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Sharesight - Investment Portfolio Management Software

Sharesight Reviews in June 2026: User Ratings, Pros & Cons

Monitor, manage, and maximize your stock portfolio.

4.4

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Starts from $12 / Month, also offers free forever plan

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Sharesight Reviews & Ratings

4.4

Very Good

Based on 218 ratings & 410 reviews

Rating Distribution

Excellent

(291)

Very Good

(62)

Good

(27)

Poor

(2)

Terible

(28)

Spotsaas Editor’s POV

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

Sharesight pros and cons

  • 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 261-270 out of 410

G

Greg

01/19/21

5 out of 5

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

5 out of 5

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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PR

Philip Robinson

01/19/21

5 out of 5

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.

TH

Terry Hughes

12/13/20

5 out of 5

I have been a Sharesight user since its…

I have been a Sharesight user since its inception with just NZ shares. Previously I ran a complex spreadsheet. As the product developed i have expanded it to ASX and then unit trusts and then Kiwisaver. It lets me see holdings transactions and performance on one page and in some easily produced reports that can be run over various time frames, have comparators and are easily downloaded to excel. With the current subscription I can have 3 portfolios which I use to help my family manage their ...

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TH

Terry Hughes

12/13/20

5 out of 5

I have been a Sharesight user since its…

I have been a Sharesight user since its inception with just NZ shares. Previously I ran a complex spreadsheet. As the product developed i have expanded it to ASX and then unit trusts and then Kiwisaver. It lets me see holdings transactions and performance on one page and in some easily produced reports that can be run over various time frames, have comparators and are easily downloaded to excel. With the current subscription I can have 3 portfolios which I use to help my family manage their ...

Read more

CA

Christopher Adams

12/07/20

5 out of 5

Super easy to use

Super easy to use. Ties in nicely with Xero. Employs the same reconciliation technique as Xero. Simple to produce tax-time reports. Value for subscription amount.

CA

Christopher Adams

12/07/20

5 out of 5

Super easy to use

Super easy to use. Ties in nicely with Xero. Employs the same reconciliation technique as Xero. Simple to produce tax-time reports. Value for subscription amount.

W

William

11/28/20

5 out of 5

Excellent web based tracking product

Excellent web based tracking product. Miles better than anything else out there. Has good global coverage, helpful automations with brokers, and is a great way to track a portfolio.

W

William

11/28/20

5 out of 5

Excellent web based tracking product

Excellent web based tracking product. Miles better than anything else out there. Has good global coverage, helpful automations with brokers, and is a great way to track a portfolio.

J

Judith..

09/10/20

5 out of 5

Sharesight makes all the tedious tasks simple....

Sharesight makes all the tedious tasks of managing an equities portfolio extremely easy. Dividends are automatically inserted. All the reports required for taxation purposes are readily available and you can predict dividend cashflow. I have been using Sharesight for nearly ten years and when ever I needed support it is readily available and very helpful. Recently new features have been introduced for the interface between the broker and Sharesight. Helpful videos and blogs are available to ...

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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