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ShareExpress Plus

Help Guide

Stock Portfolio Management program, cloud based.

This guide explains everything you need to know to add, track, edit, or delete stock transactions, and how to understand the different displays in your portfolio screen. It also covers advanced features like viewing your funds cash movement log, portfolio charts, reports, managing currencies, backups, and portfolio management.

1. Registering a New Account

To start using ShareExpress Plus you need to create an account.
(To learn about the different account types, please visit this page: ShareExpress Plus License Options)

  1. Go to the registration page.
  2. Enter a username (at least 5 characters, letters and numbers only), email, and password.
  3. Click "Register".
  4. You'll receive an activation email. Check your inbox (and spam folder) for the link.
  5. Click the activation link from the email to activate your account.
  6. Once activated, you can log in.

Tip: Usernames and emails must be unique. If taken, you'll see an error.

2. Activating Your Account

After registering:

  1. Open the activation email sent to you.
  2. Click the activation link.
  3. If successful, you'll see a message: "Account activated successfully! You can now log in."
  4. If the link is invalid or expired, request a new one via the resend activation page.

Please note: You can't log in until activated. Contact us if you are experiencing problems.

3. Logging In

To access your portfolio:

  1. Go to the login page.
  2. Enter your username and password.
  3. Click "Log In".
  4. If successful, you'll be redirected to the main portfolio screen.
  5. Start by adding your stock transactions in the same chronological order of execution, starting from the oldest trade.

Tip: If you forget your password, use the "Forgot Password" link.

4. Resetting Your Password

If you forget your password:

  1. Go to the forgot password page.
  2. Enter your email and click "Reset Password".
  3. Check your inbox for a reset link.
  4. Click the link, enter a new password (at least 6 characters), and confirm it.
  5. Click "Reset Password".
  6. Log in with your new password.

Tip: The reset link is one-time use. Request a new one if needed.

5. Adding a New Stock Transaction

To add a trade:

  1. Start with the main Portfolio Screen. If your portfolio is currently empty an "Add new stock" button will display.
  2. You must select your home currency before you can enter any trades. All trades will then be converted to your home currency by default. E.g. your home currency is AUD and you enter a USA based stock, the buy price (which must be entered in USD) will automatically be converted to AUD on all screens.

    Tip: Exchange rates can be manually or automatically updated from within the main menu.


  3. Add trades in the same chronological order of execution.
  4. Fill in details: Symbol, Type (Buy/Sell/Split/Dividend), Date, Quantity, Price (the price you paid in the stock's market currency, E.g. USD for USA stocks, AUD for Australian dollars, NZD for New Zealand dollars), Fees, etc.
  5. Click "Add Transaction".
  6. The portfolio updates automatically. For new stocks, current market price will use the last stock trade price you paid. This can be updated manually.

Tip: Prices automatically convert to your home currency.

6. Adding a Stock Split or Consolidation

To record a split:

  1. Click the "Add trade" button available next to each stock in your portfolio.
  2. Select "Split" from the selection box.
  3. Enter Date, Ratio (e.g., "2:1"), Notes.
  4. Click "Add Split".
  5. Quantity adjusts automatically.
  6. Consolidations can be entered the same way, in reverse order. E.g. a company consolidated its shares 10 stocks to 1, enter the consolidation ratio 1:10.

7. Adding Dividends

To record dividends:

  1. Click the "Add trade" button next to the stock in your portfolio.
  2. Select "Dividend" from the selection box.
  3. Enter Date, Price (dividend amount paid per share), Fees (if any).
  4. Click "Add Dividend".
  5. Dividends are added to your Realised P/L and Funds Movement Log.

Tip: Dividends are treated as cash inflows and affect your funds movement report running balance.

8. Editing a Transaction

To edit:

  1. Click the small pencil icon next to the trade in the Stock Trade Summary section.
  2. Update fields and click "Update Transaction".

Note: Changing dates or quantities may affect calculations. Always review after edits.

9. Deleting a Transaction

To delete:

  1. Click the Delete next to the trade.
  2. Confirm deletion.

Warning: Deletions are permanent and affect portfolio calculations.

10. Updating Market Prices

Prices update automatically overnight. To update manually:

  1. Click the Mkt. price button in portfolio summary or the small pencil icon next to the Mkt. Price in the stock summary section.
  2. Enter new price and click "Update Price".

Tip: Market prices are automatically updated with previous day end of trade figures.

11. Viewing Stock Trade Summary

Click the small arrow next to a stock to expand:

Tip: Use this to verify calculations.

11. Understanding the Portfolio Summary main table


STOCK
(column is sortable)
 The stock symbol, with its corresponding market, is automatically added by the system based on your market selection when adding a new stock. Stock symbols and the stock trading market can be edited by clicking the small pencil icon available on the stock symbol left hand side.
UNITS
(column is sortable)
 The total number of stocks you hold with that company
AVG COST
(column is sortable)
 The average cost you paid per unit, recalculated whenever you make a buy transaction, brokerage and other purchase fees you've paid are included.
MKT PRICE
(column is sortable)
 Market price based on previous day close, or whenever you update the market price (via the stock summary screen). The system will use the price you originally paid at purchase time as the current market price  until the next price update.
INVESTED
(column is sortable)
 The total amount you have invested in that particular company, brokerage and other purchase fees included.
TOTAL VALUE
(column is sortable)
 Total value of the stocks you hold in a particular company based on current unit market price .
PROFIT/LOSS
(column is sortable)
 Total unrealised profit or loss, considering the total invested in that particular company against the parcel market price
ADD TRADE, MKT. PRICE, DELETE - buttons
(column is sortable)
 Function buttons, enable adding new trades for a particular company, updating its market price or completely deleting it from your portfolio (note, this will also delete the stock from all other reports).
ARCHIVE
Sold out stocks
 Sold out stocks will go into the archive section automatically. Click the View Archive button to see them.

Tip: Click any stock in the Portfolio Summary table to view the stock's trade history.


12. Understanding the Stock Trade History section


TRADE HISTORY (stock selection box)
 Use the selection box under Trade History to load the stock trade history report required.
STOCK SUMMARY
 Stock summary will list essential company information and current stock position on the market.
WHAT-IF CALC.
 This calculator will enable you to explore various Sale scenarios based on the actual average price you paid per unit for that stock, brokerage and other fees included.
ADD TRADE
 The add trade button will enable you to enter additional trade transactions for that company
MKT. PRICE
 Market price based on previous day close, or whenever you update the market price. The system will use the price you originally paid at purchase time as the current market price until the next day price update.
HOLDING
 The total number of stocks you hold with that company
AT AVG. COST
 The average cost basis you paid per unit, recalculated whenever you make a buy transaction, brokerage and other purchase fees you've paid included.
PARCEL VALUE
 The total amount you have invested in that particular company, brokerage and other purchase fees included.
REALISED P/L
 Actual profit/loss figure, updated every time you Sell or receive dividends. Calculations run since the time of your first stock purchase in that company.

13. Price History (Chart & Table)

Scroll down to the Stock Trade Summary section and click the small graph icon next to the stock Mkt. Price:

14. Viewing Your Funds Movement Log (Bank Balance)

ShareExpress Plus logs funds movement whenever you trade. This helps keep track of the cash flow in your trading account:

15. Charts

ShareExpress Plus offers a number of basic charting features to help you visualise your portfolio position.

Click the Charts link from within the menu button to access.

16. Viewing Reports

ShareExpress Plus offers a number of reports to help you around tax time.

Click Reports from the program main menu to load that page.

17. Exporting Particular Stock Data to CSV

ShareExpress Plus offers exporting to CSV particular stock trading information or the entire portfolio.

18. Managing Currency Settings and Exchange Rates

ShareExpress Plus enables you to hold and track stocks in three different markets, AUS, USA and NZ. The stocks will all be listed on the same portfolio screen, each with its market symbol attached to the stock code for easy reference.

Upon adding the first stock to your portfolio, you will be requested to select the currency of your home country (Default currency). All monetary values displayed in the main portfolio screen will be automatically converted to your home currency.

19. Backing Up and Restoring Your Data

ShareExpress Plus enables you to create backups of your portfolio and download for safekeeping. Your portfolio can also be easily restored to the last known backup date.

Warning: Restore overwrites all data!


Need More Help?

Try refreshing your portfolio page, double check symbols and transaction dates. Do not hesitate to contact us if needed.

We hope you enjoy ShareExpress Plus to manage and track your portfolio just as much as we enjoyed creating it!

Last updated: January 05, 2026