Sharesight: Tracking your Investment Portfolio — a visual walkthrough.

Sharesight: Tracking your Investment Portfolio — a visual walkthrough.

A common question I receive is what method I use to track my portfolio. There are ways to do this manually in Excel, although I find that process too laborious and prone to error. My preference has always been a “one-stop shop” type of program where I can input (or have automatically updated via broker) [...]

Budgeting for Success

Budgeting grows your nest egg. There is no easier way to keep money in your pocket than setting a reasonable expense limit each month and sticking to it. One cold day in December, after spending far too much on UberEats, I decided to take budgeting seriously. I created Google Sheets spreadsheet with the first page [...]