Share portfolio management
eStockTracker - Share Portfolio Tracking Made Clear
Track holdings, transactions, dividends, portfolio performance, and tax-related investment information in one organised SaaS platform.
eStockTracker is a practical share portfolio management system designed to help investors record, monitor, and review their investment activity in one organised place. It brings together holdings, transactions, dividends, prices, performance reporting, and tax-related portfolio information so users can keep a clearer view of their investments throughout the financial year.
Whether you are managing a small personal portfolio or tracking multiple holdings across different accounts, eStockTracker helps reduce spreadsheet work and gives you a structured way to understand your portfolio position.
Track Your Portfolio In One Place
eStockTracker allows users to record buy and sell transactions, group investments into portfolios, monitor current holdings, review market values, and keep a history of important share activity. The system is designed to support both Australian and international share investments.
- Record buy and sell share transactions.
- Group holdings by portfolio or account.
- Track share codes, units, cost base, market value, and performance.
- Review holdings by portfolio and individual share code.
- Maintain a history of dividends and share prices.
Portfolio Overview And Performance
The portfolio dashboard gives users a clear summary of their investment position. It is designed to make performance easier to understand without needing to manually rebuild spreadsheet calculations each time new transactions are added.
| Feature | Benefit |
|---|---|
| Holdings overview | See current share holdings, units, values, and portfolio allocation. |
| Performance reporting | Review financial year performance, profit and loss, percentage movement, and market value changes. |
| Transaction history | Keep buy and sell activity organised for review and reconciliation. |
| Dividend history | Record and review dividend income, franking credits, and related details. |
| Price and forex data | Maintain share price and foreign exchange data to support portfolio valuation. |
Designed For Real Investment Workflows
Investment records often come from different brokers and platforms, and the data is not always consistent. eStockTracker is being built to handle practical portfolio administration needs, including importing transaction data, reviewing portfolio performance, and preparing information for tax reporting.
The system supports CSV imports for structured files and is being extended with an AI Import Assistant to help extract transactions from inconsistent broker exports and text-based statements.
AI Import Assistant
The eStockTracker AI Import Assistant helps users work with broker files that may not follow a clean, fixed format. It can detect standard transaction CSV files, recognise broker-specific column names, and extract transaction details from description text such as buy/sell action, share code, quantity, price, and transaction value.
Importantly, AI output is never imported directly into the final transaction records. Extracted rows are staged for review first. Users can check, edit, accept, or reject rows before confirming the final import.
- Detects standard transaction CSV formats.
- Recognises different broker column headings and aliases.
- Extracts transaction details from text descriptions.
- Infers brokerage where possible from trade value and cash settlement amount.
- Requires user review before final import.
Capital Gains And Tax Reporting Support
eStockTracker is designed to support portfolio tax review by keeping structured transaction and tax lot information. This gives users a better foundation for reviewing capital gains, disposals, cost base information, and financial year reporting.
The goal is to help investors keep cleaner records so tax-time review is less dependent on manually searching through broker statements and spreadsheets.
Free Basic Account
eStockTracker offers a free basic account option so users can get started with core portfolio tracking features. This is suitable for investors who want to begin recording holdings, transactions, dividends, and performance without committing to a paid plan immediately.
As portfolio needs grow, additional features and subscription options can support more advanced workflows.
Why Use eStockTracker?
Keep investment data organised in one system.
Reduce repetitive manual calculations and formatting work.
Review market value, gains, losses, and percentage movement.
Use AI assistance without giving up control over final imported data.
- Clearer portfolio records: Keep investment data organised in one system.
- Less spreadsheet effort: Reduce repetitive manual calculations and formatting work.
- Better performance visibility: Review market value, gains, losses, and percentage movement.
- Dividend tracking: Keep dividend income and franking details together with portfolio records.
- Import support: Bring in transaction, dividend, price, and share data more efficiently.
- Review-first AI: Use AI assistance without giving up control over final imported data.
Who It Is For
eStockTracker is suitable for individual investors, active share traders, SMSF record keeping support, and anyone who wants a more organised way to monitor portfolio activity and performance over time.
It is especially useful for users who want to move beyond manual spreadsheets while still keeping full control over their investment records.
A Practical SaaS Platform From Softbase
eStockTracker is developed by Softbase as part of a practical SaaS product suite focused on business systems, reporting, automation, and productivity tools.
The product is continuing to evolve with improved import workflows, portfolio reporting, AI-assisted data extraction, and user-friendly SaaS features.
Start Tracking Your Portfolio
Start with a free basic account and begin recording your portfolio, transactions, dividends, and performance history. eStockTracker gives you a clearer way to manage investment records and prepare for ongoing portfolio review.
eStockTracker helps turn scattered broker files, transaction records, dividends, and portfolio values into a more organised investment tracking experience.