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

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.

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 ...

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 ...

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 ...

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 ...

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!

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.

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.

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.

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.