
Track your Australian shares and ETFs in one simple Google Sheet, built for ASX investors. Most share trackers are made for US investors. This one understands franking credits, the 1 July to 30 June financial year and the CGT 12-month rule.
What it does:
• Live ASX prices that update automatically
• Up to 30 shares and ETFs, and 500 buys and sells
• Portfolio value, cost and gain/loss in dollars and percent
• Dividends and franking credits worked out for you
• Tax Year totals for each financial year
• CGT 12-month flag for each holding
• 18 months of month-end prices and portfolio value, plus a dashboard chart
What you get:
• Instant access to your own private copy of the Google Sheet
• A 13-page step-by-step guide, including monthly and end-of-financial-year routines
You need a free Google account. Works in Google Sheets only (not Excel). Type in the blue cells only; everything else calculates itself.
This is a record-keeping tool, not financial or tax advice. Prices may be delayed up to 20 minutes. Licensed for personal use.