Sharesight Reviews in June 2026: User Ratings, Pros & Cons
Monitor, manage, and maximize your stock portfolio.
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Starts from $12 / Month, also offers free forever plan
Sharesight Reviews & Ratings
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 271-280 out of 410
JP
John Pettit
09/10/20
I find Sharesight incredibly useful
I find Sharesight incredibly useful to help manage my portfolio. Its reports are very useful at tax time, and others. Very easy to use. Would help if column headings were locked, so they didnt disappear off the screen as you scrolled down.
BS
Bruce Smith
09/10/20
Absolutely essential
Absolutely essential for me as non-professional investor to accurately record and monitor my share portfolio. I simply ran out of time and talent trying to do this by excel spreadsheet.
JP
John Pettit
09/10/20
I find Sharesight incredibly useful
I find Sharesight incredibly useful to help manage my portfolio. Its reports are very useful at tax time, and others. Very easy to use. Would help if column headings were locked, so they didnt disappear off the screen as you scrolled down.
NT
Nick T
09/10/20
A must have for SMSF
Sharesight is an invaluable feature rich platform that has allowed me to seamlessly track and manage my SMSF across AU, International shares as well as other asset classes all in one place. The platform is more than just a price tracker, it covers corporate actions, DRP, dividends etc the lot. No matter how complex your portfolio, initial set up is also a breeze with comprehensive integration to the majority of popular trading platforms etc. Well recommended at a very affordable price that ...
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JC
James Cross
09/10/20
Useful & intuitive
I'm a UK retail investor with several accounts with different brokers. Sharesight makes the management of my portfolio very easy & intuitive - which saves so much time compared to Excel files prone to my silly mistakes (which can be very costly...) Some of my favourite things are: - The ability to track the performance of your portfolio over any period of time & easily compare the results with a market tracking index - The reports which allow you to view taxable income & diversification ...
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MF
Mark Fletcher
09/10/20
Sharesight makes it super simple to…
Sharesight makes it super simple to manage your portfolio and track performance. I've even abandoned my spreadsheets - well worth the money.
JO
John Ovens
09/10/20
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 ...
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M
Michael
09/10/20
An outstanding programme and service
I have been using Sharesight for a few years in the UK. It is invaluable to me and is by far better than any other programme that I have seen. I use it every day. It is proactive and accurate. it is very easy to use and is intuitive. I had found Microsoft Money very good but struggled to find a replacement when it ceased to offer the updates. Excellent!
JN
Jessica North
09/10/20
Highly recommend
I use ShareSight for both my personal investment portfolio and a self-managed super fund. It's easy to use and I can run a very useful capital gains tax report at any time to keep track of how I'm heading before tax time.
D
David
09/10/20
Best portfolio tracker out there!
Best portfolio tracker out there!You can track the performance of any asset, benchmark, keep track of dividends, create reports and more. There is nothing else that can do the same especially for the same price.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].