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Sharesight - Investment Portfolio Management Software

Sharesight Reviews in May 2025: User Ratings, Pros & Cons

Monitor, manage, and maximize your stock portfolio.

4.4

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

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Sharesight Reviews & Ratings

4.4

Very Good

Based on 218 ratings & 410 reviews

Rating Distribution

Excellent

(291)

Very Good

(62)

Good

(27)

Poor

(2)

Terible

(28)

Expert's Review

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 understanding and 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 unaccessible and unreliable at times, with no external support available.

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

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Showing 131-140 out of 410

GD

Greg Dollimore

07/31/22

5 out of 5

So happy I found Sharesight

So happy I found Sharesight, and so is my accountant! I trade on the AUS and USA markets, so some complicated FIF rules to follow being based in New Zealand. Your product has saved so much time and effort in year end tax reporting. Thank you!

SH

santana henry

07/28/22

5 out of 5

THEE ENTITY OF BARRICK ROTHSCHILD

THEE ENTITY OF BARRICK ROTHSCHILD. A INDEPENDENT PROF CRYPTOGRAPHIC ENGINEER AND SCIENTIST OF PROACTIVE DATA ANALYSIS DEVELOPMENT & RESEARCH... KNOWN TO BE A GREAT ANGEL INVESTOR AMONGST NEXGEN ELITE'S HAS RECOMMENDED THIS INTERGRATION TO BE RANKED HIS NUMBER 1# MOST PROFITABLE FEATURE HE USES TO HELP GROW HIS ENTREPRENEURIALSHIP IN ORDER TO PROSPER IN AN ENTIRELY NEW LEVEL THAT WAS INITIALLY A PLAN OF THOUGHT.... THANKS TO SHARESIGHT FROM OUR ACTIVE TEAM APART OF LEGION WE ALL SALUTE YOUR ...

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MC

Matthew Caunt

07/26/22

5 out of 5

Love the product which I use daily :)

Love the product which I use daily :) It now contains my entire history and tracks my future holdings growth. My only problem is i'm always running short of portfolios (even after the upgrade). It would be good on the expert tier to be able to add singles or blocks of 5 above the 10 limit.

AL

Anna Lane

07/24/22

5 out of 5

Excellent tracking of dividends, movement and performance

I have found the Sharesight platform has changed significantly how I administer and understand the performance of our portfolio. We use DRPs so being able to track the share volume whilst recording the dividend makes everything so much easier. Plus planning for the year end reporting is enabled through the touch of a button. Yet what has been transforming is the ease by which to keep the details ip to date. This enables quick reviews with the latest portfolio data.

D

Daniel

07/24/22

4 out of 5

A great tool

Sharesight has been a great platform for managing and reporting on my share portfolio. Tax time was a breeze thanks to the automated calculations.

RI

Rose I

07/13/22

5 out of 5

ShareSight is a VERY good product for…

ShareSight is a VERY good product for SMSF investing and paperwork. Also v good for personal stocks. Appreciate them continuously updating and introducing new features that make things better for the user. Some limitations, like not enough Consolidated Views, but hopefully they will work on that.

A

Anne

07/10/22

5 out of 5

Instant data for investors. I love Sharesight.

I've been using Sharesight for the last two years to track my ETF's, other shares, overseas shares, managed funds and crypto. After entering all my investments and trades, all I need to do is confirm dividends, and add any trades. It makes tax data collection a lot easier, and gives me a fun (and occasionally scary) way to keep track of the value of my investments. I heard about Sharesight on the Fire and Chill podcast and got a good discount for my first year. I have used Sharesight's ...

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JJ

John Jarvie

07/03/22

5 out of 5

Still navigating my way around it.

Still navigating my way around it. But all good.

TH

Thanh Ha

07/03/22

3 out of 5

Used this product for a year

Used this product for a year, for the tier that I am paying. I believe that my US stocks should be shown in USD currency and not CDN. If I needed more then just USD currency to be shown then the next tier should show all international currency and not just USD & CDN. So far pretty happy with the product

TH

Thanh Ha

07/03/22

3 out of 5

Used this product for a year

Used this product for a year, for the tier that I am paying. I believe that my US stocks should be shown in USD currency and not CDN. If I needed more then just USD currency to be shown then the next tier should show all international currency and not just USD & CDN. So far pretty happy with the product