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Last edited 20/11/2022 - 16:48 by 1 other user
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is it the free on the paid version of sharesight with unlimited holdings ?
the free version of sharesight was always free but limited to 10 holdings.
Yes - with Morningstar you get the access to sharesight under the "investor plan" which has unlimited holdings and up to 4 portfolios. You almost get everything the "expert plan" has except multicurrency and multiperiod.
Should be all tax deductible too as its used in deriving taxable income ;)
Just wonder whether Morningstar US and Morningstar AU are the same? Seems to be much cheaper with the US price even with the recent exchange rate.
Unless you're a day trader or professional, i think this would be overkill for the average investor.
Yeh, I think unless you have a lot invested too. I wouldn't consider myself a professional or day trader, but put a substantial amount in shares and also manage my own SMSF.
Share sight doesn’t do the derivatives.. any suggestion for derivatives tracking?
Theres a 4 week trial too - and if you subscribe you get free access to sharesight which is a great program for tracking multiple portfolios, produces tax reports, tonnes of different types of reports, automation if you forward buy/sell contracts from many popular brokers etc.