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

Perfect for monitoring and tracking my…

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

Great product

I created a free account about 5 years ago and started loading my stock list by hand. As I added each one I had a look at the available data. After about the 6th one I was hooked and switched to a paid account. In a word, awesome.

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.

Sharesight provides full Multi asset class coverage

I’ve been using Sharesight now about 6years and it’s value to me only ever increases with time. Not only does it help me manage my global equities, but also property, bonds, cash and alternatives .... full multi asset class capability for a modest monthly fee. Fantastic!!!

Really useful tool to organise your…

Really useful tool to organise your trade history. Makes portfolio review and end of year tax management so much easier. Moved here after Google stopped supporting their portfolio tool and couldn't be happier.

I am a self directed DYI investor for…

I am a self directed DYI investor for about six years managing both my personal funds and my retirement account (Australian self managed superannuation fund). I found sharesight very soon after starting to manage my own money and I can't imagine being able to track my investments any other way. I used a spreadsheet for a short time and it was impossible, and I still use a spreadsheet for options trades and say a prayer every time I make and entry in the hope Sharesight can one day help ...

My Selfish Review of Sharesight

I’m going on year three of using Sharesight to track and gauge my performance across multiple accounts. The ease of use and information available at my disposal let me easily see how I am doing against my chosen bench mark and allow me to prepare for tax time with organization. I’ve been asked by sharesight to provide an unbiased review of their services, and reviews are not something I usually do. I can honestly say if sharesight for some reason would cease to exist I truly would be ...

A much appreciated investment portfolio tool

I never truly understood how my portfolio was performing until I started using Sharesight as the information from my on-line broker only tells part of the story. I also love that my record-keeping is complete within the program and can easily be shared with my accountant at tax time. An added bonus is how well it connects with Xero to track my cash movements. And that this is a cloud-based application readily accessible from a web browser or smartphone.

We have used Sharesight since it inception

We have used Sharesight since its inception for our commercial trusts investment portfolio. Having tried many other management systems we have found Sharesight to be the best in its class.

Great simple system that allows easy…

Great simple system that allows easy and accurate tracking of a portfolio. Has saved us lots of fees with the accountant to provide tax information.