Blog

Why an investor chooses Sharesight over spreadsheets

by Stephanie Stefanovic, Content Manager, Sharesight | May 16th 2023

Part of our customer experience series, this video features Marcus E., an investor who has been tracking his portfolios with Sharesight since 2018.

Marcus was looking for a simple online portfolio management solution and came across Sharesight, a solution that is able to grow with his changing investment needs.

For Marcus, Sharesight is all about the ability to go beyond a spreadsheet. Sharesight helps him to streamline his multiple portfolios, including his self-managed superannuation fund, personal portfolios, and his parents’ portfolios. With Sharesight, he also gains easy access to reporting insights for specific targeted requirements.

Watch the video to discover Marcus’ investing journey with Sharesight:

Embedded content: https://www.youtube.com/watch?v=gPkPqizr0nE

Ditch the spreadsheet with Sharesight

If you’re not already using Sharesight, what are you waiting for? Ditch the spreadsheet and start automatically tracking the performance of your investment portfolio with Sharesight. Sign up today so you can:

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

FURTHER READING

Track RBC Direct trades with Sharesight

Import RBC Direct Investing trades to Sharesight

by Stephanie Stefanovic | Jul 14th 2024

If you’re a Canadian investor trading with RBC Direct Investing, you can easily import your trading data to your Sharesight portfolio.

July 2024 product updates

Sharesight product updates – July 2024

by Ben Clendon | Jul 9th 2024

This month's focus was on expanding our broker and crypto support, improvements to billing and the introduction of the new holdings page to consolidated views.

Taxable income report for Australian investors

Taxable income report for Australian investors

by Stephanie Stefanovic | Jul 8th 2024

Sharesight's taxable income report is designed to meet the needs of Australian investors filing tax returns for the ATO.