Sharesight Reviews in May 2025: User Ratings, Pros & Cons

Good for my long only account

Good for my long only account, but now useless for my personal account where I have recently started using shorts. they are not accepted when importing.

fantastic reporting tool and…

fantastic reporting tool and outstanding personalised customer support, highly recommended

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.

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

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 ...

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!

Know how you're doing

From my perspective, Sharesight is pretty much a required service for any investor. Broadly speaking, there are two types of investors: the "do-it-yourselfers" and people who have an investment adviser overseeing their investments. In my experience with investment advisers, it seems that the last thing that they want to do is tell you your actual yearly returns! Sharesight will give you that answer with no B.S. or biases. And you can compare your returns to real ETFs (exchange traded funds) ...

functionality means this is more than just another share program

The functionality means this is more than just another program that I enter the number of shares and price bought. Share trade is automated by forward contract notes to sharesight, it has also automated div reinvestment (a huge pain for me trying to keep track of purchase price for shares) and tracks remaining balances. Found the system is very accurate to what I receive (the system div amounts, franking credits etc very rarely wrong), which means that it is a quick process to confirm.

Easy to use

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

Perfect for monitoring and tracking my…

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