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Sharesight - Investment Portfolio Management Software

Sharesight Reviews in May 2025: 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)

Expert's Review

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

KI

Keen Investor

08/26/20

5 out of 5

Saves a lot of time for me

Saves a lot of time for me. Was a relief when I found them 5 or more years ago now.

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 ...

Read more

DD

DOUGLAS de Lautour

08/26/20

5 out of 5

I believe in having a large no of…

I believe in having a large no of different shares. Before Sharesight, this was very time consuming and stressful at tax return time, and in keeping an eye on performance. My accountant really appreciates Sharesight. Could not look after my present portfolios without you. Thanks, D.

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.

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.

RM

Rory Montgomery

08/26/20

5 out of 5

Fantastic product

Fantastic product. Easy to use. Been using for 2 years. Couldn't survive without it.

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.

J

James

08/26/20

5 out of 5

the best

the best. that's all

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.

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.