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

I monitor two portfolios on Sharesight

I monitor two portfolios on Sharesight, my SMSF and my personal portfolio. No need for spreadsheets as Sharesight gives all information for me to monitor and control my investments, all at pretty much the touch of a button. Jumping from one portfolio to the other is easy. I have chosen to manually enter trades as this works better for me than importing from the broker. My investing performance has improved since using Sharesight because of the excellent information available. And tax time ...

Sharesight-Providing a total financial picture

I needed an application to take control of our financial situation. Sharesight has provided us with a total picture that allows for sensible conversations with my accountant and other family members about how to best manage our assets. Tax time has been made easy with direct access for our accountant. Support is quick thorough and courteous. And there is good communication provided with regular updates and webinars. More than just software a great service!

Sharesight has more than lived up to…

Sharesight has more than lived up to its promise, freeing me from tedious work maintaining my own spreadsheet to track my portfolio. It has a well designed and easy to learn user interface, all the features I need (and more) and an excellent array of customisable reports. I use it track multiple portfolios including both local and international shares, as well as several other categories of investment including cash, managed funds and property projects. The Australian tax report has ...

Sharesight - excellent and essential.

I have been a Sharesight subscriber for over 5 years now. It is excellent at tracking all of my CommSec share portfolio transactions automatically and seamlessly. Perfect for portfolio/historical analysis, tax reporting and storing tax records. An essential service and invaluable resource. Highly recommended.

From Critic to Fanboy ;-)

I was at first a little hesitant of what this service would add for me (other than paying more money for something I wouldn't use) as my investment platforms (e.g., CommSec) already do assist with taxes and monitoring. However, I was not only positively surprised of how much easier it has become to keep track of even spread-out investment activities (e.g., domestic shares in one place, international in another, etc.) but it has already proven very beneficial during tax time. There is a ...

I was trying to keep track of my shares…

I was trying to keep track of my shares using a spreadsheet I am so glad i discovered sharesight! So much less work and it gives me all the info i need to assess returns. Thanks guys an awesome product

This is an excellent tool for managing…

This is an excellent tool for managing and analysing my share portfolio. I used the free version for a year or so and found it useful but realised that the additional features available to the subscriber, including the educational features, made it well worth upgrading to a subscription. One of the features I find excellent is the ability to store and link purchase and sale receipts as well as dividend notifications (as pdfs) to the relevant company in my portfolio list, this, combined with ...

YOU'RE NOT USING SHARESIGHT ??? UNBELIEVABLE!!!

So you're not using Sharesight but sticking to your spreadsheet? That's like pushing your car around rather than filling the tank and driving it. DON'T KEEP ON BEING A DINOSAUR !!! YOU WILL NEVER REGRET SCRAPPING THE SPREADSHEET AND MAKING THE QUANTUM LEAP TO SHARESIGHT ... I HAVEN'T!! With a bit of practice you will discover the power and utility of this software. Whilst most of the reports provide date ranges you can enter your own ranges ... I do to generate some VERY specific reports. ...

Sharesight has saved me many hours of…

Sharesight has saved me many hours of preparing records for my accountant. It's automatic tracking of dividends and share-splits is helpful beyond words. Another great feature is CGT forecasting and optimisation. Highly recommended, will pay for itself several times over each year.

Fantastic product

Fantastic product. Don't know how I managed my portfolio before Sharesight. This makes tracking performance so much easier. Plus, tax time has become a relative breeze compared with manual spreadsheeets. With just a couple of mouse clicks, Sharesight gives me the data I need to manage my investments. I highly recommend you try it.