Stock Profit
ATO-compliant stock portfolio manager for Australian investors
About Stock Profit
Stock Profit is a powerful Google Sheets-based tool designed for Australian share traders. It provides precise tracking of holdings, profits, and performance with ATO-ready capital gains and dividend calculations. Features include multiple portfolio support, currency conversion, deferred tax handling, and integrations with major brokers. Ideal for serious investors seeking control, accuracy, and tax compliance.
FAQ
This usually happens when Chrome blocks pop-ups. Ensure pop-ups are allowed for the Stock Profit extension.
The extension needs these permissions to function, such as sending backup notifications or reading/writing to your spreadsheet. However, it does not access or see your data beyond what is necessary for the tool.
Yes, Stock Profit takes privacy seriously and has never had a data security complaint. The system is built with safety in mind, and the addon only accesses your spreadsheet for necessary operations.
Many users create a separate Gmail account just for testing. This keeps your main Google Drive completely separate and provides extra peace of mind.
As of June 2024, the new version of Stock Profit no longer has Drive access, so automatic backups are not available. You need to manually make a copy of the spreadsheet using 'File > Make a copy.'
Yes, the team is considering bringing Drive access back, possibly as a standalone script. This would allow for automated backups and other features like taking snapshots of your portfolio.
If the automated weekly backup option is enabled, you will receive an email notification when a backup is created.
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