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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 321-330 out of 410

Y

Yaqub

09/08/20

5 out of 5

Make tax time easier

If you're keen on making your life easier when it comes to share portfolio management and tax time, then Sharesight is the solution for you! I've had a free account for a while and the benefits of the paid service is outstanding. The reports are accurate and the service team is incredibly helpful.

A

aads

09/08/20

5 out of 5

OMG How much simpler is it to give my…

OMG How much simpler is it to give my accountant access to my portfolio and trading history - one less thing to do around tax time

JM

Janet Mcneil

09/08/20

5 out of 5

If you want to keep track of all your…

If you want to keep track of all your investments and the associated returns on one site, this is a fantastic tool. I started using the free version but quickly migrated to an upgraded version to manage our family trust as well. The app is great for getting a snapshot of your fund at any point in time. Highly recommended.

TM

Terence McCarthy

09/08/20

5 out of 5

You cannot look past it!

What a magnificent aid. Keeps track of portfolios and all events associated with them. Accessible from anywhere with PC, tablet or smartphone. Powerful, feature rich and supportive but at the same time easy to use, a great way to keep track of your investments.

T

Tom

09/08/20

5 out of 5

Great tool

Easy to use and makes keeping track of your portfolio simple.

AM

Andrew Marmara

09/08/20

5 out of 5

Best share management software out there

Best share management software out there, easy to use, calculates all your dividend income retrospectively, provides all your financial year reports for tax returns, etc and saved me days compared to the Excel spreadsheet I was using. Thoroughly recommend

T

Traveller

09/08/20

5 out of 5

Worth every cent at tax time

Worth every cent at tax time. Effortless and accurate.

G

Geraldo

09/08/20

5 out of 5

Sharesight is core to recording all my investments and their performance.

I have been using Sharesight for several years and have recommended it to many friends. I now have all my investments in Sharesight, including US and Australian shares, cash balances, loans, contingencies,Private Equity property equity and syndicated loans. I can thus see my net worth on a daily basis and pass it on to my family regularly, so they know where everything is. I find Sharesight invaluable for viewing performance for different periods in $ and %s and I am able to look at ...

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SP

Sheridan Pratt

09/08/20

5 out of 5

Sharesight is great!

Sharesight is great! They answer my questions promptly and I love that I can have a number of different portfolios on my subscription, without paying extra. Came in handy when dealing with my fathers estate portfolio, I was able to enter all his transactions in a separate portfolio on Sharesight and then run CGT reports etc. So easy to use, even for an IT illiterate such as myself! Great value for money (and a tax deduction in my case too)

ML

Mark Lahood

09/08/20

5 out of 5

Best program I have ever Used and…

Best program I have ever Used and better then any phone apps.

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

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