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

Happy customer

I paid been a paid subscriber of Sharesight for years. I love that it gives me a detailed overview of my total portfolio. My favourite feature is the automatic handling of dividend payments and capital gains taxes, it makes tax time a breeze.

Easy to use

Easy to use, powerful tool to manage our portfolio. Saves valuable time in end of year tax preparation. Wouldnt be without it.

Tax time would be a nightmare without…

Tax time would be a nightmare without Sharesight. Highly recommend it.

Reasonably priced and highly, highly recommended

I’ve been a paying Sharesight member for many, many years. The platform has continually improved over the years and it’s a great help for completing tax returns. Reasonably priced and highly, highly recommended. NicC Sydney.

Great tool for the semi-professional investor

I wanted a straightforward tool to manage my share investments with the following minimum requirements: 1. Web based with mobile phone app 2. Easy to use, especially importing transactions from my broker (ASB) 3. Automated dividends, share splits etc 4. Annual report at tax time After reviewing options I came across Sharesight and tried the free version to confirm it would work for me. After a couple of months I upgraded to a full license so it could handle the nearly 50 different shares in ...

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

I highly recommend ShareSight

I highly recommend ShareSight as a service for managing your portfolio. It is easy to use with some powerful reporting features. It has become indispensable to me, particularly in tracking dividend income and preparing eofy reports. It is the one subscription I will stay with.

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.

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.

Start with the free. You may find yourself on the paid very soon!

I've been using Sharesight for several years. Initially, I used the free version which is generous when starting out. As our number of portfolios grew, I moved up to the paid plan. Being able to track all of our portfolios in one place is fantastic. They support shares (AU and US is all we have so far), crypto, cash et al. The best part is that there is no lock-in. I can, and do, regularly export my data into a spreadsheet (you can never be too safe) so that I always have a local copy of ...