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

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 ...

You would learn more from your…

You would learn more from your customers if you had a call centre. Charge $2.00 a minute (give the call centre ‘expert’ the right to give 50% discount for ‘marketing’ reasons). Some customers learn more from verbal interaction. You will also get hints of ‘market need’ re future development.

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.

Huge time saver and excellent information source

I was floundering whilst trying to sort out my taxes because of my share portfolio. I had stocks that changed names, were consolidated, dividend re-invested and so many more issues. I had been trying to design a database to sort it all out but it just kept getting more complicated as I went. I finally decided to google if there were apps to sort this stuff out and could help me with my tax. I subscribed to Sharesight within hours of starting my trial. It almost instantly had me 90% of the ...

I have been using Sharesight to manage my SMSF.

I have been using Sharesight to manage my SMSF for over 3 years and use it everyday to review the performance of the portfolio. My accountant uses the reports to complete my tax and more recently I have incorporated my personal assets into Sharesight. It is an invaluable tool. It is simple, yet comprehensive and cost effective. Highly recommended.

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.

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.

A great product that has saved me…

A great product that has saved me hundreds of hours in time. If you have a serious share portfolio, you need this product.

Tax time would be a nightmare without…

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

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 ...