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

Excellent platform

Excellent platform. I enjoy the sheer ease of importing transactions automatically. No need to spend time of your day to do this. Reports are excellent too.

early days for me but so far very good

Date of experience: September 10, 2020

A world class service....

A truly excellent service that we've subscribed to since October 2012. It offers three key things from our perspective. Firstly a high level of visibility into share performance over time with the ability to perform "what if" scenarios. Secondly managing dividends and capital events is so simple and quick that it is no longer a chore. Thirdly, come tax time I can easily export spreadsheets and PDF reports very quickly, and they are simpler for the accountant to assimilate too, so our ...

I have been using Sharesight for many…

I have been using Sharesight for many years in order to manage my SMSF investment portfolio. It provides a powerful yet easy to use platform for portfolio management. They continue to evolve providing additional features and capabilities. Using Sharesight is a 'no-brainer' and one of the best investment decisions I have made!

Without Sharesight I would be lost...

Without Sharesight I would honestly be lost as investor. I have multiple brokers and two seperate funds I manage for my wife and I. Getting performance and relevant tax data from Sharesight is a breeze compared with collecting that data from the brokers themselves. Not having to track the cost base of positions in spreadsheets means I spend my time researching great businesses to invest in instead. The product has evolved nicely over the years, and I am happy to see the pace of feature ...

Great way to track dividends

Sharesight is such an easy way for me to keep track of my shares and dividends The actually get back to you when you email them - in a very timely manner Great site

I found Sharesight very trustworthy and…

I found Sharesight very trustworthy and accurate in tracking my portfolio performance and keeping track of dividends. The program easily imports data directly from my preferred broker CMC . And their reports are incredibly useful for tax preparation. Highly recommended

Best share holding program I could…

Best share holding program I could find. Live (delayed) updates are great. Have 3 portfolio's - 1 for SMFS, another for Personal and 1 for Watchlist. Can even input U.S. stocks to track. I really like the auto dividends and other corporate actions, can't wait for daily stock announcements to be added.

Excellent way to keep track

User-friendly and very helpful way to keep track of your stock portfolio, tax liabilities, dividend income, bonus issues etc. I have found the help-desk staff to be very helpful and understanding of my novice level questions. This site is ideal for anyone with little experience, but I understand now that it also caters for expert investors too.

I've been a Sharesight user for 5 years…

I've been a Sharesight user for 5 years and it has been hugely helpful in my analysis of which shares to keep and which to trade. It also makes dividend reporting for tax returns very simple.