Sharesight Review: Is It The Right Investment Portfolio Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Plan Available
GDPRStarts from $12 / Month, also offers free forever plan
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
Blogs
What is Sharesight?
. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform offers a great way for investors to keep track of stock prices, trades, performance, and taxes. It's a convenient and user-friendly online tool that allows users to effortlessly track their holdings, including mutual funds and stocks, all in one place. It also automatically incorporates stock splits and lets users view a list of all dividends and distributions over any period. The platform's features allow investors to easily see the impact of dividends on total returns at both the holding and portfolio levels. With customizable organization options like industry, market, and custom groups, Sharesight makes it easy for investors to stay on
Pricing
Starts from $12 / Month
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
GDPRData residency:Global
Platform
Web + mobile app (iOS & Android)
Sharesight Software Demo
Sharesight was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Sharesight
- Use cases
- Individual investors managing stock portfolios, Freelancers and small business owners tracking investments, Medium to large enterprises with diverse investment holdings
- Team types
- Individual investors, Financial advisors managing client portfolios
- Company size
- Freelancers, Small to medium businesses
- Workflow style
- Simple and streamlined
- Setup complexity
- Low
Why teams choose Sharesight
Clear investment performance tracking saving time and effort
User-friendly interface suitable for beginners and experienced users
Helpful tax reporting and capital gains tax calculations
Is Sharesight right for you?
Best for individual investors needing simple, tax-focused stock portfolio tracking.
Choose Sharesight if
- You want automatic portfolio aggregation across multiple brokers and countries.
- You need built-in capital gains tax reporting and stock split adjustments.
- You prefer a user-friendly platform suitable for beginners and experienced users.
Consider alternatives if
- You are an active trader exceeding 1000 trades needing higher trade limits.
- You require a highly reliable platform with guaranteed 24/7 uptime.
What buyers should know before shortlisting Sharesight
Sharesight emerges as a robust tool for managing investments, with users appreciating its ability to streamline portfolio tracking and offer insightful performance data. Users find it particularly helpful for tax reporting, showcasing accurate CGT calculations and aiding in understanding overall portfolio profitability.
The platform's automatic data import feature simplifies the process, offering a user-friendly experience. Additionally, Sharesight's ability to aggregate various portfolios from different brokers and countries stands out, making it a valuable asset for those with diverse investment holdings.
However, some users have pointed out minor drawbacks, such as occasional inaccuracies in information and a need for more efficient customer support. Despite these slight limitations, Sharesight remains a commendable choice for individuals seeking a comprehensive and organized approach to managing their investments effectively.
The platform's continuous upgrades over the years reflect its commitment to providing a valuable service to users, making it a compelling option for investors looking for a reliable portfolio management solution.
Sharesight pros and cons
- Sharesight pros
Clear investment performance tracking saving time and effort
User-friendly interface suitable for beginners and experienced users
Helpful tax reporting and capital gains tax calculations
- Sharesight cons
Platform can be unreliable and inaccessible at times
High pricing perceived as expensive relative to features
Ready to try it?
Get started with Sharesight
Try the free plan and upgrade when ready.
Still comparing?
See how it stacks up
Compare Sharesight side-by-side with top Investment Portfolio Management Software alternatives.
What is the pricing of Sharesight?
Sharesight Pricing Plans
Free
Portfolios : 1
Holdings : 10
Custom Groups : 1
Supported Markets
Automatic Dividends an Adjustments
Show more +
Starter
$12
/Month
Portfolios : 1
Holdings : 20
Custom Groups : 1
Includes features of Free plan
Investor
$19
/Month
Portfolios : 3
Holdings : Unlimited
Custom Groups : 2
Includes features of Starter plan, plus
Cash Accounts
Show more +
Expert
$25
/Month
Portfolios : 5
Holdings : Unlimited
Custom Groups : 5
Includes features of Investor plan, plus
Contribution Analysis
Weighing your options?
Not sure if Sharesight fits your budget?
Sharesight reviews and ratings
Buyer sentiment
Users generally appreciate Sharesight for its ease of use and tax reporting capabilities but express concerns about reliability and pricing.
What buyers like
- Ease of use
- Investment performance tracking
- Tax reporting and CGT calculations
Common complaints
- Platform reliability issues
- Pricing concerns
Are you using Sharesight?
What users are saying
AP
Alan Papert
01/13/26
Great support team Attentive fast…
Great support team Attentive fast response This is the best share software in NZ and Australia
F
Fiona
01/10/26
Highly recommend for analysis of your portfolio income
Easy to use programme, and saved me heaps of time juggling spreadsheets.Good clear steps if your are unsure.Excellent rapid response to any ...
Read more
G
Gabriele
01/06/26
Great tool for investors
Great tool for investorsGreat and friendly assistance
LH
Lans Hansen
01/06/26
An essential Portfolio managementTool
I invest in US shares while based in NZ, and originally signed up with Sharesight to help calculate my NZ FIF tax liabilities. Sharesight links in ...
Read more
AP
Alan Papert
12/25/25
Best equity software for Australia and…
Best equity software for Australia and NZ easy to use and only software to deal with NZ tax correctly
TB
Tony Berry
12/23/25
Easy to use
Easy to use, concise and gives me the reports I need accurately. Accountants happy with the program and I now have control at my fingertips.
- See if Sharesight fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
Step 1 of 4
How big is your team?
We tailor recommendations to companies your size.
What are the features of Sharesight?
A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives…
Investment monitoring is a crucial feature for individuals and businesses looking to keep track of their financial investments. It involves…
Your firm will be able to hold funds in multiple currencies if you have a multi-currency bank account. When conducting a business across bor…
Performance analysis provides insights into how a system is operating by measuring, monitoring, and analyzing key aspects of software to ide…
Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfoli…
A report is a type of writing that is organized around identifying and examining issues, events, or results that have occurred in the physic…
Sharesight security and data handling
Key compliance certifications and security features for IT and security teams evaluating Sharesight.
Certifications
Security features
Developer & data
Alternatives to Sharesight
Sharesight Support Options
Frequently Asked Questions About Sharesight
Common questions buyers ask before choosing Sharesight.
Sharesight is a Investment Portfolio Management Software. Sharesight offers Portfolio Management, Investment Monitoring, Performance Analysis, Reports, Multi-Currency and many more functionalities.
Sharesight is a strong fit if: You want automatic portfolio aggregation across multiple brokers and countries.; You need built-in capital gains tax reporting and stock split adjustments.. Consider alternatives if: You are an active trader exceeding 1000 trades needing higher trade limits.; You require a highly reliable platform with guaranteed 24/7 uptime..
Buyers commonly note the following limitations of Sharesight: Platform can be unreliable and inaccessible at times; High pricing perceived as expensive relative to features; 1000 trade limit restricts use for active traders.
Some top alternatives to Sharesight includes Morningstar Direct, Morningstar Office, MProfit, Personal Capital and JCurve.
Sharesight offers Freemium, Subscription pricing models
The starting price of Sharesight is $12/Month
Ready to try it?
Get started with Sharesight
Get started with the free plan — no credit card required.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].