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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 11-20 out of 460

RH

Robert Henry Caldwell

12/09/25

5 out of 5

Much wider based system than ones I…

Much wider based system than ones I have been exposed to in the past.

D

David Bonser

12/05/25

5 out of 5

Easy to use, best investing tool

Easy to use and everything is in one place. It makes tax time quick and simple, and the future income report from dividends helps me budget and plan ahead. Overall, a great experience

S

Simon

11/16/25

5 out of 5

Gihan from Sharesight is fantastic…

Gihan from Sharesight is fantastic support. He provided me with clear, concise guidance on an API technical issue and its solution. He was proactive, patient, kind and very helpful in answering questions and then actioning solutions I couldn't have worked out on my own. Via Google Chat, Gihan helped resolve the issue and what information to email CMC support to fix the API connection at their end. CMC were significantly slower and poorer at communicating than Gihan at Sharesight. He has set ...

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CR

christine ronaldson

11/10/25

5 out of 5

I trade a lot so great at tax time for…

I trade a lot so great at tax time for the reports it generates and tax accountant likes it.

BB

Brian Burgess

11/03/25

5 out of 5

Share sight is everything I hoped

Share sight is everything I hoped it would be as an investment management tool. It seamlessly combines my two portfolios giving me aggregate performance figures .The reporting is helpful and the ATO annual revenue and capital gains and losses are very easy to access. Overall the best system I have ever come across

RT

Rebecca Tilbrook

10/21/25

5 out of 5

Extremely helpful tool for tracking investments

This site helps me keep track of my investments and run reports to see if I'm getting too concentrated in specific industries or individual stocks (across funds and ETFs)

P

Paul

09/19/25

5 out of 5

Customer Service

They were fast to action my request. They kept me informed ever step of the process.

P6

Pedro 63

09/12/25

5 out of 5

Response was quick and very helpful

Response to my query was quick and very helpful.My query required several interactions with Sharesight support to be resolved but all responses were quick and relevant. First class support.

SL

Stephen L

08/26/25

5 out of 5

Answered all my needs on stock-market portfolio

Answered all my needs on stock-market reporting with updates pending after making personal suggestions, great personal support online and very helpful with lodging tax and saving accounting fees.Recommend highly.

NN

Nav Nae

08/14/25

5 out of 5

Exposure report is brilliant

I used the exposure report to understand my overlaps in ETFs. I realised that I had 2 ETFs with almost the same exposures but one of them had higher fees. I ended up winding down that ETF as the other one gave me all the right exposures at a lower management fees.

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