Portfolio and tax lot visibility
Group holdings by portfolio, drill into individual share codes, and keep transaction history available for performance and tax lot review.
Share portfolio management
estocktracker helps investors keep a clear view of Australian and international share portfolios. Record buy and sell activity, monitor profit and loss, review financial year performance, and keep dividend history organised.
| Code | Units | Value | Return |
|---|---|---|---|
| BHP | 450 | $18,720 | $1,245 |
| CBA | 120 | $15,450 | $980 |
| XYZ | 300 | $4,950 | -$320 |
Group holdings by portfolio, drill into individual share codes, and keep transaction history available for performance and tax lot review.
Review financial year to date results, profit and loss, foreign exchange movement, market values, and percentage change from a dedicated performance page.
Record dividend income, import CSV data, and sync share or forex prices so portfolio values stay current and easier to reconcile.
Register online and start using the basic account for free. It is suitable for getting started with holdings, transactions, dividends, and portfolio performance tracking.