Sharesight vs Kubera: Which Investment Tracking Tool is Right for You?

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In this video, I compare two of the most popular investment tracking tools and investment apps: Sharesight and Kubera. Whether you're a beginner or a seasoned investor, finding the right investment tracking tool can make all the difference. We'll take a deep dive into the features, pricing, customer support, and security of both platforms to help you make an informed decision. Sharesight is a comprehensive investment tracking tool with a user-friendly interface, while Kubera offers a holistic approach to personal finance and investment tracking. Both platforms have their strengths and weaknesses, and we'll help you decide which one is right for you. Watch now and discover which investment tracking tool is the best fit for your needs.
📈 Start by tracking up to 10 holdings now for FREE (Sharesight coupon code) by clicking here: www.sharesight.com/moneywithdan/
If you use my above link to access Sharesight you will get the first 4 months FREE if you ever decide to upgrade from the FREE plan to a paid subscription to create more than 1 portfolio and add more than 10 holdings.
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Опубликовано:

6 авг 2024

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Комментарии : 9

@southcoastdreams75 Год назад

I haven’t heard of Kubera before. Thanks!

@MoneywithDan Год назад

it’s not bad but I think Sharesight is still better for most still.

@rufdymond 11 месяцев назад

Both of these are too expensive - the problem with Sharesight is the pricing structure. The $11.25 would be ideal for me, but because it only allows you to upload 30 holdings it won’t work for me. The unlimited holdings option at $18 per month is too expensive.

@MoneywithDan 11 месяцев назад

I understand. A few ways I justify it are the fees are tax deductible to me and better up to date reporting, particularly, tax helps me make better investment decisions that help me save tax and avoid losing money.

@anthonysticca3785 Год назад

Hi Dan. Any chance you could show your subscribers how to create a spreadsheet with etf holdings and adjusted cost base calculations??

@MoneywithDan Год назад

Thanks for the idea Anthony. I can definitely create something and I can take a look in June. I typically recommend Sharesight for this subject as more accurate, automatic and it’s free for less than 10 investments which is usually plenty for etf investors. It’s what I use personally instead of a spreadsheet.

@anthonysticca3785 Год назад

@@MoneywithDan Thanks Dan. My concern with using sharesight as opposed to a spreadsheet is what happens in 10 - 20yrs time if they no longer exist??

@MoneywithDan Год назад

@@anthonysticca3785 I too have had that thought. I over came that issue when I found I can export all my transactions to Excel. I also had an issue with privacy but I also overcame that issue too since you don’t need to share your personal if you don’t want too.

@MoneywithDan Год назад

📈 Click here: www.sharesight.com/moneywithdan/ to start tracking up to 10 holdings for FREE with Sharesight. By using this link you will save up to 4 months of subscription price if you later decide to upgrade to a paid plan with more features.

24:48

How to Use Sharesight: The Ultimate Portfolio Tracker

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