TrackMyShares レビュー 

With Track my shares I have confidence about monitoring my personal portfolio and my smsf portfolio. I've been managing my own portfolio for years, putting in the hours at tax time and rebalancing moments. I have excel spreadsheets and folders and files. I wondered how i would cope with a smsf portfolio as well. I'm pleased to say TMS consolidates all of this with so much more information to monitor everything. It was easy to import all my information from my trading platform. It identified anomolies with this process. It had all the methods for bonus issues, consolidations, mergers etc that had been giving me cost base headaches for years. I'm feeling confident the platform will help manage my cost base records associated with my first foray into etfs.

From AMMA statement imports to VIP-level assistance from Leandro, there’s no better tracking platform in the market to stay on top of all your investments. Simple, practical, and well worth it.

I’ve transferred my portfolio over from Sharesight. After some initial teething problems it’s all up and running and perfect. Leandro was fantastic to deal with, fast with his replies and the service was great. Would highly recommend. Looking forward to tax time!

I have been extremely impressed with TrackMyShares. I originally started using it to better track my investments across different markets and asset classes held in various different legal entities and it has exceeded my expectations.

I am using it to track US shares, Australian shares, crypto, bond investments, and even a private yield investment using the “Manual Asset” feature. The flexibility is excellent and it allows me to keep everything separate baed on legal entity or at the click of a button one consolidated portfolio, which is exactly what I was looking for.

The platform has the sort of features I would normally expect from much more expensive investment management software. It automatically handles franking credits, manages different currencies, and even tracks the current FX impact on investments. The watchlist feature is also impressive and makes it easy to monitor opportunities before deciding whether to invest.

The consolidated portfolio view is excellent, the interface is easy to use, and the support has been fast, helpful and professional whenever I have had a question.

Honestly, I can’t think of anything else I need in an investment management platform. TrackMyShares offers outstanding value for money and I can’t recommend it highly enough.

Love it!
The platform is amazing and their service is even more amazing.
It is worth every $$. I have multiple portfolios to track and I am able to track them easily. I love the consolidated portfolio view, portfolio growth chart with benchmarking, ability to calculate rebalancing amount and dividend calender with amount you will receive from each holding based on your units. It also shows fund overlap and diversification of the portfolio.
Initially I had a few issues. I emailed the support and issues got fixed in few minutes. Leandro responds quickly, addresses any issues precisely and also takes feedback seriously.
All these while charging super low fees.

This product is amazing. It has and will in the future make tracking my Shares and ETF's with multiple brokers so much easier to manage and make decisions about my trades. Tax time will be a breeze compared to the many hours I usually spend updating various spreadsheets. The support from Leandro is nothing short of fabulous. He had taken onboard my many requests for any extra's and now has included in this already great system. It is so easy to access and use. I would highly recommend to anyone who trades even if it is only a few shares, but if you want to track multiple platforms and combine in one place you won't be disappointed.