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Sharesight - Investment Portfolio Management Software

Sharesight Reviews in June 2026: 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)

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 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

JR

John Robert Hudson

09/08/20

5 out of 5

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.

T

Travis

09/08/20

5 out of 5

Great site

Great site - helps to manage all reporting elements of investments and also segregates share trading from record keeping. You don't need to be tied to the same broker because all you history is with them. Sharesight continue to add new functionality to assist with investment management - would love to see news / annoucements added soon.

EA

Elizabeth A

09/08/20

5 out of 5

A real timesaver

So glad I enrolled with Sharesight. It has made keeping up to date with my investments simple and easy. I like the way it shows me dividends etc without the need to look up the paperwork. I can quickly confirm the payments. The layout is easy to use and I can see everything at a glance. I use the app for quick updates. Have no hesitation recommending it.

D

Daria

09/08/20

5 out of 5

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

P

Peter

09/08/20

5 out of 5

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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SP

Steve Phillpott

09/08/20

5 out of 5

Great platform

Great platform. A friend introduced this to me a few years back and it has been awesome. I was on the free option for ages, but now have the Investor level as I have all my investments and my partners held in one place...so easy at tax time and for any quick reports.

DB

Dianne, Bay of Plenty, NZ

09/08/20

5 out of 5

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.

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.

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.

AM

Aaron Mackay

09/08/20

5 out of 5

All round great and easy

Easy to use - Great for assisting with Tax return and there's plenty of help around if you ever get stuck (great customer service).

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

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