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

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.

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 ...

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 ...

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.

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

Great tool

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

All round great and easy

Easy to use - Great for assisting with Tax return and there's plenty of help around if you ever get stuck (great customer service).

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.

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 ...

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