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Free with an account
Keep your share trades in one place and see an estimate of your capital gains
Add your buys and sells, or import your broker’s CSV. The tracker keeps your holdings and cost bases and estimates your realised capital gains for the current financial year. Free for up to 10 different shares or ETFs.
No card. No broker logins. General information, not tax advice.
How the tracker works
What it keeps
Every buy and sell you enter, with the brokerage you paid. From those it keeps your current holdings and what each parcel cost you, so you are not piecing the history back together from old broker statements.
What it works out
When you sell, it matches the sale to the parcels you bought and shows the gain or loss on each one. Together they give you an estimate of your realised capital gains for the year so far.
What it does not do
It does not connect to your broker or bank and has no live prices, so it will not tell you what your portfolio is worth today. It does not tell you what to buy or sell. Its figures are estimates, not tax advice, and they do not replace a tax return.
What the free account includes
- Up to 10 different shares or ETFs, counting any you have sold, added by hand or from your broker’s CSV.
- An estimate of your realised capital gains for the current financial year, on screen.
- Dividend and franking tracking alongside it.
- A download of everything you have entered, from your account page, whenever you want it.
Pro is the paid plan. It raises the limit to 500 shares or ETFs and adds earlier financial years and a CSV export of the report. See what Pro adds.
Comparing trackers? See how this compares with Sharesight’s free plan.
Fair questions
- Is it really free?
- Yes. A free account tracks up to 10 different shares or ETFs and shows an estimate of your realised capital gains for the current financial year. The limit counts every share or ETF you have traded, including ones you have since sold. There is no card to enter and no trial that runs out.
- Do I have to connect my broker?
- No. There is nothing to connect. You add trades by hand or import the CSV file your broker lets you download. We never ask for broker or bank logins.
- How is the capital gain worked out?
- Each sale is matched to the parcels you bought, oldest first, with brokerage counted in what each parcel cost. That is one of several ways to identify the shares you sold, and you may be able to choose a different one if your records support it. The estimate assumes you are an Australian resident and does not apply capital losses carried forward from earlier years. Treat it as a working estimate for general information and check it with a registered tax agent or against the ATO's guidance before you rely on it.
- Who can see my portfolio?
- Only you. Your trades are stored against your account and other accounts cannot read them. You can download everything you have entered, or delete your account, from your account page at any time.
We are not registered tax agents — this is an estimate from data you entered, not tax advice you can rely on. For that, use a registered tax or BAS agent (tpb.gov.au).