In this episode I had the pleasure of welcoming Prashant Mohan, Chief Marketing Officer of Sharesight, to discuss the importance of tracking your investments and optimizing your portfolio.

Prashant's journey began as a software developer, eventually leading him to roles at Google and Westpac before diving into the fintech space. His experience at Google, a company known for its data-driven approach, taught him the importance of prioritizing and analyzing data for business decision-making.

One of the key takeaways from our conversation was the concept of emotional investing. Prashant shared his personal experiences, highlighting the challenges investors face when trying to time the market or reacting to news. This often leads to buying at the peak, a common mistake among retail investors.

Here's a link to the blog post: https://www.sharesforbeginners.com/blog/sharesight-portfolio-tracking

Portfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at this link. Here's a review with more information about Sharesight https://www.sharesforbeginners.com/sharesight-portfolio-tracking

Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will 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 a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.

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