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Why I switched from Sharesight to Navexa | Portfolio Tracker Comparison

Автор: Irene Zhu

Загружено: 2024-11-02

Просмотров: 7171

Описание:

I've been using Sharesight as my portfolio tracker for sometime, but recently I found a better app - Navexa. In this video I'll explain why I switched from Sharesight to Navexa, from user experience, such as API, Income Calendar, Taxable Income Report, to Advanced Features, from customer service to pricing.

🔎Try Navexa - The Portfolio Tracker (get 3 months off on annual subscription, use IRENE25 on checkout): https://geni.us/tMIZQ0
🔎 Free downloads: https://beacons.ai/irenezhu

👉Check my monthly portfolio update and support the channel:   / irenezhu   OR Youtube membership:    / @irenezhu  
👉 Check out my bookshelf and gears https://kit.co/Irene.Zhuaus

Stock valuation Platform I use:
🔎Be a smart Value investor by using Seeking Alpha Premium to get 20% discount with 7-day trial: https://www.sahg6dtr.com/392M6MZ/R74QP/
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Portfolio Management Platform I use:
📈 Manage your portfolio on Navexa and get 3 months off on your annual subscription: https://geni.us/ezjc

Money Smart deals I Use (Australia ONLY)
🔌 Switch to low-cost Electricity - Ovo Energy to get $120 credit to your account over the 12 months: https://ovoenergy.com.au/refer/brenda...
🔥 Switch your electricity & Gas by switching to Globird Energy (get $50 by quoting referral account 30151862) https://quote.globirdenergy.com.au/we...
📱 Join Woolworth Everyday mobile(10% off your grocery shop once a month ) to get $10 WISH eGift card by using the code EBDFD8 https://mobile.everyday.com.au/

📕 20万本英文原版电子书下载 200,000 English ebooks (10% off by using code 7053): https://ibook.life/7053
🎹 Music I use https://share.epidemicsound.com/2l6vj2
👩‍💻Tubebuddy https://www.tubebuddy.com/irenezhu

🛎️Disclaimer: Some of the links above are affiliate links, where I earn a small commission from your purchases at no additional cost to you. The content of the videos is for educational & entertainment purposes only and merely my opinions. I am not a financial adviser. All investments involve some risk, and there is no guarantee that you will succeed. To make the best financial decisions that suit your own needs, you must conduct your own research and seek the advice of a licensed financial adviser if necessary.

Chapters
00:00 Intro
00:43 1. Ease of Use
01:37 Income Calendar
02:06 Taxable Income Report
02:22 2. Advanced Features - mobile app
02:47 Cryptocurrency
03:04 ATO myTax Report
03:24 Manual Parcel Selection
05:15 3. Customer Service
05:39 4. Pricing

Why I switched from Sharesight to Navexa | Portfolio Tracker Comparison

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