Expert Investor: Sharesight CEO Doug Morris

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Given the recent state of the markets, now may not be the time you want a deeper insight into your investing portfolio. However, when you’re ready to look, today’s guest thinks he can show you a better way.

We sat down with Doug Morris, the CEO of portfolio-tracking service Sharesight, to learn about his personal investing journey and the work he is doing at Sharesight. After starting his career in the US and spending 5 years at stock research giant Morningstar, Doug joined Sharesight in 2013 and was promoted to CEO in 2015, where he has served ever since.

We were actually introduced to Sharesight by the Equity Mates community, and in this interview we unpack what Sharesight offers over tracking your portfolio through your brokerage account or in a spreadsheet. We also get Doug’s view on the current state of the market and unpack some of the lessons he’s learnt through his career in finance.

For Equity Mates listeners, Sharesight is offering the first two months free when you purchase an annual subscription. So if you’re ready to gain a deeper insight into your portfolio, and discover an easier way to manage tax reporting, sign up today at:

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