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Bitesize: Tax Time 101

Get Started Investing

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How to Track Your Portfolio

Ren: How can I track my portfolio? It is annoying to calculate dividends and capital gains, and something that so many investors miss. If you don't claim your capital losses, you can't offset them without against gains in future years. ShareSight has the ability to track the price, performance, and dividends from over 240,000 global stocks, crypto, ETFs, and funds. So, Ren, I can see it all in one spot. The dividends are automatic. I click and say I've sold it at this price. It tells me what my capital losses capital gains are. Super helpful for tax reporting tax time. You have been listening to an equity mates media production.

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