Share Portfolio Management
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Share Trade Tracker is an automated all in one spreadsheet used by share traders to record, manage and keep track of their share portfolio. Watch explainer video's, get access to a free trial, visit our website https://www.xlautomation.com.au/excel-spreadsheets/share-trade-tracker for more detailed information.
Provides a series of reports have been created to analyse your trading performance across financial years or by a date range. The reports are also a quick and simple way to provide your accountant with a summary of your past years trading, costs and dividends.

Provides a series of reports have been created to analyse your trading performance across financial years or by a date range. The reports are also a quick and simple way to provide your accountant with a summary of your past years trading, costs and dividends.

Watch a short video on Share Trade Tracker, demonstrates how quick and easy it makes recording and tracking your shares

This is our new explainer video on one of our products - Share Trade Tracker a spreadsheet to help you record and track your share portfolio

Dividends now include Franking Credits and Franked % -  For our Australian customers we have now provided Franked % and Franking Credits to the Dividends worksheet. This data is automatically returned by the Get Dividend details routine and can be entered via the Dividends form. Watch video.

Dividends now include Franking Credits and Franked % - For our Australian customers we have now provided Franked % and Franking Credits to the Dividends worksheet. This data is automatically returned by the Get Dividend details routine and can be entered via the Dividends form. Watch video.

Tracking & managing your share portfolio performance has never been easier. Share Trade Tracker gives you the right mix of trading functions, in an easy to use environment, automated to save time, and includes clever tools for better analysis.

Tracking & managing your share portfolio performance has never been easier. Share Trade Tracker gives you the right mix of trading functions, in an easy to use environment, automated to save time, and includes clever tools for better analysis.

The dashboard is updated each time you add or update a trade, it is also updated when the share prices are updated. All the key indicators of a portfolio performance are included to the dashboard.

The dashboard is updated each time you add or update a trade, it is also updated when the share prices are updated. All the key indicators of a portfolio performance are included to the dashboard.

To record a sold trade, click on the 'Sell' button, select the share that is being sold and enter the required details. Click 'Add Trade' and the sell is included to the workbook, removed from the open positions and updated to the dashboard.

Link to XLAutomation website for detailed information on Share Trade Trackers Features and Benefits.

Watch explainer video on Share Trade Tracker

Watch explainer video on Share Trade Tracker

Australian Shareholders' Association

The Australian Shareholders Association (ASA) is an independent, not-for-profit, member-funded organisation, improve your financial skills, learn about proxy voting and corporate governance.

Australian Shareholders' Association

The Australian Shareholders Association (ASA) is an independent, not-for-profit, member-funded organisation, improve your financial skills, learn about proxy voting and corporate governance.

The Chartist | For Traders, SMSF Investors & Chart Analysts

ASX Investment video - How charting spots what the smart money is doing. Hear how Nick Radge makes momentum trading work for him. For more ASX Investment vid.

Stock trading spreadsheet to track your stock portfolio investments. Watch Share Trade Trackler explainer video, read testimonial, view screenshots

Stock trading spreadsheet to track your stock portfolio investments.

Link to XLAutomation website for detailed information on Share Trade Trackers Features and Benefits.

Link to XLAutomation website for detailed information on Share Trade Trackers Features and Benefits.

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