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Sharesight - Investment Portfolio Management Software

Sharesight Reviews in July 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 41-50 out of 460

RR

Robert Robbins

02/21/25

5 out of 5

Sharesight saved the day for me.

Recently my home computer was hacked and I lost control of my digital life. Part of my recovery involved my share trading platform cancelling my share trading account and transferring my holdings to a completely new account. The support people at Sharesight spent considerable time and effort gaining access to my trading history from my cancelled trading account and matching it with my new account giving me access to my full trading history.The support team at Sharesight cared about me as a ...

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M

Mel

02/21/25

5 out of 5

Life-changing

This has literally changed my life. I used to run a spreadsheet to track everything. Sharesight does it for me, and better than me! The amount of time it has freed up for me cannot be understated. It's like having a personal assistant take over the paper work.

AA

Amar Abrol

02/17/25

5 out of 5

Overall

Overall, the product and customer support are good. I use the product in Singapore, but one challenge is the lack of integration with local Asian brokers. This needs to be enhanced.

S

ST

02/05/25

5 out of 5

Very good service

Very good service. Issues resolved quickly. Regular updates and feature improvements.

C

Consumer

02/04/25

5 out of 5

Super helpful solving a problem

Very helpful when there were discrepancies btw my brokerage account and Sharesight Portfolio. Corrected and advice given to keep up to date automatically in future. Super friendly and prompt service, and I am only on the free plan.Definitely recommend!

A

Alex

01/31/25

5 out of 5

Easy to use and accurate

Easy to use and accurate

J

james

01/30/25

5 out of 5

Track your whole estate across multiple brokers, accounts, countries.

Best way to keep track of all your investments across multiple brokers, accounts, countries and currencies. As executor of my grandfathers estate I also used it to report his buying and selling of shares from the last 50 years and build really complex CGT reports for tax filing.

LW

LJ Welsh

01/09/25

5 out of 5

Sharesight ticks all the boxes…

I have been using Sharesight for several years now and will continue. It makes planning and reviewing your trading plan easy with the range of reports to generate. These reports also keep the accountant happy, end of year download the report and email off. Confirming dividends is effortless. Overall my portfolio with Sharesight gives me peace of mind and I am easily in control with meaningful information.

JC

Johan Cras

01/08/25

5 out of 5

Sharesight for UK Private Investors

As a private investor I've been looking for a portfolio management platform that would allow me to get away from the portfolio administration I did in excel. About a year ago, I started using Sharesight.After a year of use, I can only put one word to the experience: Wonderful!Sharesight has helped me to administrate my portfolio (with a number of Wealth Management platforms) in a very easy fashion. The automated trade integration works many Wealth Management Platforms. Calculating Capital ...

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SJ

sean joseph

01/04/25

5 out of 5

I have been using sharesight for a while

I have been using sharesight for a while now, I'm very pleased with the platform. I'm able to track my dividend growth portfolio really easily, the site is easy to navigate and great value for money.

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