Monitor, manage, and maximize your stock portfolio.
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Starts from $12/Month, also offers free forever plan
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
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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TC
Tim Connolly
08/09/20
Great website for your investment stocks
Sharesight is a very useful website for tracking the performance, income and capital gains of your shares. Great EOFY reporting tools too. Five Stars!
B
Billy
08/07/20
Amazing finance tool
Amazing finance tool - great for personal use and business use. Automatically imports trades, auto calculates dividends. Awesome.
B
Bernmc
08/05/20
Excellent portfolio management…
Excellent portfolio management software. Auto import of trades, auto population with dividends, a host of reports that make tax time a breeze... nothing else out there matches the functionality of Sharesight. I've been using it for 8 years now. Free version is fully functional, limited to tracking 10 shares. The paid plans are cheap for what you get, and usually tax-deductible (at least they are in Aus), and I reckon it more than pays for itself in time saved alone.
PA
Phil Armstrong
08/05/20
This is a must have for traders and…
This is a must have for traders and long term investors alike. I've been using Sharesight since 2017, and find it invaluable for end of year tax reporting, and tracking my portfolios progress. I can see, daily, weekly, and monthly movements on my phone, and get daily price movement alerts. I can see underperformers at a glance, and most importantly create an end of year report for my accountant instantly. It pulls all my Australian and NZ holdings into a single view, and makes tracking ...
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PR
p rowland
08/05/20
Highly recommended by self-managing investor
I highly recommend Sharesight for self-managed investors. It's the ONLY paid product I subscribe. Its easy to use and saves greatly on admin and management time by automating transactions and payments.
R
Roland
08/05/20
Allows me to have an instant overview…
Allows me to have an instant overview of my various investments. Until now that was not possible and caused me to be slower to react.
L
Lee
07/12/20
Really impressive product
Really impressive product, very comprehensive and saves a lot of time for tax.
PK
Pooja Kadian
07/08/20
It's fantastic tool for DIY investors
It's fantastic tool for DIY investors. I found it so easy to track our family investments and performance. I love the dividend tracking - I didnt have to use a spreadsheet to understand the returns. My accountant also loves the reports we send from Sharesight for our regular check-ins.
B
Burrow
07/08/20
Saves me hours (and accountant fees) as…
Saves me hours (and accountant fees) as tax time. Lets me benchmark my portfolio to see how I'm really performing over time. Only inconvenience is I need to remember to manually add off-market transactions (SPP's etc)...maybe Sharesight should flag whenever one of these has occurred.."Do you need to update your holdings?". Alsp, Maven Smaller Companies Fund not yet listed as an option in the Unlisted area.
MG
Mark Greaves
07/05/20
Very efficient and effective response.
Very efficient and effective response. This is a great software system and the staff are very good to work with.
