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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 371-380 out of 410

NM

Nigel Mintern

09/08/20

5 out of 5

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.

RG

Robert G

09/06/20

5 out of 5

fantastic reporting tool and…

fantastic reporting tool and outstanding personalised customer support, highly recommended

D

Derrick

09/01/20

5 out of 5

Sharesight is a very useful package for my total portfolio performance

Sharesight is a very useful package for performance of my portfolio across two currencies & 3 exchanges. It captures my share changes in Australia automatically & picks up on all dividends on all 3 exchanges. It provides performance overall in AUD so easy to see summary performance. It also provides the end of year tax summary. Excellent system & good support & information.

D

Doug

08/30/20

5 out of 5

I used to manage up to 4 portfolio on…

I used to manage up to 4 portfolio on an Excel spreadsheet which ended up consumming too much time and wrong entries.Tax time a nightmare. Discovering sharesight everything is now a breeze. A click of a button get instant results on each portfolio and sorting tax obligations couldn't be more simpler. Love the product

MM

Malcolm McKinnon

08/29/20

5 out of 5

We have been using Sharesight for many…

We have been using Sharesight for many years to analyse a wide range of stock from around the world. We look for stocks that have a consistent record of steadily increasing share prices over 5 years, one year and 3 months. A steadily increasing stock price is an indication of a well managed business in a good market. Sharesight is extremely easy to learn. We use it several times each day. For example, we have 30 odd shares in our Super Fund and check it each morning to see how the stock ...

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J

Jenny

08/28/20

5 out of 5

Can't recommend it enough!

I have been using Sharesight for almost two years. I have my brokerage account and super accounts linked to it so that it is automatically updated with all my trades. I do all my portfolio analysis using Sharesight - tracking investments across portfolios and countries. I tried several other tools before coming across Sharesight and this was the only one that had good support not only for North American stocks but for other markets too. Can't recommend it enough!

AH

Andrew Harrisson

08/27/20

5 out of 5

A great service that not only tracks…

A great service that not only tracks your investments globaly but provides all the reports you'd ever need for tax, performance and category analysis.

B

Brendan

08/27/20

5 out of 5

Easy to use

Easy to use. Takes all the hard work out of monitoring performance. Definitely recommend giving it a try

BL

Bruce Lusty

08/27/20

5 out of 5

Great portfolio tracking software.

I have been using Sharesight since 2013. Before that I used Microsoft Money to track my portfolios.I started with the free version and I now invest and track 4 separate portfolios using Sharesight. It easily keeps track of them all separately, or combined, with excellent tax reports shared directly with my accountant and fantastic performance tracking in real time. I would definitely not be without this as a serious, or part time investor.

T

TONY

08/27/20

5 out of 5

Perfect for monitoring and tracking my…

Perfect for monitoring and tracking my portfolios. All my trades are automatically imported into Sharesight.

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

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