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

Sharesight Wealth Management Awards 2025 Wealth Tech Innovator of the Year

Sharesight nominated for 2025 Wealth Tech Innovator of the Year

by Stephanie Stefanovic | Jul 10th 2025

Sharesight has been chosen as a finalist in the 2025 Australian Wealth Management Awards, in the Wealth Tech Innovator of the Year category.

Historical cost report (2)

Prepare your annual accounts with our historical cost report

by Stephanie Stefanovic | Jul 9th 2025

Sharesight's historical cost report is a powerful tool for investors who need to prepare annual accounts or financial statements with mark-to-market accounting.

Product updates July

Sharesight product updates – July 2025

by Ben Clendon | Jul 9th 2025

This month's focus was on rolling out predictive income forecasting, as well as improved cash account syncing across different brokers and currencies.