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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 161-170 out of 410

SG

Steven Gaertner

04/12/22

5 out of 5

Sharesight makes keeping records and…

Sharesight makes keeping records and staying on top of things a dream, couldnt imagine investing without them.

SG

Steven Gaertner

04/12/22

5 out of 5

Sharesight makes keeping records and…

Sharesight makes keeping records and staying on top of things a dream, couldnt imagine investing without them.

M

Martin

04/11/22

5 out of 5

Invaluable tool to manage my portfolio…

Invaluable tool to manage my portfolio as I begin my early retirement and need to draw income for the first time. Lots of clever options & tools to provide reporting analysis tailored to how I want to segment my investments. I appreciate the alerts on price changes and corporate actions plus the weekly portfolio performance snapshot.

M

Martin

04/11/22

5 out of 5

Invaluable tool to manage my portfolio…

Invaluable tool to manage my portfolio as I begin my early retirement and need to draw income for the first time. Lots of clever options & tools to provide reporting analysis tailored to how I want to segment my investments. I appreciate the alerts on price changes and corporate actions plus the weekly portfolio performance snapshot.

CR

Charles Reiter

04/11/22

4 out of 5

Great service and a good value

Great service and a good value for those looking to monitor their portfolio performance against multiple benchmarks and measure diversification per your own self defined stock classifications. The program is unique in its flexibility allowing you to better position your portfolio in fast changing markers. The program also offers many useful standard reports formats as well. The ability to monitoring multiple portfolios or combine portfolios allows for a better insight and evaluation of ...

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M

Mitch

04/11/22

3 out of 5

I very rarely bother with reviews

I very rarely bother with reviews, but on this occasion i thought i would take the time to give my thoughts. i have a paid subscription, i seldom login to the platform, the reason i keep the subscription is in the hopes my accountant will familiarise himself with the program and clean the portfolios up, i know the program has plenty of potential, i know my accountant will get a lot of use out of it. The graphs are a little basic and confusing to a point, so i stick to my trading platforms ...

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M

Mitch

04/11/22

3 out of 5

I very rarely bother with reviews

I very rarely bother with reviews, but on this occasion i thought i would take the time to give my thoughts. i have a paid subscription, i seldom login to the platform, the reason i keep the subscription is in the hopes my accountant will familiarise himself with the program and clean the portfolios up, i know the program has plenty of potential, i know my accountant will get a lot of use out of it. The graphs are a little basic and confusing to a point, so i stick to my trading platforms ...

Read more

M

Mat

04/10/22

5 out of 5

Very easy to use and always up to date.

Date of experience: April 11, 2022

M

Mat

04/10/22

5 out of 5

Very easy to use and always up to date.

Date of experience: April 11, 2022

RJ

Roy Jacobi

04/09/22

5 out of 5

A brilliant sharemarket companion.

I have been using Sharesight for a number of years to monitor several share portfolios I own. I like that the results are current and that I am able to see divident results that are current, previous and forcasted. I also like that I can use various built in reports to view results that are important to me. The application has continually improved over the years and at tax time, I can confirm with my accountant the results for the year. Since the introduction of the mobile App, it has ...

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