Blog

How one investor uses Sharesight as a roadmap for investing success

by Stephanie Stefanovic, Content Manager, Sharesight | Feb 9th 2023

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

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FURTHER READING

Sharesight exposure report

See what’s inside your ETFs with Sharesight’s exposure report

by Stephanie Stefanovic | Nov 21st 2023

See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.

Why KmacD Financial uses Sharesight

How KmacD Financial streamlines reporting and saves time with Sharesight

by Diana Ioppolo | Nov 15th 2023

We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.

release notes

Sharesight product updates – November 2023

by Ben Clendon | Nov 10th 2023

The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.