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

Best share management software out there

Best share management software out there, easy to use, calculates all your dividend income retrospectively, provides all your financial year reports for tax returns, etc and saved me days compared to the Excel spreadsheet I was using. Thoroughly recommend

Worth every cent at tax time

Worth every cent at tax time. Effortless and accurate.

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 ...

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.

Just awesome

Sharesight has allowed me to manage my portfolio and record keeping requirements. The ability to link sharesight into my accounting software and trading software makes life easy and the wealth of reporting allows me to track my profiability simply.

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).

Sharesight is a great solution for tracking my investments and performance

Sharesight has been a great solution to tracking investments and performance. It also made tax time so much easier having all the necessary information in one place. It's become part of my daily like checking on performance and keeping track. I have no hesitation in recommending Sharesight.

Simple to use and keep track of…

Simple to use and keep track of multiple portfolios.

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.

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.