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

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.

Good for my long only account

Good for my long only account, but now useless for my personal account where I have recently started using shorts. they are not accepted when importing.

Just awesome

Sharesight has allowed me to manage my portfolio and record keeping requirements. The ability to link sharesight into my accounting software and trading software makes life easy and the wealth of reporting allows me to track my profiability simply.

Sharesight is a brilliant service that…

Sharesight is a brilliant service that saves me untold hours.

Sharesight makes managing shares easy

Sharesight makes managing shares so much easier plus provides great reporting that is especially helpful at tax time. I just forward transaction confirmations to Sharesight and it pretty much does all the rest, tracking income and growth, providing capital gains reporting. And with the mobile app it is easy to monitor my portfolio.

Follow the recommendation

My sister recommended Sharesight a few years ago, but I resisted following her advice. How stupid was I!! I'm now using it on a daily basis and finding it a solid tool to evaluate and manage my portfolio. Saved me hours when it came to doing my tax return too. Highly recommended for the serious investor.

Very useful website.

Very useful website. Wouldn't be without it as use it regularly to see how my investments are tracking. The reporting is also most useful

Record keeping simplified - Sharesight perspective

After using Sharesight for a few years, the most under rated features and the best from my perspective, are the integration with my share broker (Commsec) and the access granted to my accountant, simplifying record keeping. I will generally be notified a trade has been imported into Sharesight before notification arrives from Commsec. The fact that it happens automatically suits the accountant having regards to our SMSF being always up to date. After 40+ years of investing in shares in ...

Great product, saves tax time.

Been with Sharesight for years. There's always room for improvement but overall love the product. I rely on the capital gain tax report in particular. It's a huge time saver and also helps avoid errors. Income reports also great with automatic importing of dividend payments.

Delete the spreadsheet, use Sharesight

I am probably a conservative user of Sharesight because I don't use many of the extensive investing tools the software provides, however I do enjoy having a concise and accurate record of our equity investments. Sharesight is linked to our Xero accounting package for our accountant and he is able to access the dividend records stored on Sharesight. I love how Sharesight accesses our bank account records on Xero and provides us with our 'wealth' status at a glance. I have found the help ...