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Sharesight - Investment Portfolio Management Software

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

Monitor, manage, and maximize your stock portfolio.

4.4

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

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Sharesight Reviews & Ratings

4.4

Very Good

Based on 218 ratings & 410 reviews

Rating Distribution

Excellent

(291)

Very Good

(62)

Good

(27)

Poor

(2)

Terible

(28)

Expert's Review

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 understanding and 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 unaccessible 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 410

CD

Chris Dwyer

09/08/20

5 out of 5

Simple to use and keep track of…

Simple to use and keep track of multiple portfolios.

T

Tom

09/08/20

5 out of 5

Great tool

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

P

Paul

09/08/20

5 out of 5

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.

G

Geraldo

09/08/20

5 out of 5

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 ...

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C

Chris

09/08/20

5 out of 5

This service is great

This service is great. Preparing for annual tax returns used to take hours getting dividend details together and working out cost base for shares owned for years. This year with Sharesight the whole process was automated and took a few minutes. For the first time I can now track portfolio performance over time. If you own more than a handful of stocks this service is well worth the annual subscription.

JH

Jillian H

09/08/20

5 out of 5

Build your confidence

As a relatively novice and modest share investor, Sharesight is a great platform to help build confidence in managing your share portfolio. It is super easy to use and gives you such a clear outline of how your investments are tracking.

MM

Mark Milic, Psychways Pty Ltd

09/08/20

5 out of 5

I invest in managed funds and have…

I invest in managed funds and have subscribed to Sharesight for several years. Sharesight enables me to see a wealth of data about my investments at a glance.

JO

John O'Connell

09/08/20

5 out of 5

I have used a number of software…

I have used a number of software programs to maintain and follow the movements of the 3 portfolios I manage but none of them compare favourably with Sharesight, which is by far the most comprehensive program on the market. I have no hesitation in recommending Sharesight to friends and acquaintances.

DD

David Diggs

09/08/20

5 out of 5

This is a great programme

This is a great programme, there is nothing i can think of to make it easier to use. each time i think of something they already have it covered.

BM

Brett Mogg

09/08/20

5 out of 5

A Great Tool for all Investors

Sharesight is a great tool for any share investor. Excellent record keeping for keeping track of your portfolio including funds/etf's etc. Keeping everything up to date on sharesight is easier than any comparative program. Cost effective too.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].