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Sharesight - Investment Portfolio Management Software

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

Monitor, manage, and maximize your stock portfolio.

4.49

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Starts from $12 / Month, also offers free forever plan

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Sharesight Reviews & Ratings

4.49

Very Good

Based on 460 ratings & 460 reviews

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Rating Distribution

Excellent

(341)

Very Good

(62)

Good

(27)

Poor

(2)

Terrible

(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 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 inaccessible and unreliable at times, with no external support available.

  • High pricing, perceived as overpriced for the service provided.

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Showing 401-410 out of 460

Y

Yaqub

09/08/20

5 out of 5

Make tax time easier

If you're keen on making your life easier when it comes to share portfolio management and tax time, then Sharesight is the solution for you! I've had a free account for a while and the benefits of the paid service is outstanding. The reports are accurate and the service team is incredibly helpful.

A

aads

09/08/20

5 out of 5

OMG How much simpler is it to give my…

OMG How much simpler is it to give my accountant access to my portfolio and trading history - one less thing to do around tax time

JM

Janet Mcneil

09/08/20

5 out of 5

If you want to keep track of all your…

If you want to keep track of all your investments and the associated returns on one site, this is a fantastic tool. I started using the free version but quickly migrated to an upgraded version to manage our family trust as well. The app is great for getting a snapshot of your fund at any point in time. Highly recommended.

JR

John Robert Hudson

09/08/20

5 out of 5

I've found Sharesight a great way to…

I've found Sharesight a great way to track the short and long term patterns of my investments. It not only automatically updates trades from my broker, it also allows me to interrogate performance of individual shares over any time period that I choose, compare performance between shares in terms of $ or %, and follow trends by comparison to any common benchmark.

SB

Steve Barnes

09/08/20

5 out of 5

Sharesight makes managing shares easy

Sharesight makes managing shares so much easier plus provides great reporting that is especially helpful at tax time. I just forward transaction confirmations to Sharesight and it pretty much does all the rest, tracking income and growth, providing capital gains reporting. And with the mobile app it is easy to monitor my portfolio.

M

MBNZ

09/08/20

5 out of 5

Sharesight is a brilliant service that…

Sharesight is a brilliant service that saves me untold hours.

L

Linda

09/08/20

5 out of 5

Follow the recommendation

My sister recommended Sharesight a few years ago, but I resisted following her advice. How stupid was I!! I'm now using it on a daily basis and finding it a solid tool to evaluate and manage my portfolio. Saved me hours when it came to doing my tax return too. Highly recommended for the serious investor.

J

Jwibbler

09/08/20

2 out of 5

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.

CK

C Knight

09/08/20

5 out of 5

Very useful website.

Very useful website. Wouldn't be without it as use it regularly to see how my investments are tracking. The reporting is also most useful

CF

Chris Ferguson

09/08/20

5 out of 5

Fantastic and simple site to manage a…

Fantastic and simple site to manage a portfolio.

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