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

YOU'RE NOT USING SHARESIGHT ??? UNBELIEVABLE!!!

So you're not using Sharesight but sticking to your spreadsheet? That's like pushing your car around rather than filling the tank and driving it. DON'T KEEP ON BEING A DINOSAUR !!! YOU WILL NEVER REGRET SCRAPPING THE SPREADSHEET AND MAKING THE QUANTUM LEAP TO SHARESIGHT ... I HAVEN'T!! With a bit of practice you will discover the power and utility of this software. Whilst most of the reports provide date ranges you can enter your own ranges ... I do to generate some VERY specific reports. ...

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 ...

I was trying to keep track of my shares…

I was trying to keep track of my shares using a spreadsheet I am so glad i discovered sharesight! So much less work and it gives me all the info i need to assess returns. Thanks guys an awesome product

From Critic to Fanboy ;-)

I was at first a little hesitant of what this service would add for me (other than paying more money for something I wouldn't use) as my investment platforms (e.g., CommSec) already do assist with taxes and monitoring. However, I was not only positively surprised of how much easier it has become to keep track of even spread-out investment activities (e.g., domestic shares in one place, international in another, etc.) but it has already proven very beneficial during tax time. There is a ...

Great package to keep track of my…

Great package to keep track of my investments, especially at tax time. My accountant is also appreciative. Help is good, and prompt response to queries. I use Sharesight regularly to evaluate performance of various investments, have my contracts automatically populate and also direct link into Xero.

Five Stars - great App

Yes, Sharesight is worth it. The old adage used to be 'timely, accurate and complete' and that is what Sharesight delivers. Performance reporting, income projections, tax record keeping, it can only be described as an excellent product. I'm a retired Accountant and ex-IT Consultant and a tool like this is invaluable for my financial future, recommended.

Sharesight is simple but comprehensive.

Sharesight allows us to keep all of our investment records in one place for our own purposes and also for our accountants to access and review for tax purposes. Easy to use, very comprehensive and always available. So much simpler than a spreadsheet and continually being added to to incorporate new features so that we are always compliant. Good job Sharesight.

The many advantages to the Sharesight website

For my financial needs there are many advantages to the Sharesight website; These main features include keeping (an automatically updated) shares portfolio, (a manually updated) cash account, and (a manually updated) superannuation account combined into one portfolio account; also a currency converter is useful for overseas accounts; some of the great features I regularly use are the ‘share checker’ for research such as find the long term returns, the diversity report, the tax return ...

Simple and time saving

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

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.