Monitor, manage, and maximize your stock portfolio.
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Starts from $12/Month, also offers free forever plan
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
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 351-360 out of 410
A
Andrew
09/08/20
It just does everthing I need to keep track on my investments
I just need to decide when to buy/sell shares. I know that Sharesight will track my activity just by sending confirmation emails. All dividends will be there automatically after just one Approve button click. Reports for tax return is there as well. You just run them and copy figures to your tax return.
G
Giuseppe
09/08/20
One click total returns calculation!
Great tool for managing my share portfolio. It takes into account total returns where Commsec and other Aussie platforms only focus on the buy/ sell price. The news feed and analysis is getting better too. Strongly recommend you get this and use it daily!
CF
Chris Ferguson
09/08/20
Fantastic and simple site to manage a…
Fantastic and simple site to manage a portfolio.
NM
Nigel Mintern
09/08/20
Fantastic software and easy to use to…
Fantastic software and easy to use to track your portfolios and funds. Used for a few years now and is very easy manage and also get any required information for tax time - highly recommend.
GS
Gavin Skinstad
09/08/20
Wonderful product
Wonderful product I am not sure what I would do without Sharesight, it makes keeping track of your nvestments a breeze and its connectivity to xero is amazing.
DB
Dianne, Bay of Plenty, NZ
09/08/20
Less work and better monitoring
Joining Sharesight has really lightened my administration tasks associated with my share investments and made it much easier for me to monitor portfolio performance over different time frames. The ability to get quick feedback on any issues via the chat function is also much appreciated.
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Peter
09/08/20
Highly recommend from long time user
I have been using sharesight to track my Equity portfolio since 2012. I have found it to be a much more reliable indicator of total portfolio performance compared to broker reports, plus with the flexibility to run reports over various time periods (ie 6 months up to 5 years), and with the added benefits of automatically tracking all my dividends, and preparing highly accurate and time saving tax reports at year end. If you have a mid sized equity portfolio and are not using sharesight to ...
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JR
John Robert Hudson
09/08/20
I've found Sharesight a great way to…
I've found Sharesight a great way to track the short and long term patterns of my investments. It not only automatically updates trades from my broker, it also allows me to interrogate performance of individual shares over any time period that I choose, compare performance between shares in terms of $ or %, and follow trends by comparison to any common benchmark.
D
Daria
09/08/20
Sharesight has been amazing
Sharesight has been amazing. All the tax information I need is displayed making it easier for my accountant to reconcile. I’m only a novice investor but the information I need is so easy to look up. Highly recommend it
Q
QN
09/08/20
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.
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