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Sharesight - Investment Portfolio Management Software

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

Monitor, manage, and maximize your stock portfolio.

4.49

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

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Sharesight Reviews & Ratings

4.49

Very Good

Based on 460 ratings & 460 reviews

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Rating Distribution

Excellent

(341)

Very Good

(62)

Good

(27)

Poor

(2)

Terrible

(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 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 inaccessible and unreliable at times, with no external support available.

  • High pricing, perceived as overpriced for the service provided.

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Showing 311-320 out of 460

G

Greg

01/19/21

5 out of 5

Excellent Share Manager

Excellent, simple to use tool for managing your share portfolio. I’ve used it for 10+ years and it makes tracking performance easy and tax reporting extremely simple. Highly recommended

EP

Edwin paul Cayzer

01/19/21

5 out of 5

Truly Amazing

To be honest, had no idea that such programmes were available. I now have immediate accurate details on ALL my investments, listed and unlisted. I will save the Sharesight premium many times over in reduced accountancy fees but most importantly I have immediate and accurate data on all investments

G

Greg

01/19/21

5 out of 5

Excellent Share Manager

Excellent, simple to use tool for managing your share portfolio. I’ve used it for 10+ years and it makes tracking performance easy and tax reporting extremely simple. Highly recommended

TH

Terry Hughes

12/13/20

5 out of 5

I have been a Sharesight user since its…

I have been a Sharesight user since its inception with just NZ shares. Previously I ran a complex spreadsheet. As the product developed i have expanded it to ASX and then unit trusts and then Kiwisaver. It lets me see holdings transactions and performance on one page and in some easily produced reports that can be run over various time frames, have comparators and are easily downloaded to excel. With the current subscription I can have 3 portfolios which I use to help my family manage their ...

Read more

TH

Terry Hughes

12/13/20

5 out of 5

I have been a Sharesight user since its…

I have been a Sharesight user since its inception with just NZ shares. Previously I ran a complex spreadsheet. As the product developed i have expanded it to ASX and then unit trusts and then Kiwisaver. It lets me see holdings transactions and performance on one page and in some easily produced reports that can be run over various time frames, have comparators and are easily downloaded to excel. With the current subscription I can have 3 portfolios which I use to help my family manage their ...

Read more

CA

Christopher Adams

12/07/20

5 out of 5

Super easy to use

Super easy to use. Ties in nicely with Xero. Employs the same reconciliation technique as Xero. Simple to produce tax-time reports. Value for subscription amount.

CA

Christopher Adams

12/07/20

5 out of 5

Super easy to use

Super easy to use. Ties in nicely with Xero. Employs the same reconciliation technique as Xero. Simple to produce tax-time reports. Value for subscription amount.

W

William

11/28/20

5 out of 5

Excellent web based tracking product

Excellent web based tracking product. Miles better than anything else out there. Has good global coverage, helpful automations with brokers, and is a great way to track a portfolio.

W

William

11/28/20

5 out of 5

Excellent web based tracking product

Excellent web based tracking product. Miles better than anything else out there. Has good global coverage, helpful automations with brokers, and is a great way to track a portfolio.

JP

John Pettit

09/10/20

4 out of 5

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.

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