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Celebrate our 400th by ditching your spreadsheet

If you like to monitor your entire portfolio, with input on shares and funds from a global and Australian team of independent analysts, we have a great offer for you to try for a year.

To mark the 400th Edition of Firstlinks, I asked Morningstar (which bought the Firstlinks business in 2019) for their best price to combine full access to Morningstar Premium with the portfolio management software of Sharesight.

Premium gives insights into 50,000 Australian and global stocks and 2,000 funds not shared on free platforms. You might not agree with what Morningstar says, but it's a reference check and another opinion. The fund manager reports are without bias as no fund manager pays Morningstar for a report, unlike other ratings services.

I deliberately asked Morningstar to give you the best price rather than a trial. It's better that you commit to improving your record keeping, taking a look around the features of Morningstar Premium, learning how to use Sharesight features and committing to it. A trial is like a New Year resolution - too easy to walk away from. 

If you don't find it useful after a year, all it's cost you is $1 a day, and perhaps much less if you are eligible for a tax deduction. 

***

Celebrate Firstlinks’ 400th edition with a $365 subscription to Morningstar Premium for your first year.*

To experience Morningstar Premium’s independent research, data and tools for Firstlinks readers, please email mark.lamonica1@morningstar.com with the promo code DOLLARADAY and your full name.

You will then receive an email from Morning star with details on how to sign up securely to this special offer. 

Use code ‘DOLLARADAY’. Offer ends 12 April 2021.

Morningstar Premium comes with a Sharesight Investor Plan (up to $372 of value). If you’re an existing Sharesight subscriber, we’ll pick up the bill.**

If you derive income from investing, your subscription may be tax deductible.

Manage your portfolio easily with Morningstar Premium

  • Set up as many as three separate portfolios with unlimited securities
  • Keep track of your investments with automatic updates to your portfolios as you trade and collect investment income
  • Analyse your portfolio using our fully integrated data and research
  • Receive detailed tax and performance reporting quickly and easily

Know your exposure

Entering your holdings into the Portfolio Manager allows you to take a deep dive into your portfolio with Morningstar’s Portfolio X-Ray, with region, sector and style breakdowns.

Inspired investing? Here are the types of articles that subscribers can access in Morningstar Premium.

*New subscribers only.
**Up to the value of the Sharesight Investor Plan, pro rata refund paid by Sharesight on request.

 


 

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