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

An absoloutly supurb share portfolio tracker.

We have 3 managed portfolios and primarily use Sharesight to track comparative performance of the 3. Sharesight provides reporting far superior to the web reports provided by our 3 portfolio management companies. Importing trades from emailed contract notes is a breeze so there is rarely anything to input by hand. Sharesight well deserves this 5 Star rating.

I monitor two portfolios on Sharesight

I monitor two portfolios on Sharesight, my SMSF and my personal portfolio. No need for spreadsheets as Sharesight gives all information for me to monitor and control my investments, all at pretty much the touch of a button. Jumping from one portfolio to the other is easy. I have chosen to manually enter trades as this works better for me than importing from the broker. My investing performance has improved since using Sharesight because of the excellent information available. And tax time ...

Sharesight has more than lived up to…

Sharesight has more than lived up to its promise, freeing me from tedious work maintaining my own spreadsheet to track my portfolio. It has a well designed and easy to learn user interface, all the features I need (and more) and an excellent array of customisable reports. I use it track multiple portfolios including both local and international shares, as well as several other categories of investment including cash, managed funds and property projects. The Australian tax report has ...

Excellent platform

Excellent platform. I enjoy the sheer ease of importing transactions automatically. No need to spend time of your day to do this. Reports are excellent too.

Track cash in multiple currencies

My trading account is based in AU$ but when I have sold shares in other currencies, the amount is retained in the account in the other currencies until I either convert it back to AU$ or buy shares again using it. Currently there is no way in sharesight to track cash in multiple currencies.

Great for consolidating your investments in one place.

Great for consolidating your investments in one place. I have been a sharesight customer for a few years now. It has been invaluable to me to detail three portfolio entities giving me a snapshot of my investments or if you require a more detailed look at individual stocks. I authorise my accountants to sign in and use the reporting provided by Sharesight to compete my tax reports. Sharesight is linked to Xero which I use which has also been a benefit in my taxation accounting ...

Track cash in multiple currencies

My trading account is based in AU$ but when I have sold shares in other currencies, the amount is retained in the account in the other currencies until I either convert it back to AU$ or buy shares again using it. Currently there is no way in sharesight to track cash in multiple currencies.

Great for consolidating your investments in one place.

Great for consolidating your investments in one place. I have been a sharesight customer for a few years now. It has been invaluable to me to detail three portfolio entities giving me a snapshot of my investments or if you require a more detailed look at individual stocks. I authorise my accountants to sign in and use the reporting provided by Sharesight to compete my tax reports. Sharesight is linked to Xero which I use which has also been a benefit in my taxation accounting ...

Great tool

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

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.