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 231-240 out of 410
DY
Dale Youngs
11/17/21
Cancelled my subscription but was…
Cancelled my subscription but was refused a refund
MH
Matt H
11/07/21
Essential for anyone who uses more than 1 broker
I have been using Sharesight for several years now, as I use multiple brokers for a mix of Australian shares, US shares, & ETFs. Given I trade semi-frequently, Sharesight saves me SO much time both with general maintenance of my portfolio and especially at tax time. I literally couldn't be bothered even persisting with investing in general if I didn't have it to keep track of things (yes, I am lazy). The dated mobile app is its only real downside, but if you just use the mobile website ...
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GP
George P
10/28/21
Had a few minor issues with the…
Had a few minor issues with the integration platform transferring my stock holdings across but both Jack and Ricky provided excellent support to get me up and running fairly quickly and the system looks fantastic and very easy and efficient to use and nice to have knowledgeable support available for those that are not too Tech savvy when you need it 🙏😀
JA
James A
09/28/21
Sharesight-Investment Monitoring
Re Sharesight: I have investment in a managed fund and I use Sharesight-the FREE version. It is terrific! It provides 24/7 access to my current funds value including the current performance in either $ or %gain. It also provides tax reports inclusive of Capital Gain. I highly recommended it!
DM
Daryl Moyse
08/21/21
Using for both my stocks and crypto
Using for both my stocks and crypto. A one stop shop and keeps track of my taxes and prints a report when I need to. Quote referral code if you decide to use the paid version. MSA82
A
Adam
08/19/21
Absolutely fantastic piece of software
Absolutely fantastic piece of software, would highly recommend.
II
Ivanhoe Investor
07/25/21
Sharesight is outstanding
I have used Sharesight for the last couple of years for five different entities. It is truly outstanding; especially when it comes to tax time.
P
PF
07/16/21
This site does a lot of what I’ve been…
This site does a lot of what I’ve been looking for. Easy tracking and benchmarking. One issue I take, is their “works with your broker” claim. In reality it doesn’t work with fidelity like they claim. It works with a PDF, but it’s not as simple as having fidelity auto email your trade confirmations to your “special addresss”. You have to aggregate the PDF yourself, and then email it to the address. This is because fidelity doesn’t email PDFs In their confirmations and therefore it isn’t as ...
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P
PF
07/16/21
This site does a lot of what I’ve been…
This site does a lot of what I’ve been looking for. Easy tracking and benchmarking. One issue I take, is their “works with your broker” claim. In reality it doesn’t work with fidelity like they claim. It works with a PDF, but it’s not as simple as having fidelity auto email your trade confirmations to your “special addresss”. You have to aggregate the PDF yourself, and then email it to the address. This is because fidelity doesn’t email PDFs In their confirmations and therefore it isn’t as ...
Read more
DS
DENIS SCHOFIELD
06/30/21
excellent tool ,no more paper…
excellent tool ,no more paper reconcilations wish i found sharesight years ago.congratulations on a wonderful and very easy platform SHARESIGHT. Denis Schofield Devonport New Zealand
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