Скачать или смотреть Sharesight: Your Ticket to Stress-Free Investment Tracking with Doug Morris

On today’s episode, Kyle Grieve chats with Sharesight CEO Doug Morris about an app that Kyle, Stig, and Clay all use anyways. Sharesight!

Kyle struggled to find an app that accurately tracked his stocks held in different brokerage accounts. He tried several apps, including Morningstar, Seeking Alpha, and Yahoo Finance. However, none of them could track the performance of his portfolio accurately.

Kyle wanted to optimize his investments and discovered Sharesight, which allowed him to easily see the performance of his investments from a bird's eye view. The tool accounted for things like averaging up or down in a position, gains from dividends, and gains and losses for foreign exchange. Today, Kyle will demo Sharesight and ask its CEO, Doug Morris, some questions.

🎉 Win 1-year membership to Sharesight: https://forms.gle/DHHncpKRZbCosBPX6 *
*Entries are now closed. Sharesights will directly contact winners.

▶️ Sharesight YouTube Channel:    / @sharesight  

IN THIS EPISODE YOU’LL LEARN:
Intro
Why Sharesight is the leading performance tracking tool and tax reporting solution for investors
Visualize the standardized view of performance vs your desired benchmark
How Sharesight allows you to see multiple holdings from different brokerages as one consolidated portfolio
The power of Sharesights performance tracking capabilities you don’t get from apps like Yahoo Finance or Apple’s Stocks app
How Sharesight accounts for dividends in your returns
How Sharesight allows you to bring in stocks from a variety of brokers in different countries and currencies
Sharesights ability to account for average cost basis of your stocks after splits, takeovers, and spin-offs
How to use contribution analysis to quickly view which of your stocks is positively and negatively contributing to your returns
How to use custom groups to get a better understanding of your holdings

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