Sharesight Reviews in May 2025: User Ratings, Pros & Cons

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

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

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 ...

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 ...

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 ...

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.

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.

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.

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.

Sharesight - a Fantastic Tool to Assist with Recording and Analyzing Investments

I have been investing in the share market for more than thirty years but since I retired in May 2002, I have been more active managing my SMSF. I developed an Excel program to assist me keep track of my investments and recording of income, but it was not foolproof, and I found that I made several mistakes with recording cost base adjustments for managed funds. It was tedious to maintain and took time to update the information. In early June 2020, the Australian Shareholders Association of ...