NEWJoin 1M+ SaaS Professionals|Get Weekly Insights, Trends & Expert PicksSubscribe Free →

Spotsaas logo
Sharesight - Investment Portfolio Management Software

Sharesight Reviews in June 2026: User Ratings, Pros & Cons

Monitor, manage, and maximize your stock portfolio.

4.4

Add to compare

Starts from $12 / Month, also offers free forever plan

Try for Free

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)

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 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.

Filter results

Sort by :

Relevance
Relevance
Highest-Rated
Lowest-Rated
Least-Recent
Most-Recent

Share this page

Showing 201-210 out of 410

JP

James Patrick Buckland

03/27/22

4 out of 5

Love the program but one small beef

Love the program but one small beef. On the overview page share cost prices appear as the trading price on the day they were entered rather than the actual cost base. The capital gains report works correctly so I don't know why the overview doesn't. Is it possibly something in my preferences? Thanks

W

WD

03/27/22

5 out of 5

Have been using Sharesight for several…

Have been using Sharesight for several years and highly recommend it to everybody. 10 free holdings is great to assist beginners with their learning. Interpretive graphs are great. I use for FIF return each year. And can share key data when needed. regards

JP

James Patrick Buckland

03/27/22

4 out of 5

Love the program but one small beef

Love the program but one small beef. On the overview page share cost prices appear as the trading price on the day they were entered rather than the actual cost base. The capital gains report works correctly so I don't know why the overview doesn't. Is it possibly something in my preferences? Thanks

IN

Ian Nicholson

03/24/22

5 out of 5

Excellent software for investors

Excellent software for investors - highly recommended!

A

Alan

03/24/22

5 out of 5

Excellent website as it saves so much…

Excellent website as it saves so much time. Rather than entering all trades into a spreadsheet, all the hard work is done. Very happy.

RM

Roger M

03/24/22

5 out of 5

So easy and effective to use

So easy and effective to use. With over 100 stock holdings, I would be swamped with paperwork if I didn't use Sharesight for automated capture of trades and multiple analyses of my 3 portfolios at my finger tips. Particularly great program when it comes to tax forward planning and completion of returns. I love Sharesight, been using it since 2015.

WD

Warren Dellow

03/20/22

5 out of 5

Sharesight is easy to use and saves time and money.

Sharesight has made it easy to track our investment portfolios with minimum input from me. Broker trades are incorporated automatically and dividend payments are entered into the appropriate investment chart waiting for my approval as being correct. Transactions are also automatically processed via XERO where we can reconcile against the bank. The whole system works seamlessly with our accountants system, saving both time and money. With a click or two you can drill down into and individual ...

Read more

NO

Nigel Oxley

03/19/22

5 out of 5

Say goodbye to spreadsheets!!!

Say goodbye to spreadsheets!!! Link in your accountants and everyone is on the same page- great.

MO

Mark Osborne

03/19/22

5 out of 5

Having used Sharesight for several year…

Having used Sharesight for several year now I find it reliable, very helpful and the ongoing developments have been brilliant.

MS

Mohamed S. Mitwalli

03/18/22

3 out of 5

Good taxing, syncing, and performance tracking, but SLOW!

The good: - Takes care of your tax reports just fine - If you forward your broker's trade email confirmations, ShareSight will import these trades just fine - You can compare your portfolio(s)'s performance to any stock/index The bad: The web site is slow, and the Mobile app is uselessly basic

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

Grow your pipeline with buyers who are already looking for you

254,000+ buyers use Spotsaas every month to evaluate and shortlist software. Get in front of them — for free, or with a managed growth plan built around your category.