Share Trade Tracker
An Excel Share Portfolio Spreadsheet for the serious share trader. Share Trade Tracker is designed with automation as a key benefit, making the process of looking after your share portfolio organised, quick and easy. Keep track and record the buy and sell of your stocks using automated retrieval of share prices from the internet. Dividends are automatically found and added for shares in your portfolio.

The portfolio Profit & Loss and % Gain & Loss are automatically recalculated when you buy or sell shares. The Multiple Portfolio feature is a great way to organise and track your shares in groups.
 

Tracking you share portfolio's performance has never been easier. With the click of a mouse Share Trade Trackers Dashboard will give you a detailed assessment of your share portfolio at a glance. Key measures of performance are automatically updated to the dashboard and you can use the Filter views to look at individual portfolio's or how a specific stock is performing.  

"Our Experiences with Scott and his team have been first class in all area's of the build, implementation and ongoing support. Not only do we personally use Share Trade Tracker in our own business, we confidently provide it to our clients as well"
Nick Radge
Head of Trading & Research, The Chartist

Share Trade Tracker also includes a Trade Diary. This is a manual way to keep notes on your trading strategy, about any particular patterns you are looking at and any additional information for future reference. 

NEW Release Features
In addition to the features already included to Share Trade Tracker the following features were added to a NEW release launched in June, 2017. These features have been requested by our customers and make Share Trade Tracker a must have tool for share traders.
  1. Short Trades are now included with new entry forms, worksheet and Dashboard measures
  2. Brokerage can now be set on a Portfolio basis allowing for different Broker arrangements and more time saved
  3. Dividend have been extended to include Franking Credits & Franked % for Australian Shares
  4. Dashboard has been expanded to include Cash balance start and end
  5. Transfer process has been improved to allow for missing references and reduced upload times
  6. New forms have been included for all worksheets (eg Cash Accounts) to add new entries
  7. Find & Select forms have been setup for each worksheet to update or delete an entry
  8. A number of updates to the workbook have been made to address issues and feedback in the previous version
Click Here to see detailed screenshots and descriptions of the new features

Key Features of "Share Trade Tracker"
  1. Automated retrieval of share prices with the click of a button
  2. Profit/Loss and % Gain/Loss automatically recalculated
  3. Custom stop loss / take profit warnings to support your trading model
  4. Multiple portfolios to organise and track your shares in groups
  5. Add, update or delete shares via a custom form
  6. Filter all views using a central form
  7. Automatically find and add dividends for shares in your portfolio
  8. Upload of multiple buy or sell trades
  9. Include shares from any Exchange around the world
  10. Dashboard automatically updates with key measures of performance
  11. Charts to display portfolio performance overtime, best and worst performing stocks highlighted
  12. Value Added Monthly Index (VAMI) to track your monthly performance
  13. Record and track interest paid and received, included to return calculation
  14. Custom reports to generate Financial Year and Date Range summaries of your trading activity
  15. Trading diary to keep notes on your trading strategy changes
  16. Print or Save to PDF for all worksheets in a single step
XLAutomation has worked with leading financial advisor's to develop an Excel spreadsheet that combines the ability to quickly and easily record your trade information and then to combine that with all the other details that make up the overall performance of your portfolio. Then we present that in a simple and effective dashboard to give you real insights into the performance of your sharing trading strategy.

"Share Trade Tracker" Overview
Included to workbook are worksheets to store each buy and sell trade, open positions are held on a separate worksheet and gives you a quick reference to the trades still in the market. Short Trades are included to a separate worksheet and display open and covered positions on the same worksheet. An automated dividend search and store feature enables you to keep track of the expect dividend income for your portfolio. The animated image below steps through each of these key components of Share Trade Tracker.


Buy Trade
To record a buy trade, simply click on the "Buy" button and enter the required details. Click "Add Trade" and the buy is included to the workbook adding it to the open positions and dashboard.

share trade tracker buy trade screenshot


Sell Trade
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.

sell trade screenshot



Why should I use "Share Trade Tracker" instead of my own Share Portfolio Spreadsheet ?
  1. The retrieval and update of your share prices and dashboard reports are automated with "Share Trade Tracker", no more manual data entry of share prices to check on the performance of your portfolio.
  2. Track shares on any exchange in the world and set the Index that is to be compared to the performance of your portfolio.
  3. Dividend income can be automatically retrieved for your portfolio and the consolidated into the dashboard
  4. You can record trades across multiple portfolio's in the same workbook. This provides the capability to analyse all portfolio's or just one.
 
 
"I use Share Trade Tracker and have found it to be a very good tool that reflects the level of competence in XLAutomation team. They are readily available whenever there is a problem and provide fast feedback and solutions when needed. I would highly recommend the use of XLAutomation for anyone targeting better tools for their business and excellent support"

Best Regards, Said Bitar


Have you seen enough ?

Click on the "Start Now" button to subscribe to "Share Trade Tracker"
  • you will be directed to PayPal to process your subscription payment
  • Once your payment is successful you will receive an email with download links for Share Trade Tracker and a serial key



The Ribbon
To use any of the workbook functions you click on the relevant command on the custom ribbon. This provides a familiar method of controlling worksheet functions and is included to all XLAutomation workbooks.



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.



Charts
Your portfolio's performance is automatically tracked via charts, displaying the total portfolio performance and the best and worst performing stocks in your portfolio.



Value Added Monthly Index
Share Trade Tracker provides a calculated Value Added Monthly Index (VAMI), which is an industry standard measure of performance for trading and investment. The index tracks the monthly performance of a hypothetical $1,000 investment



Custom Reports
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.




The first 15 days on all Monthly plans are FREE for our Excel Spreadsheets. Click on the Start Now below and then select the Monthly plan option to start using Share Trade Tracker today at no cost. You can cancel at anytime during the FREE trial period.


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