Share Trade Tracker
Track Trading Performance in one place !
Share Trade Tracker includes the right mix of trading functions to track trading performance. Record and analyse your trades easily in a user-friendly environment and save time using the built in automation.
"Take a Peek Inside"
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.
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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Read what other Share Trade Tracker customers say
Benefits: Share Portfolio Tracking has never been easier!
The filtered dashboard, charts & reports included in this Stock Portfolio Tracker give traders the tools they need to monitor & Track Trading Performance
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The dashboard is updated each time you add or update a trade, it is also updated when the share prices are updated. All the key indicators of a portfolio performance are included to the dashboard.
Your portfolio's performance is automatically tracked via charts, displaying the total portfolio performance and the best and worst performing stocks in your portfolio.
Calculates the Value Added Monthly Index, and industry standard measure of performance for trading and investment. Index tracks the monthly performance of a hypothetical $1,000 investment.
Report of available cash for selected portfolio (s). Including all trades, dividends, interest and other income
A series of reports have been created to analyse your trading performance across financial years or by a date range. The reports are also a quick and simple way to provide your accountant with a summary of your past years trading, costs and dividends.
Report of trades, open positions, dividends and interest for the selected Financial Year
"Our Share Trade Tracker Subscriber Guarantee"
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.
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.