I’ve been using Sharesight for years to record all our share purchases and dividend payments easily in one place.
It tracks performance, plus you can generate quick tax reports for income and capital gains, which makes tax season so much easier.
Sharesight is also completely free if you have 10 holdings or less!
Strong Money readers save 4 months off the price of their premium plans using this link.
I share my thoughts on moving from being ‘goal focused’ all the time, towards the ‘enjoyment phase’ of your life when you reach FI. And how to do this while still feeling productive, happy, and doing things that matter to you.
I look at the many pros and cons of DIY vs Outsourcing, and why the tradeoffs are different for everyone. I also share my approach and explain how to figure out what’s best for your situation.
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