Listen "Episode 18. Portfolio Reporting - Sharesight"
Episode Synopsis
What do you use to track your portfolio's performance? Does your reporting software take into consideration things like franking credits, DRP and currency conversion?Today I have the pleasure of speaking to Doug Morris, the CEO of Sharesight, the best share portfolio tracker for Aussie investors. But Sharesight does a lot more than simply telling you the true performance of your portfolio. There’s a bunch of other useful tools and features available and some of which we are going to cover today.In today's episode we chat about:- How Sharesight can help show your true performance- Tax reports to making lodging your tax return a breeze- Historic share data to quickly see how a theoretical portfolio would have done in the previous decade or twoand much more
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