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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 391-400 out of 410

EW

Edward W

08/26/20

5 out of 5

Excellent platform for tracking shares

Excellent platform that makes it very easy to track the performance of my portfolio but also interact with my accountant at tax time.

DH

Doug H

08/26/20

5 out of 5

Superior Investment Monitoring

Sharesight has revolutionized my approach to management of investment portfolios. Further it provides management reporting that is superior on several dimensions to that offered by Fund Managers. The FIF tax reporting for NZ investors is excellent. I could not have achieved the same performance from self management without Sharesight. This has also provided significant savings in management fees. I highly recommend it to investors wanting to have a superior way of managing their investments ...

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KM

Kerryn Moses

08/26/20

5 out of 5

A brilliant solution to manage your…

A brilliant solution to manage your shares. Highly recommend.

I

Ian

08/26/20

4 out of 5

Lots of functionality and excellent customer support.

Sharesight is a cloud based system which lets me keep on top of my portfolios wherever I am. Simple and easy to use it has most of the functions I need. The customer support people are responsive to any queries/issues and are very polite if it is a user generated issue. Way better than the spreadsheets and PC based systems I used to use.

B

Ben

08/26/20

5 out of 5

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.

NA

Nigel A

08/26/20

5 out of 5

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!!!

J

James

08/26/20

5 out of 5

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 ...

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S

S.M

08/26/20

5 out of 5

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 ...

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JW

John Wilson

08/26/20

5 out of 5

Great Service

Sharesight provides easy and accurate portfolio tracking and reporting. Its a little pricy but saves a lot of time.

SF

Samuel Fraser

08/24/20

5 out of 5

Hugely helpfu

A hugely helpful continuous updating track of my portfolio. Already recommend this to all my mates.

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

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