--- title: "Track My Shares Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Track My Shares Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/10041781/Track-My-Shares/" page_type: "product" language: "en" --- # Track My Shares Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Track My Shares ## What is Track My Shares? Track My Shares is a portfolio tracking software that consolidates investments across various markets and asset classes, including ASX shares, US equities, ETFs, cryptocurrencies, and precious metals. It updates prices throughout the day without needing broker credentials. The software generates tax reports for American and Australian investors, covering capital gains and dividend income. It maintains a full transaction history with cost basis details and offers cash flow analysis. Users can manage multiple portfolios and track unlimited holdings. Analytical tools provide risk scoring, diversification analysis, and sector breakdowns. A dividend calendar shows expected payouts, and email forwarding adds transactions automatically. There is an MCP available to integrate with AI assistants for natural language queries. ## What is Track My Shares used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $5.99 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Track My Shares?[Manage this product listing](https://www.g2.com/products/track-my-shares/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Track My Shares 0.0 VS. [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting Price $5.99 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.3 (710) Value For Money 0.0 (0) Value For Money 2.5 (552) Customer Service 0.0 (0) Customer Service 4.5 (534) ## Track My Shares alternatives [Cash App](https://www.capterra.com/p/246167/Cash-App/) [4.2 (710)](https://www.capterra.com/p/246167/Cash-App/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/246167/Cash-App/) [Similarweb](https://www.capterra.com/p/148472/SimilarWeb-Pro/) [4.6 (261)](https://www.capterra.com/p/148472/SimilarWeb-Pro/reviews/) Starting price $125.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/148472/SimilarWeb-Pro/) Highest Rated [Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting price $3500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/275057/Unity/) [InvestingPro](https://www.capterra.com/p/248880/InvestingPro/) [3.8 (5)](https://www.capterra.com/p/248880/InvestingPro/#reviews) Starting price $2749.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/248880/InvestingPro/) ## FAQs about Track My Shares Overview ### What company size and specific industries is Track My Shares built for? Track My Shares is designed for individual investors and tax filers in stock, cryptocurrency, ETF, and precious metals markets, especially American and Australian taxpayers managing capital gains and dividend income. It is aimed at personal investors rather than specific business sizes such as small, mid-market, or enterprise companies. Features and Usability ### What are the key features of Track My Shares? Track My Shares offers AI Copilot for portfolio support, plus stock tracking, cryptocurrency tracking, and watch lists for monitoring holdings. It includes financial analysis, historical reporting, side-by-side comparison, and risk analysis, along with portfolio accounting, portfolio rebalancing, tax compliance, wash sale detection, and alerts/notifications. Pricing ### How much does it cost and what fees or limitations are included? Track My Shares starts at Free for the Basic plan, which covers one basic portfolio, portfolio value tracking, and up to 20 holdings. The Pro (Advanced) plan costs $5.99 per month and adds historical performance, tax reports, unlimited advanced holdings, portfolio rebalancing, and risk/diversification insights. A free trial is available. Integrations ### Which third-party tools and platforms does Track My Shares integrate with? Track My Shares integrates with 2 third-party AI platforms: ChatGPT and Claude. These cataloged integrations connect Track My Shares to leading conversational tools for generating and handling share-related content and workflows. Getting Started and Support ### What training and onboarding options does Track My Shares offer? Track My Shares provides documentation for teams getting started. This written material supports self-paced reference for setup steps, feature guidance, and ongoing use, giving users a way to review information as needed. Getting Started and Support ### What customer support options does Track My Shares offer? Track My Shares provides email/help desk support, an FAQ/forum, and a knowledge base. These self-service and ticket-based options give users multiple ways to find answers or request help. No reviewer feedback on support experience is available here, so support quality and response times cannot be described. ## Features AI summary Based on 116 Hedge Fund reviews Capterra data shows that buyers of stock portfolio management software rank the following features as their top priorities: - **Portfolio Management** (**65%** of reviewers rated this feature as critical) - **Financial Analysis** (**50%**) - **Monitoring** (**53%**) Track My Shares includes **Financial Analysis**, but it does not offer **Portfolio Management** or **Monitoring**. Instead, it provides other relevant features that reviewers also rate as important, including **Investment Management** (**45%**), **Stock Tracking** (**46%**), and **Portfolio Accounting** (**50%**). These features help investors keep records organized, follow holdings more closely, and review portfolio performance and financial details, helping businesses make more informed investment decisions. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Cryptocurrency Tracking Monitor and track cryptocurrencies. Data Import/Export Import and export data to and from software applications Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Financial Management Plan, manage, and track the financial activities of an individual or organization Track My Shares 19 features ### All Features - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Cryptocurrency Tracking: Monitor and track cryptocurrencies. - Data Import/Export: Import and export data to and from software applications - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Historical Reporting: Information, data and reports that are being tracked over time - Investment Management: Manage and handle financial assets as well as other investments. - Multi-Currency: Manage and handle various international currencies - Portfolio Accounting: Tracking and logging the performance, risks, gains and losses of investments - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Portfolio Reporting: Visualize and measure the performance of portfolios - Risk Analysis: Analyze potential risks across the organization - Side-by-Side Comparison: Compare two documents or content pieces side by side - Stock Management: Manage the buying, selling, and holding of stocks - Stock Tracking: Monitor and track stocks across portfolios and watch lists, - Tax Compliance: Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors - Wash Sale Detection: Detect potential wash sale violations. - Watch List: View and track activity related to an individual, transaction, etc. --- ## Pricing Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10041781/Track-My-Shares/pricing/) Free (Basic) Plan $0.00 It includes: - 1 basic (cost basis) portfolio - Up to 20 holdings - Tracks portfolio value only - Additional 5+ features (not detailed in the scrape) Pro (Advanced) Plan $5.99 Flat Rate,Per Month It includes: - Unlimited advanced (transaction-based) portfolios - Unlimited holdings - Track US and Australian stocks, cryptocurrencies, and precious metals - Consolidated view (combine multiple portfolios) - Tax reports (capital gains tax, dividend income, AMMA statements) - Historical performance tracking - Additional 11+ features (not detailed in the scrape) ## Integrations [ ChatGPT](https://www.capterra.com/p/10009334/ChatGPT/)[ Claude](https://www.capterra.com/p/10011218/Claude/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.