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 251-260 out of 410
M
MWSE
02/16/21
Sharesight is the answer to my portfolio management and tracking needs
Sharesight is the answer to my portfolio management and tracking needs. I tested it with a free account on a small portfolio. Once I saw what it can do, I quickly moved to a paid account. I now have all my portfolios on Sharesight. Loading everything up was well guided - they have made the most complicated part of this as simple as it can be. Sharesight is excellent for tracking performance, portfolio construction, etc - but also record keeping. Automatic feeding of trades and generation of ...
Read more
M
MWSE
02/16/21
Sharesight is the answer to my portfolio management and tracking needs
Sharesight is the answer to my portfolio management and tracking needs. I tested it with a free account on a small portfolio. Once I saw what it can do, I quickly moved to a paid account. I now have all my portfolios on Sharesight. Loading everything up was well guided - they have made the most complicated part of this as simple as it can be. Sharesight is excellent for tracking performance, portfolio construction, etc - but also record keeping. Automatic feeding of trades and generation of ...
Read more
A
Alistair
02/01/21
Tried the trial version today after…
Tried the trial version today after hearing about this on reddit, initial reaction is that that this is designed for US / AU/ NZ where they use Dollars and Cents, but falls short for the UK and I guess other international markets. There is no ability to add Stamp Duty for example, which is common on many stocks in the UK, I would expect much more localisation for the subscription cost, and also more than 5 portfolios, which as other have pointed out would be used up very quickly
MR
Matthew Ruber
01/24/21
Simplify the paperwork and focus on investing
Hands down the most useful financial software I’ve ever used. I started out trying to record portfolio transactions in one place and soon found myself using it as a complete tax, performance and position management system. Dramatically simplifies my annual discussion with the accountants and all of the automation elements permit me to focus on what I’m supposed to be focusing on- selecting investments.
MR
Matthew Ruber
01/24/21
Simplify the paperwork and focus on investing
Hands down the most useful financial software I’ve ever used. I started out trying to record portfolio transactions in one place and soon found myself using it as a complete tax, performance and position management system. Dramatically simplifies my annual discussion with the accountants and all of the automation elements permit me to focus on what I’m supposed to be focusing on- selecting investments.
EP
Edwin paul Cayzer
01/19/21
Truly Amazing
To be honest, had no idea that such programmes were available. I now have immediate accurate details on ALL my investments, listed and unlisted. I will save the Sharesight premium many times over in reduced accountancy fees but most importantly I have immediate and accurate data on all investments
PR
Philip Robinson
01/19/21
This is really a pretty amazing…
This is really a pretty amazing service, I use this to track all my investments across multiple markets and also unlisted companies. Its comprehensive dividend and capital event change data is second to none. I would be pretty devastated if Sharesight disappeared.
G
Greg
01/19/21
Excellent Share Manager
Excellent, simple to use tool for managing your share portfolio. I’ve used it for 10+ years and it makes tracking performance easy and tax reporting extremely simple. Highly recommended
E
eebagum
01/19/21
A true time saver for any investor
I have used Sharesight for around 8 years - originally as the free, basic plan, and then on a paid plan as I invested in more companies. I track shares in Australia, the UK and in America. My AU transactions are automatically imported from my broker; US transactions are imported through email, and at the moment I have to add the UK's manually. (Hopefully this will change as the team expand direct broker support, but it's not that much of an issue to do it manually). Once the shares are in ...
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G
Greg
01/19/21
Excellent Share Manager
Excellent, simple to use tool for managing your share portfolio. I’ve used it for 10+ years and it makes tracking performance easy and tax reporting extremely simple. Highly recommended
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