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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 181-190 out of 410

EA

Ed Alvarez

04/02/22

5 out of 5

Whats to say but that you are the best!

Date of experience: April 03, 2022

WC

W. Clancy

04/02/22

5 out of 5

Well done team Sharesight

Well done team Sharesight You have put me at the top of my game with your excellent set up and easy to use account I am kicking goals from all over the paddock šŸ‘ Even the tax man is happy šŸ˜†

AM

Andrew M

04/02/22

4 out of 5

Keep the improvements coming

This is undoubtably an excellent product that I will keep using. It does have shortfalls that revolve around product maturity and I am hopeful that the product owners will look closely and improving the feature set. This stands out in a couple of areas, particularly integration with other tools. This is a great tool if you have a simple setup of one broker and one bank. It makes life easy. If you have multiple brokers and multiple banks things can get messy very quickly. Particularly if you ...

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DP

Desai Pty

04/02/22

4 out of 5

Sharesight is a MUSTHAVE!

I was always using spreadsheets to try and figure out how much my portfolio was earning and how much it was appreciating when I bought and sold the shares. I could only check the diff in prices and try to figure it out in a compounding scenario but was never confident that my figures were right. Then I discovered Sharesight! Cannot imagine how I could have managed for so many years without a reporting tool like Sharesight. Gives you a brilliant overview adding all dividends and taking ...

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GG

Gerry Gaffney

03/31/22

5 out of 5

A useful product for keeping track of…

A useful product for keeping track of share portfolio. Has some neat features such as extracting and updating data from contract notes. Can keep track of dividends and reinvetments. Has useful indication that a holding needs updating. Some UI issues but overall a useful tool.

ST

Steven Trevaskis

03/31/22

4 out of 5

Not everything is automated

Date of experience: April 01, 2022

I

Ian

03/31/22

4 out of 5

A simple to use and market needed…

A simple to use and market needed product. A place where I can consolidate different investment types from business to personal to SMSF. The product manages mergers, demergers, acquisitions and internal consolidation well. As a record keeping tool, it is pretty good and as far as I could see not too many products out there which can do a better job. Can it replace my spreadsheet? Not quite completely yet but they are making improvements year on year.

M

Margaret

03/31/22

4 out of 5

Portfolio conversion needs a big upgrade

It would have been 5 stars but for the poor conversion of portfolios from NZ to AUS. There was no option to bring over attached files for current of historical holdings.

M

Margaret

03/31/22

4 out of 5

Portfolio conversion needs a big upgrade

It would have been 5 stars but for the poor conversion of portfolios from NZ to AUS. There was no option to bring over attached files for current of historical holdings.

S

Shan

03/31/22

3 out of 5

too expensive

Date of experience: April 01, 2022