How one investor uses Sharesight as a roadmap for investing success
Part of our Sharesight customer experience series, this video features Phil Muscatello, host of the "Shares for Beginners" podcast and a Sharesight customer since 2019.
Right from the start, Phil found Sharesight easy to use. He describes Sharesight as a fantastic tool, not just for recording trades but for providing a roadmap to move forward in investing. Sharesight also assists Phil in providing portfolio performance insights and uncovering future opportunities for investing passive income.
"It is rare to find a product that is so flexible and can give you so much information from so many different angles," he says.
According to Phil, the power of this information is what helps people become better investors.
Watch the video to discover Phil’s investing journey with Sharesight:
Embedded content: https://www.youtube.com/watch?v=lni4rGKxKC0
Become a better investor with Sharesight
If you’re not already using Sharesight, what are you waiting for? Join hundreds of thousands of investors using Sharesight to track their portfolio and make smarter investment decisions. 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
Cybersecurity best practices for financial advisors
Learn how to protect your advisory practice from growing cyber threats and build resilience with key strategies for compliance and data security.
Why risk and return is more important than ever for investors
Choosing the right risk profile for your portfolio (and actually sticking to it) can make or break your investment strategy.
Export your trading history with Sharesight's all trades report
Sharesight’s all trades report makes it easy to view your trading history at a glance, or export the data to send to your accountant.