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 221-230 out of 410
Y
Yellowdog
03/06/22
Good software but major issue loading contract notes
This would be a 5 star review but for one serious issue. I load contract notes to Sharesight emailed directly to them from my broker which is on the Sharesight approved list of brokers for this process. However, ever since I started using Sharesight, the purchase or sale value loaded can have up to a 4 cents discrepancy compared to the actual contract note. This would tend to affect people whose contract notes are for larger amounts and/or have contract notes with purchases or sales made at ...
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J
JohnButt
03/03/22
Reliable and accurate
After many years of use, the first few as a free user then as a subscriber for many years I have found Sharesight so accurate that I have almost ceased using my spreadsheet. My background is in spreadsheet design and use, plus I use Apple numbers which looks up price and dividend parameters automatically, so my spreadsheet does almost everything automatically, but Sharesight now exceeds my spreadsheet, apart from the extra for my once a year study of balance, but this is easy if I download ...
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JC
Jane Cay
02/24/22
Simple and cost effective
This is a very simple and cost effective way of managing portfolio reporting for both performance and tax accounting.
RR
Ronald Reynolds
01/31/22
Informative
Date of experience: February 01, 2022
MS
Mohd subhi suboh
01/22/22
Update my account
Date of experience: January 23, 2022
S
Shakes
01/13/22
Great package
Great package! very user friendly and easy to use.
S
Shakes
01/13/22
Great package
Great package! very user friendly and easy to use.
CK
Customer Ken Preece
12/13/21
Best thing since sliced bread
Best thing since sliced bread. Fantastic help with tax return. Thank you.
AW
ANTHONY WILLIAMS
11/29/21
A must for perfect records
This program give exactly what I have been after for a long time. I created my own XL spread sheet prior to using Sharesight. A wonderful program that maintain day to day statistics which incl realised profits as well as dividends/distributions, a valuable tool to support end of year financials incl tax. A must for those who want accurate records.
DY
Dale Youngs
11/17/21
Cancelled my subscription but was…
Cancelled my subscription but was refused a refund
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