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Share Portfolio Management

Managing Your Own Trading Data Has Never Been Easier!

Share Trade Tracker ...record, track and analyse your share portfolio

Share Trade Tracker is a share portfolio management tool designed with leading trading advisers for individuals to manage their own trading data. Its quick and easy to record your buy, sell & short trades from any exchange in the world, across multiple portfolios.

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. Managing your share portfolio has never been easier.

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

"You will not find a better Excel stock portfolio manager, run by a professional group of committed individuals striving to make share trading as hassle free as possible."

Cameron Seidel

Share Trade Tracker Annual Subscriber

"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

Share Trade Tracker Annual Subscriber

"Share Trade Tracker is a good investment, and especially good at testing trading systems & strategies. One of the primary benefits is the dashboard which tells you everyting you might want to know for each portfolio. Perfect for performance monitoring"

Charles Brodley

Share Trade Tracker Annual Subscriber

"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

Share Trade Tracker Beta Tester

"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

Share Trade Tracker Beta Tester

"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

Share Trade Tracker Annual Subscriber

"I'm blown away at just how comprehensive the Share Trade Tracker program is. What I have found most impressive though was your customer service, pleasant manner and your motto of exceeding customer expectations."

Cameron Seidel

Share Trade Tracker Annual Subscriber

"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

Share Trade Tracker Annual Subscriber

"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

Share Trade Tracker User

"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 Annual Subscriber

"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

Seen Enough & Ready to Start?

Click the button below to choose your plan

12 benefits of using Share Trade Tracker

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.

Click images to enlarge

Simple Set-Up. Start recording & tracking your share portfolios in minutes!