Share Trade Tracker
Managing your Share Trading data has never been easier !
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"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.
Buy Trade
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.
Sell Trade
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.
Share Trade Tracker is for individual traders to quickly and easily record buy, sell & short trades from any exchange in the world, across multiple portfolios.
Plans from only $9 per month!
No lock-in contracts. Flexible to cancel at any time. Try Free for 15 days.
Share Trade Tracker has the right mix of trading functions, in an easy to use environment, automated to save time & includes clever tools for better analysis.
Benefits: Managing your share portfolio has never been easier!
We Listen To Customer Feedback... see 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 custom upload trades function allows for the bulk trade data upload from interactive brokers.
Short Trades
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 include Franking Credits and Franked %
For our Australian customers we have provided the most requested 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.
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
Share Trade Tracker allows you the to 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.
Find and Select forms for each worksheet
Each worksheet includes a Find and Select form making 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
Click images to enlarge
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.
