How one investor uses Sharesight to understand her true performance

Part of our Sharesight customer experience series, this video features Nikky W., an investor who has been tracking her portfolio with Sharesight since 2020.

Nikky and her husband’s interest in investing led them to Sharesight as an easy way to manage their share portfolios.

According to Nikky, Sharesight provides her with a very clear indication of how much she has earned on her investments and the average cost of her shares, giving her a true understanding of her financial position across her portfolios.

In general, Nikky has found Sharesight to be a user-friendly tool that enables her to make important decisions around buying and selling, while helping her understand what is happening with her shares.

Sharesight’s integration with other platforms has also really helped Nikky save time, with consolidated reporting and the ability to import trades from multiple brokers.

Watch the video to discover Nikky’s investing journey with Sharesight.

Embedded content: https://www.youtube.com/watch?v=kdG9RomUJLU]

See your true performance with Sharesight

If you’re not already using Sharesight, what are you waiting for? Join hundreds of thousands of investors using Sharesight to see the full picture of their investment performance. Sign up today so you can:

• Track all your investments in one place, including stocks in over 40 major global markets, mutual/managed funds, property, and even cryptocurrency
• Automatically track your dividend and distribution income from stocks, ETFs and mutual/managed funds
• Run powerful reports built for investors, including performance, portfolio diversity, contribution analysis, multi-period, multi-currency valuation and future income (upcoming dividends)
• Easily share access to your portfolio with family members, your accountant or other financial professionals so they can see the same picture of your investments as you do

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.

FURTHER READING

• How your broker’s performance numbers mislead you
• How one investor uses Sharesight as a roadmap for investing success
• 4 ways to be a prepared investor this year