Monitor, manage, and maximize your stock portfolio.
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Starts from $12/Month, also offers free forever plan
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
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 201-210 out of 410
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WD
03/27/22
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
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
JP
James Patrick Buckland
03/27/22
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
A
Alan
03/24/22
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.
IN
Ian Nicholson
03/24/22
Excellent software for investors
Excellent software for investors - highly recommended!
RM
Roger M
03/24/22
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
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 ...
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NO
Nigel Oxley
03/19/22
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
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.
JR
John Rankin
03/18/22
Still learning about the features on…
Still learning about the features on Sharesight and I am finding it very usefull especially to determine number of trading days and % return. Tax time is also saving me on calculations and money with my accountant having to spend less time on preparation of returns.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
