Portfolio Management Software
Record & Track your Share Portfolio with ease. A quick, simple and organised way to manage your trading data.
The XLAutomation team worked with leading trading advisers to develop a Portfolio Management tool for individual traders to quickly and easily record your buy, sell & short trades from any exchange in the world, across multiple portfolios.
The result is Share Trade Tracker. which 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. Managing your share portfolio has never been easier.
Share Trade Tracker
Plans from only $9 per month!
No lock-in contracts. Flexible to cancel at any time. Try Free for 15 days.
Read what some of our Share Trade Tracker customers say
12 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.
"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.
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