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

Great product

I created a free account about 5 years ago and started loading my stock list by hand. As I added each one I had a look at the available data. After about the 6th one I was hooked and switched to a paid account. In a word, awesome.

functionality means this is more than just another share program

The functionality means this is more than just another program that I enter the number of shares and price bought. Share trade is automated by forward contract notes to sharesight, it has also automated div reinvestment (a huge pain for me trying to keep track of purchase price for shares) and tracks remaining balances. Found the system is very accurate to what I receive (the system div amounts, franking credits etc very rarely wrong), which means that it is a quick process to confirm.

Know how you're doing

From my perspective, Sharesight is pretty much a required service for any investor. Broadly speaking, there are two types of investors: the "do-it-yourselfers" and people who have an investment adviser overseeing their investments. In my experience with investment advisers, it seems that the last thing that they want to do is tell you your actual yearly returns! Sharesight will give you that answer with no B.S. or biases. And you can compare your returns to real ETFs (exchange traded funds) ...

A much appreciated investment portfolio tool

I never truly understood how my portfolio was performing until I started using Sharesight as the information from my on-line broker only tells part of the story. I also love that my record-keeping is complete within the program and can easily be shared with my accountant at tax time. An added bonus is how well it connects with Xero to track my cash movements. And that this is a cloud-based application readily accessible from a web browser or smartphone.

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 ...

Great Service

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

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.

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 ...

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 ...

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!!!