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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 171-180 out of 410

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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D

David

04/08/22

4 out of 5

It's a good tool unavailable in sites…

It's a good tool unavailable in sites such as CommSec, but I think the plans are a bit expensive given the amount of work you still have to do on your own. I do like the reports though.

CC

Charles Carnegie

04/08/22

3 out of 5

The concept is great

The concept is great, but you are a long away from being a portfolio management tool that can help with tax and performance. E.g. Cash is an asset class.

CC

Charles Carnegie

04/08/22

3 out of 5

The concept is great

The concept is great, but you are a long away from being a portfolio management tool that can help with tax and performance. E.g. Cash is an asset class.

K

Kathy

04/05/22

4 out of 5

Find it a valuable Tool for my tax…

Find it a valuable Tool for my tax return and also dividend percentages Any help I have asked for has been efficiently answered by your team Thoroughly recommend.

T

Taslewis

04/05/22

4 out of 5

This portfolio system is excellent

This portfolio system is excellent, very like Praemium. I would like to be able to put in the total cost rather than the price when manually inputting purchases and sales.

GR

Gabriel Ripka

04/05/22

4 out of 5

Has really simplified keeping track of…

Has really simplified keeping track of share transactions and providing relevant

RC

ROBERT CLIPPINGDALE

04/04/22

4 out of 5

I find sharesight very effective in…

I find sharesight very effective in maintaining my portfolios, my accountan likes t too!! I have troube with my broker they only recognize 1 extra email not the one for each portfolio Well done Bob

M

Mark

04/03/22

4 out of 5

I've been a customer for about 5 yrs

I've been a customer for about 5 yrs. I love Sharesight. It does most everything I need it to -- except Crypto, which is why it loses a star. That said, the team is constantly improving the system, so I live in hope. I wouldn't be without Sharesight -- great user interface, great support and it makes my life a lot easier.

V

VH

04/03/22

4 out of 5

Overall great service

Overall, Sharesight has been a useful tool to keep track of my stocks. The CGT/income tax reports are particularly very helpful when it comes to tax time, which is the main reason why I pay for a subscription. It would be great if the automatic trade imports were quicker. I usually have to wait for a few minutes and keep refreshing the page to check if the imports were successful. Sometimes I get a notification via email that my imports were successful and sometimes I don't. For the ...

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