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

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 started using Sharesight for its ROI functions

I started using Sharesight for its ability to provide accurate returns on investment that include capital gains and dividends and the ability to compare with some indices. The reporting function is particularly useful at tax time, tabulating all dividends including those used for dividend reinvestment plans, particularly as the dividends are automatically updated. A potential improvement would be the ability to compare with a greater selection of indices.

Simple and time saving

It could always be cheaper but I've found it valuable.

Been a Sharesight user for more than 2…

Been a Sharesight user for more than 2 years now. Started with the free version and eventually upgraded to cater for a bigger portfolio. Extremely user friendly, great great help during tax time and just provides a great high level and in depth view of a portfolio's performance to enable better buy/sell/grow/trim decisions.

Clever and a needed program.

From a newbie, I really like shareshight. I use it to calculate my capital gains tax and dividend. I LITERALLY dont need a tax agent as this makes it simple. Once you have an export cvs file you can easily export your trades. Its a clever program for tracking your portfolio - but I use it purely for my CGT at financial year.

An extremely easy to use portfolio manager

An extremely easy to use portfolio manager that helps keep track of my shares as well as comprehensive reports on performance . Assists with my investment decisions .

Have been using sharesite for the past…

Have been using sharesite for the past 3 mths and found it very positive and helpful

Great Website/App and Service

I've wasted a lot of time and money on Share market apps and websites in the past and I'm glad I'm not using Sharesight. It's very simple to use and does an amazing job at automatically updating my holdings and dividends.

An absoloutly supurb share portfolio tracker.

We have 3 managed portfolios and primarily use Sharesight to track comparative performance of the 3. Sharesight provides reporting far superior to the web reports provided by our 3 portfolio management companies. Importing trades from emailed contract notes is a breeze so there is rarely anything to input by hand. Sharesight well deserves this 5 Star rating.

Sharesight highly valuable

I started using Sharesight 18 months ago and have found it invaluable to manage my portfolio of approximately 50 stocks across multiple markets and trading platforms. Sharesight actually enables me to keep track of everything in one place. The reports are also valuable, such as in listing future income and there are also significant time savings at tax time with the CGT reports. Of course its not perfect but they seem to be making changes and adding functionality regularly to improve it so ...