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 241-250 out of 410
MJ
Mary Jane O'Callaghan
06/28/21
If only I had known about Sharesight…
If only I had known about Sharesight before I spent months laboriously recreating the share history for my father's estate on Excel. So sad. However...I then went on to use Sharesight to create the history of all my buys, sales and most importantly the fiddly dividend reinvestment history in a day. God bless Sharesight :) The most useful app I have ever used.
M
Mwse
05/25/21
Sharesight solved my portfolio management needs
Sharesight provides a simple, one stop place to manage and track my investment portfolios. This includes family trust, SMSF and personal holdings. The link to Xero is amazing. Set up/import was simple and linkage to my brokers seamless. Reporting is excellent and helpdesk friendly and responsive. Couldn't recommend it more highly.
E
Evgeny
05/25/21
Very convenient and visual presentation of your portfolio
Date of experience: May 26, 2021
BM
B MCK
04/28/21
Fantastic product
Fantastic product. I can clearly see which investments are performing over any time period I want. Setup and importing of all historical trades was a breeze. My accountant has access which saves me a lot of time and hopefully money.
BG
Bruce G
03/31/21
I have 41 stocks over 3 HINS for…
I have 41 stocks over 3 HINS for individuals and a trust as well as 6 issuer sponsored stocks. Some transactions go back to pre 1986. Some shares had DRP turned off and on over the years. I was hesitant to sell shares because I knew I would have to work out the capital gains and I had no system in place. It was a nightmare at tax time for my accountant and myself. Implementation. It took hours to get all the data in and double check that it matched what was on my broker site and to correct ...
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PT
pattarapon tongkhaboorana
03/29/21
Happy for this app
Date of experience: March 30, 2021
CC
Cynthia Carpio
03/21/21
Thank u so much this is a big trial…
Thank u so much this is a big trial again in my life but its OK I'm happy it's worth it
GC
G Cooper
02/25/21
As an active investor in company shares…
As an active investor in company shares and a Sharesight user since the beginning I am delighted with how easy it is to manage and report on my portfolio performance. No more spreadsheets or manual data entry for me!
VH
Val Horne
02/24/21
Excellent software
Excellent software! It's very intuitive, even for a shares newbie like me, and the help service is outstanding. The software utterly transforms the dreary manual task of entering data and attempting to produce meaningful charts, as does the automatic import of dividends. Benchmarking works well for share holdings. I wish I'd found Sharesight as soon as I acquired shares and a superannuation account. It gives me a far better understanding of the performance of all if my investments, ...
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VH
Val Horne
02/24/21
Excellent software
Excellent software! It's very intuitive, even for a shares newbie like me, and the help service is outstanding. The software utterly transforms the dreary manual task of entering data and attempting to produce meaningful charts, as does the automatic import of dividends. Benchmarking works well for share holdings. I wish I'd found Sharesight as soon as I acquired shares and a superannuation account. It gives me a far better understanding of the performance of all if my investments, ...
Read more
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