Douglas Morris - CEO at Sharesight Limited

Episode blog post available here https://www.sharesforbeginners.com/blog/douglas-morris-ceo-of-sharesight.

Doug joined me to chat about Sharesight and the services they provide in portfolio record keeping. An important part of share ownership is record keeping.

In these interviews I like to gather tips and advice on how the markets work, investment styles and expertise. Doug and I covered:

• The history of Sharesight
• Morningstar research
• Benchmarking
• Tax treatment of ETFs and those gnarly statements
• The changing shape of the financial services industry
• Annualised performance
• Index hugging
• The features of Sharesight

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is or information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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