Finance and accounting decision
TrackMyShares.com
A capable engineer can build the core portfolio tracking and tax-reporting flows (CSV/email import, pricing, CGT engine) in a few weeks using existing OSS components, but reproducing the product's polish, broad CSV/email parsing coverage, AI assistant integration and support/marketing proposition makes a full replacement impractical for a single maintainer.
Visit website↗$4.17/mo
$50/yr
Read off the official pricing page.
$100one-off48 h to build
$40/mo6 h/mo upkeep
On cash alone, building overtakes the subscription at 12 seats.
Open-source builds that already do this
Every project below is open source and already does this job today. Fork one, self-host it, or take the parts you need - the build prompt further down assumes an empty file, and this is the shortcut past that. Licences differ; check the one on each card before you ship. All TrackMyShares.com alternatives, with the arithmetic →
What a replacement has to do
- Import trades (CSV/email), normalise and store transactions, fetch and apply daily market prices, compute cost bases and CGT/dividend reports, render portfolio dashboards and export PDFs/CSVs.
What it still won’t have
- Polished UX and product polish (charts, interactive ETF overlap diagrams, watchlist polish)
- Priority support and trust signals (reviews, existing user base)
- Prebuilt MCP/AI assistant integration
- Ongoing product QA, edge-case parsing logic for many broker CSV formats
- Marketing and subscription management (billing, locked pricing guarantees)
What remains hard
- Product polish and ongoing maintenance
First-year cost
Keep paying
Paying is—cheaper in year one.
On cash alone, building overtakes the subscription at 12 seats.
Money you would actually spend
Time you would spend
—
What you would spend
What we assumed
The verdict above measures whether you could build it. This one is only about money.
Runnable build prompt
Build a self-hosted portfolio tracker using Node.js (NestJS) + PostgreSQL + React. Core features in scope: CSV and email trade import with mapping templates, canonical transaction/holding schemas, scheduled price fetcher (use a market-data API), cost-basis and CGT/dividend calculation engine supporting lot-selection (FIFO/LIFO/minimise CGT) and franking credits, consolidated portfolio dashboard with allocation and historical performance charts, PDF/CSV export of EOFY tax reports, and basic auth with 2FA. Out of scope: broker credential-based integrations, multi-tenant paid billing, and advanced AI assistant features. Include error handling, input validation, unit tests for tax logic, and Docker-based deployment instructions.
How we checked
How the score was reached
- Partly verdict base52
- An open-source build was found+5
- 5 cited sources+3
- Price verified on pricing page+3
- 3/3 assessment runs agreed+4
- Evidence score67
The base comes from the verdict. Everything under it is a check that either happened or did not, and each one is a fact frozen in this record rather than a judgement made at render time - so the same evidence always produces the same number.
How scoring works →Cited sources · 5
Every page the run actually retrieved.
- official productTrackMyShares home
- official pricingTrackMyShares pricing
- official docsTrackMyShares features
- open sourceghostfolio/ghostfolio
- open sourcerotki/rotki
Integrity checks
What held up, and what did not.
