If you invest in Israel, you probably hold Tel Aviv Stock Exchange shares in shekels alongside US stocks, global ETFs and some crypto, and no single broker app shows all of it in one place. This guide explains how a portfolio tracker handles TASE prices in ILS, multi-currency profit and loss, and price alerts, and what Israeli investors typically use today and where those tools stop.
What is a portfolio tracker and why do Israeli investors need one?
A portfolio tracker is a single app that combines every holding you own, across every broker and asset class, and shows your total value and profit in one currency. For an investor in Israel, that usually means Tel Aviv Stock Exchange (TASE) shares priced in shekels, US stocks and ETFs priced in dollars, and crypto priced against USD.
The problem is fragmentation. A typical resident holds TASE names through a local broker, US shares through Interactive Brokers (IBKR), and crypto on a separate exchange. Each app shows only its own slice, and none converts everything to ILS for a true bottom line.
- Your local broker shows TASE positions in shekels but ignores your dollar holdings.
- Interactive Brokers shows US stocks well but treats your Tel Aviv shares as an afterthought.
- Crypto exchanges show coins in USD or USDT and know nothing about your equities.
A tracker fixes this by pulling all of it together. PortfolioTrackr supports the Tel Aviv Stock Exchange (market code TAE) with prices in ILS, so a shekel-priced position sits next to a dollar-priced one in the same view.
Which exchange do Israeli investors track, and when does it trade?
Israeli investors track the Tel Aviv Stock Exchange (TASE), the country's single main equity market, home to the benchmark TA-35 index of large-cap shares and the broader TA-125. If you own local blue chips such as banks, defense and pharma names, they list here in shekels.
The Sunday-to-Thursday trading week
TASE trades on a Sunday-to-Thursday week, which is the single most confusing thing for anyone who also follows US and European markets. Your local shares are open on days when Wall Street is closed, and shut on Fridays when much of the world is trading.
- Tel Aviv shares update on Sunday while US markets sleep for the weekend.
- US stocks and ETFs keep their Monday-to-Friday rhythm, with settlement on a T+1 basis in the US since May 2024.
- Crypto never closes, so BTC-USD and ETH-USD move around the clock regardless of either calendar.
Within PortfolioTrackr the platform lists TASE trading Monday to Friday for scheduling purposes, and shekel prices refresh so your ILS total stays current across the week. The practical point for you is simple: one dashboard that keeps three different calendars straight without you doing the math.
What does ILS pricing and multi-currency profit and loss actually mean?
Multi-currency profit and loss means your gain or loss is measured in two layers at once: the local move of each asset, plus the currency move between that asset and your home currency, the shekel. If you hold AAPL and the dollar strengthens against the ILS, your position can gain in shekels even if the stock is flat in dollars.
This is where broker apps quietly mislead Israeli investors. Your US broker reports AAPL up or down in dollars, full stop. It has no idea your reference currency is the shekel, so the number you see is not your real result.
How the shekel view changes your numbers
- Local return: how the asset moved in its own currency, for example a US ETF in USD.
- FX return: how USD/ILS moved over the same period.
- Total ILS return: the two combined, which is your actual outcome as a resident spending shekels.
PortfolioTrackr runs multi-currency portfolios with every value convertible to ILS, drawing on 67 currencies for display and conversion. That lets you keep a mixed book of TASE shekels, US dollars and crypto and still read one honest total. If you want the deeper mechanics, our guide on portfolio tracker versus spreadsheet shows why manual FX conversion breaks down fast.
What is the local investing landscape Israeli investors should know?
The Israeli investing landscape splits between long-term tax-advantaged savings vehicles and ordinary brokerage accounts, and a tracker needs to accommodate both. Understanding the structure matters because not everything you own sits in a place you can connect to an app.
Tax-advantaged accounts by name
The best-known long-term vehicle is the Kupat Gemel, a provident fund that many residents use for retirement and general long-term saving. There are variants aimed at self-directed investing where you choose the underlying holdings yourself, and these have grown popular among people who want visibility into what they actually own.
- Kupat Gemel provident funds, including self-directed versions.
- Standard brokerage accounts for direct TASE and foreign shares.
- Foreign brokerage relationships, most commonly through Interactive Brokers, for US and global exposure.
Local brokers you will recognize
Israeli retail investors typically deal with a mix of local houses and one large foreign broker:
- Meitav, a major local investment house.
- Psagot, another established local name.
- Interactive Brokers (IBKR), the default for cheap access to US and global markets.
The catch is that these platforms do not talk to each other. Your Meitav statement and your IBKR account live in separate worlds, and your Kupat Gemel reporting is separate again. Consolidating them is exactly the job a tracker is built for.
How are dividends on foreign shares handled for Israeli holders?
Dividends from foreign shares, especially US-listed ones, are subject to withholding at the source before the cash reaches you, and the paperwork you file affects how that withholding is applied. This is a qualitative point, not a rate: the numbers change and vary by treaty, so treat any specific percentage you read online with suspicion.
The W-8BEN and why it matters
If you hold US shares through a broker, you will usually complete a W-8BEN form, which certifies you as a non-US person and lets treaty treatment apply to your US-source income such as dividends. Getting this on file with your broker is standard practice for a non-resident holding US equities.
- Foreign dividends are typically withheld at source before you receive them.
- The W-8BEN is the form that establishes your non-US status with the broker.
- Your final position depends on treaty terms and your own filing, which is a matter for a tax professional, not a blog.
A tracker's role here is record-keeping, not advice. PortfolioTrackr logs each dividend as it lands and rolls it into your total return in ILS, so you can see gross income across every holding in one place. What you owe and reclaim is a conversation for your accountant.
What do Israeli investors use today, and where do those tools stop?
Most Israeli investors today rely on a broker app plus a spreadsheet, and both hit a wall the moment your portfolio spans TASE, US markets and crypto. Here is the honest picture of the common options and their limits.
| Tool | Good at | Where it stops |
|---|---|---|
| Local broker app | TASE shares in ILS | Ignores foreign and crypto holdings |
| Interactive Brokers | US and global stocks | Weak on TASE, reports in USD not ILS |
| Crypto exchange | Coins in USD or USDT | No equities, no ILS total |
| Spreadsheet | Full control | Manual FX, stale prices, no alerts |
The spreadsheet deserves a fair hearing because plenty of disciplined investors run one well. The trouble is upkeep: you are hand-entering TASE closes, US prices and a USD/ILS rate, and the file is only as fresh as your last edit. Our comparison of six portfolio trackers lays out where dedicated tools pull ahead.
What a dedicated tracker adds
- Automatic ILS conversion across every asset, no manual FX cell.
- One combined view of TASE, US and crypto without three apps open.
- Price alerts so you do not have to watch the screen.
How does PortfolioTrackr fit for an Israel-based investor?
PortfolioTrackr fits by consolidating your TASE, US and crypto holdings into one shekel-denominated dashboard, with alerts delivered where you already are. It supports the Tel Aviv Stock Exchange (code TAE) with prices in ILS, runs multi-currency portfolios convertible to shekels, and sends price alerts via WhatsApp and Telegram.
Getting your holdings in
Connecting a broker is optional. You can start with manual entry, voice, text, CSV or a broker screenshot, all of which work on every plan, so you are never blocked waiting on an integration. Across the platform there are 100 stock exchanges, 67 currencies, and broker connectivity through the SnapTrade bridge covering 42 brokers, plus three direct integrations with Alpaca, Bybit and Interactive Brokers.
- Manual or screenshot entry for TASE positions and your Kupat Gemel holdings you want to mirror.
- Interactive Brokers as a direct integration for your US and global book.
- Bybit as a direct integration, or manual entry, for crypto.
If you want the step-by-step, see how to connect a brokerage account to a portfolio tracker, and if you hold coins alongside equities, our guide to tracking stocks and crypto together covers the mixed setup.
Alerts that report status, not orders
PortfolioTrackr checks every position and every watchlist level once a minute, around the clock, so you hear within a minute of your level being hit. Watchlist alerts are on every plan.
- Alerts arrive on WhatsApp and Telegram, not buried in an app you rarely open.
- They report status against your own levels: still below target, Target 1 reached, stop-loss level reached.
- A recurring alert repeats for the same target at most once every five minutes.
The tool tells you where a price sits relative to levels you set. It does not tell you what to do about it, and that distinction is deliberate.
The bottom line
For an investor in Israel juggling TASE shares in shekels, US stocks in dollars and crypto around the clock, the hard part is not any single account, it is seeing the whole thing in one honest ILS total. Broker apps and spreadsheets each solve a slice and leave the rest to you.
PortfolioTrackr covers the parts that matter for this audience: the Tel Aviv Stock Exchange in ILS, multi-currency profit and loss convertible to shekels, and price alerts via WhatsApp and Telegram within a minute of your level. Start by entering your positions manually or by screenshot, connect Interactive Brokers if you want automation, and check your own targets rather than waiting on anyone to tell you what to do.
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Frequently asked questions
Does PortfolioTrackr support the Tel Aviv Stock Exchange?
Yes. PortfolioTrackr supports the Tel Aviv Stock Exchange (market code TAE) with prices in ILS. Your TASE shares sit in the same dashboard as US stocks, ETFs and crypto, all convertible to shekels so you read one combined total rather than checking several separate broker apps.
Can I track TASE shares and US stocks together in shekels?
Yes. PortfolioTrackr runs multi-currency portfolios with every value convertible to ILS, drawing on 67 currencies. That means your dollar-priced US holdings and shekel-priced TASE shares combine into one ILS total, with profit and loss reflecting both the asset move and the USD/ILS currency move.
How does TASE trading week differ from US markets?
The Tel Aviv Stock Exchange trades on a Sunday-to-Thursday week, while US markets run Monday to Friday. Your local shares are open on Sunday when Wall Street is closed and shut on Friday when it trades. Crypto never closes, so a tracker keeps all three calendars aligned.
How are US dividends taxed for Israeli investors?
Dividends from US shares are withheld at source before you receive them, and non-US holders typically file a W-8BEN form to establish non-resident status for treaty treatment. Specific rates change and depend on treaty terms and your filing, so confirm the current details with a tax professional.
Can I get price alerts on WhatsApp or Telegram in Israel?
Yes. PortfolioTrackr sends price alerts via WhatsApp and Telegram, checking every position and watchlist level once a minute so you hear within a minute of your level being hit. Alerts report status against your own targets. Watchlist alerts are on every plan.