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Sharesight - Investment Portfolio Management Software

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

Monitor, manage, and maximize your stock portfolio.

4.49

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Starts from $12 / Month, also offers free forever plan

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Sharesight Reviews & Ratings

4.49

Very Good

Based on 460 ratings & 460 reviews

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Rating Distribution

Excellent

(341)

Very Good

(62)

Good

(27)

Poor

(2)

Terrible

(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 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 inaccessible and unreliable at times, with no external support available.

  • High pricing, perceived as overpriced for the service provided.

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Showing 341-350 out of 460

W

WH

09/09/20

5 out of 5

Been a Sharesight user for more than 2…

Been a Sharesight user for more than 2 years now. Started with the free version and eventually upgraded to cater for a bigger portfolio. Extremely user friendly, great great help during tax time and just provides a great high level and in depth view of a portfolio's performance to enable better buy/sell/grow/trim decisions.

K

Karl

09/09/20

5 out of 5

Great Website/App and Service

I've wasted a lot of time and money on Share market apps and websites in the past and I'm glad I'm not using Sharesight. It's very simple to use and does an amazing job at automatically updating my holdings and dividends.

C

customer

09/09/20

5 out of 5

An extremely easy to use portfolio manager

An extremely easy to use portfolio manager that helps keep track of my shares as well as comprehensive reports on performance . Assists with my investment decisions .

WT

Warwick Trethowan

09/09/20

5 out of 5

Have been using sharesite for the past…

Have been using sharesite for the past 3 mths and found it very positive and helpful

S

Samuel

09/09/20

5 out of 5

Clever and a needed program.

From a newbie, I really like shareshight. I use it to calculate my capital gains tax and dividend. I LITERALLY dont need a tax agent as this makes it simple. Once you have an export cvs file you can easily export your trades. Its a clever program for tracking your portfolio - but I use it purely for my CGT at financial year.

DM

D. Miles

09/09/20

5 out of 5

Sharesight has saved me many hours of…

Sharesight has saved me many hours of preparing records for my accountant. It's automatic tracking of dividends and share-splits is helpful beyond words. Another great feature is CGT forecasting and optimisation. Highly recommended, will pay for itself several times over each year.

HI

Happy Investor

09/09/20

5 out of 5

Sharesight-Providing a total financial picture

I needed an application to take control of our financial situation. Sharesight has provided us with a total picture that allows for sensible conversations with my accountant and other family members about how to best manage our assets. Tax time has been made easy with direct access for our accountant. Support is quick thorough and courteous. And there is good communication provided with regular updates and webinars. More than just software a great service!

R

RHS

09/09/20

5 out of 5

Sharesight - excellent and essential.

I have been a Sharesight subscriber for over 5 years now. It is excellent at tracking all of my CommSec share portfolio transactions automatically and seamlessly. Perfect for portfolio/historical analysis, tax reporting and storing tax records. An essential service and invaluable resource. Highly recommended.

R

Rodney

09/09/20

5 out of 5

Fantastic product

Fantastic product. Don't know how I managed my portfolio before Sharesight. This makes tracking performance so much easier. Plus, tax time has become a relative breeze compared with manual spreadsheeets. With just a couple of mouse clicks, Sharesight gives me the data I need to manage my investments. I highly recommend you try it.

D

Dan

09/09/20

5 out of 5

Excellent way to keep track

User-friendly and very helpful way to keep track of your stock portfolio, tax liabilities, dividend income, bonus issues etc. I have found the help-desk staff to be very helpful and understanding of my novice level questions. This site is ideal for anyone with little experience, but I understand now that it also caters for expert investors too.

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