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

A great product that has saved me…

A great product that has saved me hundreds of hours in time. If you have a serious share portfolio, you need this product.

Happy customer

I paid been a paid subscriber of Sharesight for years. I love that it gives me a detailed overview of my total portfolio. My favourite feature is the automatic handling of dividend payments and capital gains taxes, it makes tax time a breeze.

Reasonably priced and highly, highly recommended

I’ve been a paying Sharesight member for many, many years. The platform has continually improved over the years and it’s a great help for completing tax returns. Reasonably priced and highly, highly recommended. NicC Sydney.

I have been using Sharesight to manage my SMSF.

I have been using Sharesight to manage my SMSF for over 3 years and use it everyday to review the performance of the portfolio. My accountant uses the reports to complete my tax and more recently I have incorporated my personal assets into Sharesight. It is an invaluable tool. It is simple, yet comprehensive and cost effective. Highly recommended.

Huge time saver and excellent information source

I was floundering whilst trying to sort out my taxes because of my share portfolio. I had stocks that changed names, were consolidated, dividend re-invested and so many more issues. I had been trying to design a database to sort it all out but it just kept getting more complicated as I went. I finally decided to google if there were apps to sort this stuff out and could help me with my tax. I subscribed to Sharesight within hours of starting my trial. It almost instantly had me 90% of the ...

You cannot look past it!

What a magnificent aid. Keeps track of portfolios and all events associated with them. Accessible from anywhere with PC, tablet or smartphone. Powerful, feature rich and supportive but at the same time easy to use, a great way to keep track of your investments.

Start with the free. You may find yourself on the paid very soon!

I've been using Sharesight for several years. Initially, I used the free version which is generous when starting out. As our number of portfolios grew, I moved up to the paid plan. Being able to track all of our portfolios in one place is fantastic. They support shares (AU and US is all we have so far), crypto, cash et al. The best part is that there is no lock-in. I can, and do, regularly export my data into a spreadsheet (you can never be too safe) so that I always have a local copy of ...

Best program I have ever Used and…

Best program I have ever Used and better then any phone apps.

Sharesight is great!

Sharesight is great! They answer my questions promptly and I love that I can have a number of different portfolios on my subscription, without paying extra. Came in handy when dealing with my fathers estate portfolio, I was able to enter all his transactions in a separate portfolio on Sharesight and then run CGT reports etc. So easy to use, even for an IT illiterate such as myself! Great value for money (and a tax deduction in my case too)

Fantastic product...

Fantastic product. Being able to log trades automatically via trade emails from your broker is a huge time saver. Dividends are also automated. Another great feature that I use is portfolio sharing with my accountant. It’s great seeing the true return on your investments. Mobile app also gives you quick and easy access. Highly recommended.