Share Trade Tracker
A purpose-built portfolio management software to Record & Track your Share Portfolio with ease. A simple, organised way to track any number of portfolios, keep accurate records, analyse performance data and quickly generate tax reports
Share Trade Tracker...a simple, effective way to manage your share portfolio
XLAutomation have worked with leading financial advisers to develop Share Trade Tracker for individual traders to quickly and easily record your buy, sell & short trades from any exchange in the world, across multiple portfolios.
Tracking & managing your share portfolio performance has never been easier. Share Trade Tracker gives you the right mix of trading functions, in an easy to use environment, automated to save time, and includes clever tools for better analysis.
Plans from only $9 per month!
No lock-in contracts. Flexibility to cancel at any time.
Benefits Of Using Share Trade Tracker!
In the development of share trade tracker our focus was to provide a method of managing your trading portfolio, with the right mix of the trading functions, in an easy to use environment, with maximized automation to save time, and lastly to include great analysis tools to monitor your trading performance.
Read what some of our Share Trade Tracker customers say
"Share Trade Tracker" Overview
Included to workbook are worksheets to store each buy and sell trade. open positions are held on a separate worksheet giving you a quick reference to the trades still in the market. Short Trades are included to a separate worksheet and displays both open and covered positions. An automated dividend search and store feature enables you to keep track of the expect dividend income for your portfolio. The animated image below steps through each of these key components of Share Trade Tracker.
To record a buy trade, simply click on the "Buy" button and enter the details. Click "Add Trade" and the buy is added to the workbook, open positions and dashboard.
To record a sold trade, click on the 'Sell' button, select the share that is being sold and enter the required details. Click 'Add Trade' and the sell is included to the workbook, removed from the open positions and updated to the dashboard.
We Listen To Our Customers Feedback... see below new features added from customer suggestions
All Share Trade Tracker subscribers get access to free upgrades and new features.
Interactive Broker Bulk Trade Upload
The new custom upload trades function allows for the bulk trade data upload from interactive brokers.
The ability to record and track the performance of Short Positions has been included to the workbook. This feature allows you to include Short Trades alongside your normal positions and then see the results of those trades in the Dashboard and Chart analysis worksheets.
See Short Tades in action in this short video.
Dividends now include Franking Credits and Franked %
For our Australian customers we have now provided the most repeated feature improvement Franked % and Franking Credits to the Dividends worksheet. This data is automatically returned by the Get Dividend details routine and can be entered via the Dividends form.
This video gives an overview of the new Dividend fields included due to customer requests.
Dashboard includes new trade types and totals
The dashboard has been enhanced and now includes trading totals for Short Trades along with Gross and Net P&L for each trade type and an overall portfolio total. New dividend total are included to report the dividend return for your portfolio including any franking credits recorded. Finally a change has been made for the portfolio return calculation that now shows the starting cash balance for the selected portfolio and then the end balance including any trading P&L.
Seen Enough & Ready to Start?
Click the button below to choose your plan
More inclusions from customers feedback...Entry forms for all worksheets
Each data worksheet now includes it's own entry form to improve data consistency, ease of use and speed to enter data. As data is entered via the forms it is included to the dashboard for calculations and totals.
Brokerage set for each portfolio
A much requested feature has been the ability to set a brokerage by portfolio or trading strategy with v3 of Share Trade Tracker we have delivered that. You can now setup any number of different brokerage rates on a portfolio basis. The default basis still remains and will be in place for all portfolios unless you specify a specific brokerage approach for a portfolio.
Watch this short video to show how Brokerage by Portfolio can save time for trade entry and ensure that your brokerage costs are consistently recorded.
Find and Select forms for each worksheet
Each worksheet now includes a Find and Select form that will make it much faster to find and then update or delete trades in your workbook. The Find format can be sorted by any of the returned fields to isolate the record you are looking to change. Once found the record is selected and then returned in the form for update. The same find approach is used for Delete with the ability to select more that one record for deletion.
Charts and Reporting in Share Trade Tracker
Click images to enlarge
Simple Set-Up. Record & track your share portfolios in minutes!
Our Promise: "We will only use your contact details to share the latest news, free spreadsheets and product information from the XLAutomation team. We will never share your contact details with anyone else.