Intelligently link trades Link your buy and sell trades together. my ShareTrader pro will intelligently track the amount of units you still hold, match your buys to multiple sell orders and can calculate your average profits across different trades.
Dividends and franking Full support built in for dividends and franking, including calculating your level of franking entitlements, distribution reinvestments and application of the 45 day rule. You can even generate a list of upcoming dividends based on your portfolio to see how much income you will receive.
Trader/Investor modes Traders (e.g entities running a share trading business) have different tax requirements to investors. my ShareTrader pro accomodates both modes as well as the different tax needs of individuals, companies and SMFS.
Advanced graphing Powerful graphing functionality allows you to gain instant insights into your portfolio and performance.
Support for Corporate Actions For example, Share Splits
Tax module Calculate your capital gains or losses, assessable income and expenses, and net taxable income for your tax records. my ShareTrader pro has tax reports for both traders and investors.
Import contract notes Import your PDF contract notes aand archive them for easy reference. myShareTrader pro can even read the details of the trade directly from the contract note, saving you hours of precious time manually inputting data.
Auto calculate your brokerage With support for all major Australian trading platforms, my ShareTrader pro automatically calculates your brokerage to double-check that you've been charged the right amount.
Prepopulated with ASX data my ShareTrader pro periodically downloads the latest ASX share codes, company names and industry classifications which makes records easier to maintain and less prone to manual error.
Link your associated expenses Track all other trading expenses (e.g interest on loans to pay for shares, subscriptions to market services, and so forth) - whether capital or deductible in nature - to get a more complete view of your overall performance.
Multi-user support With support for multiple users/entities you can record trades for your self-managed super fund, company and individual account. All trades are kept completely separate.
Limitations:
5 trades per financial year only
Comments not found