Blog

How one investor uses Sharesight as a roadmap for investing success

by Stephanie Stefanovic, Content Manager, Sharesight | Feb 9th 2023

Part of our Sharesight customer experience series, this video features Phil Muscatello, host of the "Shares for Beginners" podcast and a Sharesight customer since 2019.

Right from the start, Phil found Sharesight easy to use. He describes Sharesight as a fantastic tool, not just for recording trades but for providing a roadmap to move forward in investing. Sharesight also assists Phil in providing portfolio performance insights and uncovering future opportunities for investing passive income.

"It is rare to find a product that is so flexible and can give you so much information from so many different angles," he says.

According to Phil, the power of this information is what helps people become better investors.

Watch the video to discover Phil’s investing journey with Sharesight:

Embedded content: https://www.youtube.com/watch?v=lni4rGKxKC0

Become a better investor with Sharesight

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FURTHER READING

Sharesight app and web platform

Get the full Sharesight experience with the app and web platform

by Stephanie Stefanovic | Oct 22nd 2025

Learn how to get the most out of Sharesight by using the app and web platform together for performance tracking, analysis, reporting and tax planning.

myprosperity

See clients' full wealth picture with Sharesight and myprosperity

by Stephanie Stefanovic | Oct 17th 2025

Connect Sharesight and myprosperity to see clients’ full financial picture, streamline management, and deliver more insightful advice.

Product updates October

Sharesight product updates — October 2025

by Milly Brent, Business Analyst at Sharesight | Oct 16th 2025

This month we launched an income calendar for beta users, expanded broker support, made performance improvements, and progressed on another requested feature.