How one investor uses Sharesight to take control of her investments
Part of our Sharesight customer experience series, this video features Mathilde K., an investor who has been tracking her portfolio with Sharesight since 2019.
When Mathilde and her husband launched their veterinary business and started managing their own money, they looked for a tool that would also allow them to take better control of their financial investments.
For Mathilde, Shareight does everything she needs to manage her portfolios and it does it automatically. All she needs to do is approve the dividends as they come through and check on reporting insights to see how things are tracking.
Mathilde finds Sharesight easy to use, and recommends Sharesight for anyone who is looking to keep track of what they’re doing with their investments – from new investors to day-traders.
Watch the video to discover Mathilde’s investing journey with Sharesight.
Embedded content: https://www.youtube.com/watch?v=fuQua22Wkro
Take control of your investment portfolio with Sharesight
If you’re not already using Sharesight, what are you waiting for? Join hundreds of thousands of investors using Sharesight to take control of their portfolio and track the performance of all their investments. 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
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For May, key updates include a huge expansion of our crypto support, a new wizard to bulk upload custom investment prices, and support for another 56 countries.
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