NEWJoin 1M+ SaaS Professionals|Get Weekly Insights, Trends & Expert PicksSubscribe Free →

Spotsaas logo
Sharesight - Investment Portfolio Management Software

Sharesight Reviews in June 2026: User Ratings, Pros & Cons

Monitor, manage, and maximize your stock portfolio.

4.4

Add to compare

Starts from $12 / Month, also offers free forever plan

Try for Free

Sharesight Reviews & Ratings

4.4

Very Good

Based on 218 ratings & 410 reviews

Rating Distribution

Excellent

(291)

Very Good

(62)

Good

(27)

Poor

(2)

Terible

(28)

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.

Filter results

Sort by :

Relevance
Relevance
Highest-Rated
Lowest-Rated
Least-Recent
Most-Recent

Share this page

Showing 301-310 out of 410

AK

Amit Khanna

09/09/20

5 out of 5

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.

SC

Sharon Clements

09/09/20

5 out of 5

Goodbye to messy & manual spreadsheets

Goodbye to messy spreadsheets and manual calculations. I love the ease of Sharesight in seeing the performance of my portfolios and transactions tracking. Highly recommend it to any investor.

B&

Brian & Nicole

09/09/20

5 out of 5

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 ...

Read more

J

Jane

09/09/20

5 out of 5

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

PD

Paul D

09/09/20

5 out of 5

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!

NV

Nando Vega

09/09/20

5 out of 5

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

J

john

09/09/20

5 out of 5

early days for me but so far very good

Date of experience: September 10, 2020

TR

Tommy Ryan

09/09/20

5 out of 5

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 ...

Read more

JF

John from Mittagong

09/09/20

5 out of 5

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.

D

Dan

09/09/20

5 out of 5

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.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

Grow your pipeline with buyers who are already looking for you

254,000+ buyers use Spotsaas every month to evaluate and shortlist software. Get in front of them — for free, or with a managed growth plan built around your category.