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Sharesight - Investment Portfolio Management Software

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

Monitor, manage, and maximize your stock portfolio.

4.4

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

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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.

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Showing 311-320 out of 410

S

Stephen

09/09/20

5 out of 5

Simple and time saving

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

GC

Greg Coffey

09/09/20

5 out of 5

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.

W

WH

09/09/20

5 out of 5

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.

K

Karl

09/09/20

5 out of 5

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.

SH

S Hanks

09/09/20

5 out of 5

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 ...

Read more

C

customer

09/09/20

5 out of 5

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 .

WT

Warwick Trethowan

09/09/20

5 out of 5

Have been using sharesite for the past…

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

S

Samuel

09/09/20

5 out of 5

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.

E

Evan

09/08/20

5 out of 5

Fantastic product...

Fantastic product. Being able to log trades automatically via trade emails from your broker is a huge time saver. Dividends are also automated. Another great feature that I use is portfolio sharing with my accountant. It’s great seeing the true return on your investments. Mobile app also gives you quick and easy access. Highly recommended.

P

Paul

09/08/20

5 out of 5

happy user of Sharesight, great ROI

A happy user of Sharesight for many years. I've always been appreciative of how hard it works for me and the return I get on the (tax deductible) investment in the subscription! I've been able to reliably offload a lot of the heavy lift of tracking my SMSF portfolio, share trades, DRP, cash account tracking, digital assets and monitoring total net worth against benchmarks. Just as the product has grown, so too has my knowledge and confidence. I couldn't recommend Sharesight highly enough.

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

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