Excel Portfolio Tracking spreadsheet – Comprehensive (no Excel knowledge required)

You can go on the internet and subscribe to a major site like sharesight but, for someone with just a few shares that is a bit of an overkill.

@locks3, when a member posts information to help others they get a “big tick” from me.

Sharesight is a free alternative – that I personally use
Sharesight is a powerful “web-based” portfolio-tracking software that allows you to track your investments in one place with award-winning performance, dividend tracking, and tax reporting. It integrates with hundreds of brokers and finance apps, including CommSec, CMC Markets, and SelfWealth and the free plan allows you to track up to 10 holdings, with limited reporting and basic support.

Sharesight has over 300,000 investors tracking their investments and has been featured in various financial publications such as The Australian, The Sydney Morning Herald, Financial Review, Financial Observer, Investor’s Business Daily, and Investopedia.

The website’s features include tax reporting, performance tracking, dividend tracking, and integration with various brokers and software. It also has a professional pricing plan for financial advisers, a partner directory, and a developer API.

Sharesight’s supported markets include the ASX, NASDAQ, NYSE, and more. It also has a blog, help centre, community forum, webinars, and events. You can also follow Sharesight on social media platforms such as Facebook, Twitter, YouTube, and LinkedIn.

In summary, Sharesight is a comprehensive portfolio tracking software that offers various plans to suit different investors’ needs. It integrates with a wide range of brokers and software, delivers powerful reporting and tracking features, and has a strong reputation among investors.

Online share portfolio tracker & reporting tool for Australian investors
Sharesight tracks share prices, trades, dividends, performance & tax

Skate.