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

Best share holding program I could…

Best share holding program I could find. Live (delayed) updates are great. Have 3 portfolio's - 1 for SMFS, another for Personal and 1 for Watchlist. Can even input U.S. stocks to track. I really like the auto dividends and other corporate actions, can't wait for daily stock announcements to be added.

I've been a Sharesight user for 5 years…

I've been a Sharesight user for 5 years and it has been hugely helpful in my analysis of which shares to keep and which to trade. It also makes dividend reporting for tax returns very simple.

Without Sharesight I would be lost...

Without Sharesight I would honestly be lost as investor. I have multiple brokers and two seperate funds I manage for my wife and I. Getting performance and relevant tax data from Sharesight is a breeze compared with collecting that data from the brokers themselves. Not having to track the cost base of positions in spreadsheets means I spend my time researching great businesses to invest in instead. The product has evolved nicely over the years, and I am happy to see the pace of feature ...

early days for me but so far very good

Date of experience: September 10, 2020

This is an excellent tool for managing…

This is an excellent tool for managing and analysing my share portfolio. I used the free version for a year or so and found it useful but realised that the additional features available to the subscriber, including the educational features, made it well worth upgrading to a subscription. One of the features I find excellent is the ability to store and link purchase and sale receipts as well as dividend notifications (as pdfs) to the relevant company in my portfolio list, this, combined with ...

I found Sharesight very trustworthy and…

I found Sharesight very trustworthy and accurate in tracking my portfolio performance and keeping track of dividends. The program easily imports data directly from my preferred broker CMC . And their reports are incredibly useful for tax preparation. Highly recommended

Great way to track dividends

Sharesight is such an easy way for me to keep track of my shares and dividends The actually get back to you when you email them - in a very timely manner Great site

A world class service....

A truly excellent service that we've subscribed to since October 2012. It offers three key things from our perspective. Firstly a high level of visibility into share performance over time with the ability to perform "what if" scenarios. Secondly managing dividends and capital events is so simple and quick that it is no longer a chore. Thirdly, come tax time I can easily export spreadsheets and PDF reports very quickly, and they are simpler for the accountant to assimilate too, so our ...

I have been using Sharesight for many…

I have been using Sharesight for many years in order to manage my SMSF investment portfolio. It provides a powerful yet easy to use platform for portfolio management. They continue to evolve providing additional features and capabilities. Using Sharesight is a 'no-brainer' and one of the best investment decisions I have made!

Goodbye to messy & manual spreadsheets

Goodbye to messy spreadsheets and manual calculations. I love the ease of Sharesight in seeing the performance of my portfolios and transactions tracking. Highly recommend it to any investor.