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Sharesight - Investment Portfolio Management Software

Sharesight Reviews in July 2026: User Ratings, Pros & Cons

Monitor, manage, and maximize your stock portfolio.

4.49

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Starts from $12 / Month, also offers free forever plan

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Sharesight Reviews & Ratings

4.49

Very Good

Based on 460 ratings & 460 reviews

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Rating Distribution

Excellent

(341)

Very Good

(62)

Good

(27)

Poor

(2)

Terrible

(28)

Spotsaas Editor’s POV

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 ...Read more

Sharesight pros and cons

  • Provides clear performance tracking of investments, saving time and effort.

  • User-friendly interface, suitable for both beginners and experienced users.

  • Helpful for tax reporting and CGT calculations, contributing to portfolio management.

  • Efficient customer support, prompt response, and assistance.

  • Platform can be inaccessible and unreliable at times, with no external support available.

  • High pricing, perceived as overpriced for the service provided.

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Showing 1-10 out of 460

AP

Alan Papert

01/13/26

5 out of 5

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

5 out of 5

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 queries.Sharesight have added in new features which are useful for example the future income report and the calendar. Both of these are great when balancing your overall income for the year.I have a far better understanding of my portfolio compared to information from my stockbroker.

LH

Lans Hansen

01/06/26

5 out of 5

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 perfectly with my Interactive Brokers account, and was worth the yearly subscription for just the FIF report function! I've increasingly started using the 'Diversity' Report function, with custom categories to keep track of my exposure across industries and themes, which has been great in this market.

G

Gabriele

01/06/26

5 out of 5

Great tool for investors

Great tool for investorsGreat and friendly assistance

AP

Alan Papert

12/25/25

5 out of 5

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

5 out of 5

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.

W

William

12/16/25

5 out of 5

Outstanding webite for virtual trading

Outstanding webite for virtual trading. Excellent position management and abilty to run various reports.

WL

Wendy Li

12/16/25

5 out of 5

Professional and efficient help!

Professional and efficient help! Thank you.

A

Andrew

12/15/25

5 out of 5

Found it! Al Last

I have been looking for an application that records all my transactions and monitors performance on a granular scale. This does that and more.

DC

Dennis Conrad

12/13/25

5 out of 5

Sharesight is the best portfolio manager…

Just wanted to tell you that the new task tab is great. I am guilty of not taking the time to update date each of my holdings and this makes it much easier. The first portfolio I updated needed 750 some confirmations. Hate to think how long that would have taken me if I'd done each one manually. As my portfolios grow the more I appreciate the features for monitoring my portfolios that you have in Sharesight. thank you very much, keep up the good work, Dennis

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].