWR) charts with benchmark comparison against S&P 500, ASX 200, Nasdaq 100, and Bitcoin. Allocation breakdowns by asset and market, historical performance charts, and three chart modes: return (TWR), total value, and current holdings.

Problems solved

1. Challenge: Fragmented investment tracking across multiple markets, asset types, and brokerages, with no single tool covering stocks, crypto, metals, and non-market assets like property.
2. Audience: Australian retail investors looking for an affordable alternative to Sharesight, and global investors with diverse asset types who want a simple, no-clutter portfolio tracker.
3. Scenario: An Australian investor holding Tesla stock (US), BHP shares (ASX), Bitcoin, a gold position, and an investment property needs consolidated performance data and end-of-financial-year tax documents, all from one dashboard.

Unique advantages

1. Vs competitors: Offers comparable features to Sharesight's paid plans at a fraction of the price ($49.99/year vs $348+/year). Uniquely combines traditional securities, crypto, precious metals, and manual asset tracking with jurisdiction-specific tax logic.
2. Innovation: Free ETF comparison tool with holdings overlap analysis and fee comparison. MCP protocol integration lets investors manage portfolios, transactions, and reports directly from AI assistants like Claude Code.

Frequently asked questions (FAQ)

1. How often are stock prices updated? Prices are updated throughout the day for US stocks, Australian shares, cryptocurrencies, and precious metals.
2. Can it handle Australian and US tax reporting? Yes. The platform generates capital gains reports with CGT discount handling and franking credits for Australian investors, and short-term/long-term gain classification with wash sale warnings for US investors. Regional tax reports support both Australia's July-June and the US calendar year formats.
3. How secure is my financial data? All data is encrypted and never shared. TrackMyShares does not connect to brokerage accounts. You add holdings manually, import from CSV/Excel, or forward broker confirmation emails to automatically log trades.