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Your 'Go To' for Custom Excel Solutions

Share Trade Tracker

Track Trading Performance in one place !

Share Trade Tracker is a Share Portfolio Tracker with the right mix of trading functions to track trading performance in a user-friendly format and automation that really saves time.

"Take a Peek Inside"

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Record a Buy Trade

To record a buy trade, simply click on the "Buy" button and enter the details. Next click "Add Trade" and the buy is added to the workbook, open positions and dashboard.

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Record a Sell Trade

To record a sold trade, click the 'Sell' button, select the share that's being sold, enter the required details then click 'Add Trade' and the sell is included to the workbook, removed from the open positions and updated to the dashboard.

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FREE Trial

Like what you see? Try it Free for 15 days. No credit card required !

Read what other Share Trade Tracker customers say

 "I think time saving would have to be the number one benefit of using Share Trade Tracker for me, especially using the EOFY reporting functions. I definitely recommend Share Trade Tracker. Its very simple to use and saves a lot of time in comparison to other spreadsheets I've used in the past."

Matt Green

Subscriber

 "Buy it. The ongoing development and support is active and genuine. Share Trade Tracker makes it very easy to maintain accurate and up to date information for multiple portfolios."

Richard Fakhry

Annual Subscriber

 "The main benefit for me is the reporting and the KPI that it collates."

Rose Mckergow

Monthly Subscriber

 "I have recommended STT to friends as I believe it provides a great package for tracking and analysis of portfolios. The main benefit is being able to have a record of transactions by portfolio’s and all the analysis shown on the dashboard"

Pearl Hollowood

Member of The Chartist

 "My trading records are all listed in a manageable format. This is an easy to operate product available at a realistic price!"

Ian Reed

Annual Subscriber

 "Share Trade Tracker is easy to use and all you need to track your portfolio in one place. It allows you to see exactly how each share is performing and is great for running reports for my accountant"

Craig Hathway

Share Trade Tracker Annual Subscriber

 "The primary benefit for me using Share Trade Tracker is the ability to closely monitor all trades to see if my trading strategies are working so I can make adjustments where necessary. It's a really great portfolio management tool because it tells it as it is. The Win/Loss Ratio is the most important part of the program"

Bevan Rundle

Share Trade Tracker Annual Subscriber

 "The share price and Dividend updater are fantastic. The primary benefit is the base calculations are all Excel, so making the calculation checking so much easier. I think it is a great recorder of share transactions."

Geoff Bryce

Share Trade Tracker Annual Subscriber

"You will not find a better Excel stock portfolio manager, run by a professional group of committed individuals striving to make share trading as hassle free as possible."

Cameron Seidel

Share Trade Tracker Annual Subscriber

"We've sought the expertise of XLAutomation for a number of projects since 2011. Scott and his team have been first class in all areas of the build, implementation and support.


Not only do we personally use Share Trade Tracker in our own business, we confidently provide it to our clients as well."

Nick Radge

Head of Trading & Research The Chartist

"Top Notch! After using a manual trading record spreadsheet, Share trade tracker saves me time! Now I can just click a button and the stock prices are updated for me. I would recommend Share Trade Tracker without reservation. It tracks everything I need, dividends, trading diary, etc. Very handy, and saves LOTS of time in your daily trading routine! Give it a try, well worth it! "

Henry Luk

Share Trade Tracker Annual Subscriber

"Share Trade Tracker is a good investment, and especially good at testing trading systems & strategies. One of the primary benefits is the dashboard which tells you everyting you might want to know for each portfolio. Perfect for performance monitoring"

Charles Brodley

Share Trade Tracker Annual Subscriber

"If you want a simple program to track your share trading there is only one I've found that does the job perfectly. It is a simple to use share trading manager that is nicely customisable to incorporate & manage my SMSF reporting all in one application.

With a name you'll remember and one that explains what it does, and it does it with ease - Share Trade Tracker is Brilliant!"

Phil Milsom

Share Trade Tracker Beta Tester

"I use Share Trade Tracker from XLAutomation. It is a very good tool that reflects the level of competence in Excel that XLAutomation has. Scott and his team are readily available to answer any queries and provide fast feedback and solutions"

Said Bitar

Share Trade Tracker Beta Tester

"I have been using Share Trade Tracker to manage the share portfolio for our SMSF and am finding it very good. If you are looking for a spreadsheet based share tracking system then I recommend you give Share Trade Tracker strong consideration."

Neil McAlpine

Share Trade Tracker Annual Subscriber

"I looked at many programs and spreadsheets and Share Trade Tracker had the best layout for my needs. It has complexity but is easy to use"

Kenneth Nuthall

Share Trade Tracker Annual Subscriber

"I'm blown away at just how comprehensive the Share Trade Tracker program is. What I have found most impressive though was your customer service, pleasant manner and your motto of exceeding customer expectations."

Cameron Seidel

Share Trade Tracker Annual Subscriber

"I have found Share Trade Tracker good value for the money I pay for it. The main benefit for me is the time I save. Its worth every $ and the backup / support is great."

Frank Upton

Share Trade Tracker Annual Subscriber

"Hi Scott, Thanks for getting back to me so promptly, & yes your solution resolves the problem. By the way, I've used many spreadsheets over the years (including paid) and Share Trade Tracker is far ahead of anything. Its fantastic to use. Appreciated, thank you"

Glenn Barnes

Share Trade Tracker User

"I have found Share Trade Tracker makes it easy to monitor my progress and makes accounting simple for my tax return. Excellent product support is provided by the XLAutomation team too! "

Peter Holsman

Share Trade Tracker Annual Subscriber

Benefits: Share Portfolio Tracking has never been easier!

Track multiple portfolios from any exchange around the world

The Upload Trades is a time saving benefit for new users to upload multiple trades, or for traders making large numbers of trades frequently.

Dashboard updates automatically when you add, delete, or update prices, to display the key indicators of your portfolio performance.

Add, update or delete shares quickly & accurately with easy to use pop-up forms.

Benefit from Find & Select forms allowing quick & easy search for specific securities or trade types in your workbooks.

Better analysis with custom charts to show net unrealised & realised profit/loss and display best and worst performing stocks in your portfolio.

Automated retrieval of share prices & dividends including franking credits & franked % for Australian shares.

Profit/Loss and % Gain/Loss automatically recalculated, and custom stop loss / take profit warnings are included to support your trading model.

The Custom Ribbon makes navigation easy, displaying all commands to control your worksheets.

Worksheet & Dashboard filtering helps you analyse particular aspects of your trading.

Brokerage can be set on a Portfolio basis allowing for different Broker arrangements and more time saved

Keep your accountant happy with custom reports providing a summary of your past financial years trading, costs and dividends.

The filtered dashboard, charts & reports included in this Stock Portfolio Tracker give traders the tools they need to monitor & Track Trading Performance

Click images to enlarge

"Our Share Trade Tracker Subscriber Guarantee"

Price Guarantee - No price increases for as long as you stay subscribed

Free Support - We aim to exceed your expectations when you need help

Free Upgrades - Subscribers get all updates, fixes and new features free

Plans from only $19 per month!

No lock-in contracts. Flexible to cancel at any time.

Take a look at some new features added due to customer requests

Dividends, Franking Credits and Franked %

This most requested feature by our Australian customers has been added to the Dividends worksheet along with a direct integration with sharedividends.com.au which provides a search and record capability. Simply click the "Find Dividends" button and your dividend data is automatically returned for all your positions.

Brokerage Set for each Portfolio

Our subscribers asked for this feature to allow setup of any number of different brokerage rates on a portfolio basis. The default still remains in place for all portfolios unless you specify a specific brokerage approach for a portfolio.

Interactive Broker Bulk Trade Upload

Due to this popular request our customers can now upload bulk trade data directly from an Interactive Brokers account. 

Interatctive broker bulk trade upload

Short Trades

The ability to record and track the performance of Short Positions was important to some of our users, so now you can include Short Trades alongside your normal positions and see the results of those trades in the Dashboard and Chart analysis worksheets.