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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 191-200 out of 410

S

Shan

03/31/22

3 out of 5

too expensive

Date of experience: April 01, 2022

PC

Pauline Crawford

03/30/22

5 out of 5

I find this program very user friendly…

I find this program very user friendly and support is readily available.

SC

Steve C

03/30/22

5 out of 5

Sharesight is excellent.

Sharesight is an excellent platform for tracking your share portfolio performance. It's fast, reliable and has a lot of built in tools so you know immediately how you are doing over any time period and for any combination of stocks or portfolios. Sharesight is well worth looking at. I'm very happy and have no reason at all to change.

JB

John Brockhouse

03/30/22

5 out of 5

Daily I am finding more great uses for…

Daily I am finding more great uses for my sharesight. Early on I found it difficult to understand all the various functions,however with practice and use I am now confident using the system. At the end of the financial year it is of great benefit being able to submit all required documentation to accountants. Even though I had implemented a very good system of my own on Excel sharesight leaves it well behind. The sharesight daily updates ar also excellent. My only complaint is that I did ...

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R

Russ

03/29/22

5 out of 5

A comprehensive management tool

Using Sharesight has added rigor and efficiency to managing my portfolio of more than 25 holdings. I particularly like the way I can save dividend statements for ease of record keeping, and the way dividends are pre-populated data in Sharesight, only requiring confirmation when they're paid. I also manage cash accounts and superannuation, thereby aggregating all my finances in one place for ease of monitoring and management. Especially for tax summaries. It is a vast improvement on the ...

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P

Philip

03/29/22

5 out of 5

Necessary for any reasonable size…

Necessary for any reasonable size portfolio. It’s harder than it initially seems to compile this information by spreadsheet.

A

Alle

03/29/22

4 out of 5

Very good tool for investments…

Very good tool for investments tracking, hard to find alternatives with equivalent features/cost ratio for private customers. The fifth star is missing because there's room for improvement: - for european (Italian) markets several securities are missing, such as funds or bonds - really poor list of cryptocurrencies available, let alone performance tracking methods apart from trading (staking, farming, etc...) - mobile app's options and UX could be improved

A

Alle

03/29/22

4 out of 5

Very good tool for investments…

Very good tool for investments tracking, hard to find alternatives with equivalent features/cost ratio for private customers. The fifth star is missing because there's room for improvement: - for european (Italian) markets several securities are missing, such as funds or bonds - really poor list of cryptocurrencies available, let alone performance tracking methods apart from trading (staking, farming, etc...) - mobile app's options and UX could be improved

NK

Nick Kakalis

03/29/22

1 out of 5

Absolutely disgraceful organisation

Absolutely disgraceful organisation Block account due to an expired credit card without giving a minutes grace to correct it Money hungry pathetic organisation and the app is useless

NK

Nick Kakalis

03/29/22

1 out of 5

Absolutely disgraceful organisation

Absolutely disgraceful organisation Block account due to an expired credit card without giving a minutes grace to correct it Money hungry pathetic organisation and the app is useless