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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.

Track multiple portfolios, trade types including short trades, 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.

Read what some of our Share Trade Tracker customers say

"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

New Zealand

 

"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

 

"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

"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

 

"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

 

"I've always used spreadsheets to track my trading, but never with the features that Share Trade Tracker offers. Update stock prices or search for latest dividends with a single click! This time saved alone has been worth the cost several times over."

Ian Plinth

 

 

"One of the best share portfolio management tools I've used. So many time saving features. I had no idea you could do that with an excel spreadsheet, and would recommend it to anyone that has a share portfolio to track"

Jim Newston

 

 

"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

 

"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" 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.

share-trade-tracker-overview-demo

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.

share-trade-tracker-buy-trade-take2

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-sell-trade-take2

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.

share-trade-tracker-interactive-broker-menu-option

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 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.

dashboard-with-short-trades

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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.

data-entry-forms

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.

brokerage-default
brokerage-specific

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.

share-trade-tracker-buy-modify-delete

Charts and Reporting in Share Trade Tracker

Click images to enlarge

Simple Set-Up. Record & track your share portfolios in minutes!

promise

 

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.