Posted in Keeping Track of Your Investments.

Sharesight Videos

Sharesight is an online portfolio management tool for DIY investors, accountants, and financial advisers. Sharesight syncs with brokers to track trades, dividends, and corporate actions automatically. Run performance and tax reports in one click. Connects with Xero. Share access with others.

If you can't see Sharesight's videos below visit Sharesight TV on YouTube

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In this two-part video series, we explore our new drawdown risk report, designed to measure a portfolio's downside risk.

We’ll demonstrate how to run the report and walk through various scenarios for using it effectively.

In the first video, we focus on two key metrics: maximum drawdown and return over maximum drawdown, and how to interpret them for better risk management. You can find the link to the first video in the description below.

0:00 - Intro
1:01 - Reports tab - drawdown risk report
1:06 - Settings
1:47 - Graph
3:15 - Benchmark
4:01 - Report
4:46 - Scenario 1 - benchmarking
7:11 - Scenario 2 - portfolio rebalancing
8:48 - Scenario 3 - retirement planning
10:58 - Scenario 4 - evaluate strategies & asset classes
12:53 - Closing
13:16 - Outro

For more information, please visit:
Sharesight - Drawdown risk report: https://youtu.be/lZOIcsG1QaM
Calculate portfolio risk with Sharesight's risk reporting tool: https://www.sharesight.com/blog/risk-report/
Drawdown Risk Report: https://help.sharesight.com/au/drawdown-risk-report/

*****
Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

Get started with Sharesight:
https://www.sharesight.com

Visit our help site:
https://help.sharesight.com

Join the Sharesight Community:
https://community.sharesight.com

In this two-part video series, we explore our new drawdown risk report, designed to measure a portfolio's downside risk.

We focus on two key metrics: maximum drawdown and return over maximum drawdown, and how to interpret them for better risk management.

In the second video, we’ll demonstrate how to run the report and walk through various scenarios for using it effectively. You can find the link to the second video in the description below.

0:00 - Intro
1:06 - What is maximum drawdown?
2:05 - Why is it useful?
2:59 - Limitations of maximum drawdown
4:48 - What is RoMaD?
5:56 - Why is it useful?
7:32 - 3 methods you can use to measure your portfolio
8:56 - Closing
9:18 - Outro

For more information, please visit:
Sharesight - Ways you can use the drawdown risk report: https://youtu.be/YzU203hqxDU
Calculate portfolio risk with Sharesight's risk reporting tool: https://www.sharesight.com/blog/risk-report/
Drawdown Risk Report: https://help.sharesight.com/au/drawdown-risk-report/

*****
Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

Get started with Sharesight:
https://www.sharesight.com

Visit our help site:
https://help.sharesight.com

Join the Sharesight Community:
https://community.sharesight.com

Join John Addis, Non-Executive Director at The Intelligent Investor and Sharesight, as he discusses investing mistakes with Sharesight's Prashant Mohan, drawing insights from his book 'How not to lose $1 million.'

0:00 - Intro
1:34 - How not to lose $1 million with John Addis
56:30 - Closing

Speakers:
Prashant Mohan, CMO at Sharesight
John Addis, Non-Executive Director at The Intelligent Investor and Sharesight

For more information, please visit:
Use code Sharesight20 for a 25% discount on all products at Major Street Publishing: https://majorstreet.com.au/collections/new-release/products/how-not-to-lose-1-million-br-i-small-by-john-addis-i-small
The art of the loss: Getting better through investing mistakes: https://www.sharesight.com/blog/the-art-of-the-loss/

*****
Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

Get started with Sharesight:
https://www.sharesight.com

Visit our help site:
https://help.sharesight.com

Join the Sharesight Community:
https://community.sharesight.com

Join Sharesight's CMO Prashant Mohan and @WebullGlobal's CEO Rob Talevski for an insightful discussion on the growing popularity of ETFs. They explore the different types available, while also diving into key topics like tracking, tax implications, and strategies to help investors navigate these factors effectively.

0:00 - Intro
00:12 - What is an ETF?
3:58 - What about ETFs that are domiciled in the US?
5:54 - How do leveraged or geared ETFs work?
7:32 - Is recurring investing in ETFs a popular strategy for the younger generation?
10:34 - Is there such a thing as too many ETFs?
13:06 - What should we know about tracking ETFs?
14:44 - Closing

Speakers:
Prashant Mohan, CMO at Sharesight
Rob Talevski, CEO at Webull Securities Australia

*****
Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

Get started with Sharesight:
https://www.sharesight.com

Visit our help site:
https://help.sharesight.com

Join the Sharesight Community:
https://community.sharesight.com

Sharesight’s Chairman Andrew Bird demonstrates how he uses Sharesight to manage his self-managed super fund (SMSF) and shares practical examples from his experience managing a variety of investments.

Webinar recording from 14 Nov 2024

0:00 - Intro
1:08 - Agenda
1:53 - Practical SMSF management with Sharesight
43:19 - Q&A

Speaker:
Andrew Bird, Chairman at Sharesight

Moderated by:
Prashant Mohan, CMO at Sharesight

For more information, please visit:
How I manage my SMSF with Sharesight: https://www.sharesight.com/blog/how-i-manage-my-smsf-with-sharesight/

*****
Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

Get started with Sharesight:
https://www.sharesight.com

Visit our help site:
https://help.sharesight.com

Join the Sharesight Community:
https://community.sharesight.com

On the 25th of July, we held an in-person panel event titled ‘Lessons from Investing Slip-Ups: A Candid Evening with Phil, Vince & Fiona’ at our Sharesight Sydney office.

Join experienced professionals Phil, Vince, and Fiona as they reflect on their mistakes and the key lessons they've learned. Attendees also engaged in interactive discussions, sharing their challenges, and gaining insights from each other.

Speakers:
Phil Muscatello, host of @Shares-for-Beginners-Podcast
Vince Scully, Founder & Chief of @mylifesherpa
Fiona Balzer, Policy & Advocacy Manager at the @australianshareholdersasn

Moderated by:
Prashant Mohan, CMO at Sharesight

0:05 - Emotional investing
9:07 - How to research for an investment
18:09 - Timing the market
22:37 - Overconfidence in investing
27:25 - Audience sharing their own experience
38:03 - Chasing trends
56:30 - Closing

*****
Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

Get started with Sharesight:
https://www.sharesight.com

Visit our help site:
https://help.sharesight.com

Join the Sharesight Community:
https://community.sharesight.com

On the 25th of July, we held an in-person panel event titled ‘Lessons from Investing Slip-Ups: A Candid Evening with Phil, Vince & Fiona’ at our Sharesight Sydney office.

Join experienced professionals Phil, Vince, and Fiona as they reflect on their mistakes and the key lessons they've learned. Attendees also engaged in interactive discussions, sharing their challenges, and gaining insights from each other.

Watch the video below for a complete recap of the event, including the trivia and the Q&A session.

Speakers:
Phil Muscatello, host of @Shares-for-Beginners-Podcast
Vince Scully, Founder & Chief of @mylifesherpa
Fiona Balzer, Policy & Advocacy Manager at the @australianshareholdersasn

Moderated by:
Prashant Mohan, CMO at Sharesight

0:00 - Intro
6:49 - Trivia
16:26 - Panel
1:13:23 - Closing

*****
Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

Get started with Sharesight:
https://www.sharesight.com

Visit our help site:
https://help.sharesight.com

Join the Sharesight Community:
https://community.sharesight.com

Gearing has become increasingly popular, and Australian investors now have access to a greater variety of geared ETFs. Discover insights on how to integrate gearing into your investment portfolios for long-term wealth creation.

Webinar recording from 25 Sep 2024

0:00 - Intro
0:41 - Agenda
2:42 - Geared ETF strategies to accelerate long term wealth creation
40:03 - Q&A

Speaker:
Cameron Gleeson, Senior Investment Strategist at @Betashares

Moderated by:
Prashant Mohan, CMO at Sharesight

*****
Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

Get started with Sharesight:
https://www.sharesight.com

Visit our help site:
https://help.sharesight.com

Join the Sharesight Community:
https://community.sharesight.com

Watch this video to discover how to import your trades from CMC into Sharesight, and how to use it for tracking your investment performance and managing tax reporting.

0:00 - Intro
0:24 - Connect CMC account to Sharesight
1:50 - Importing trades into Sharesight
2:02 - Reports - all trades report
2:23 - Download report from CMC
2:48 - Upload file on brokers tab - CMC
3:13 - Reports - tax reporting
3:37 - Closing
3:47 - Outro

For more information, please visit:
How to handle invalid holdings and corporate action: https://youtu.be/sMU8pwRbwNc
Tracking dividend reinvestment plans: https://youtu.be/TEPxEoen7QQ
Taxable income report: https://youtu.be/3NnZOBWZeCM
Capital gains tax report: https://youtu.be/RJOYhShuY_c

*****
Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

Get started with Sharesight:
https://www.sharesight.com

Visit our help site:
https://help.sharesight.com

Join the Sharesight Community:
https://community.sharesight.com

In this video, we will explore four ways ETF investors can make the most out of Sharesight. Effective tracking of ETF performance and understanding the tax implications are vital for keeping your investments on track and being well prepared.

0:00 - Intro
1:31 - Share checker
2:20 - Benchmarking
2:38 - Exposure report
3:21 - Tax reporting
4:34 - Closing
4:50 - Outro

For more information, please visit:
How to use the share checker: https://youtu.be/8VK1Z7Av6Zo
How to track exchange-traded funds (ETFs): https://www.sharesight.com/blog/how-to-track-exchange-traded-funds-etfs/
See what’s inside your ETFs with Sharesight’s exposure report: https://www.sharesight.com/blog/exposure-report/

*****
Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

Get started with Sharesight:
https://www.sharesight.com

Visit our help site:
https://help.sharesight.com

Join the Sharesight Community:
https://community.sharesight.com

Learn how to input the ETF tax components from your annual tax statements into the taxable income report. The examples shared in this video are for iShares and VanEck ETFs.

The Australian ETF distribution components for FY 23/24 are now available in Sharesight for the following:

GlobalX
Betashares
VanEck
Russell Investments
iShares
Vanguard
DJRE
STW
E200

0:00 - Intro
1:18 - Taxable income report
1:36 - iShares and VanEck example
1:40 - Select annual tax statement components - iShares AMIT components
1:46 - Input data in annual tax statement components - iShares AMIT components
5:36 - Select annual tax statement components - VanEck AMIT components
5:46 - Input data in annual tax statement components - VanEck AMIT components
9:00 - Closing
9:11 - Outro

For more information, please visit:
How Sharesight helps you handle Australian AMIT tax components: https://help.sharesight.com/au/au-amit-tax-components/
Australian ETF distribution components now available for FY23/24: https://www.sharesight.com/blog/australian-etf-distribution-components/

*****
Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

Get started with Sharesight:
https://www.sharesight.com

Visit our help site:
https://help.sharesight.com

Join the Sharesight Community:
https://community.sharesight.com

Discover how global investing provides diversification and access to growth opportunities beyond domestic markets. We cover a range of strategies and investment options, along with key aspects of risk management and tax considerations.

Webinar recording from 27 Aug 2024

0:00 - Intro
1:39 - Agenda
12:00 - How Tiger and Sharesight work together
35:58 - Q&A

Speakers:
Prashant Mohan, CMO at Sharesight
Ricky Yeo (Customer Support Team Manager at Sharesight)

*****
Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

Get started with Sharesight:
https://www.sharesight.com

Visit our help site:
https://help.sharesight.com

Join the Sharesight Community:
https://community.sharesight.com

Video

Last updated on 15 December 2020.