Sharesight Reviews in January 2025: User Ratings, Pros & Cons

Be Cautious

i cant recommend this firm their service was poor and my returns were disappointing in contrast *cirmex, org offers better support and clearer communication.

Monthly/yearly performance under control

Before using Sharesight, I found it difficult to track my investments over time frames different from the initial investment date, and it was difficult to monitor the performance of equities I had sold. Bank reports only provided returns from the initial date, which caused me to lose track of my investment performance. Using Excel files was time consuming and error prone. Now, with Sharesight, I have a much better understanding of my overall performance. Although I still can't track all my ...

Very frustrating and time-consuming…

Very frustrating and time-consuming trying to confirm past dividends and purchases to bring my portfolio data up to date. Entering data via a form is very slow. A grid update screen would be much easier and more efficient I keep needing to expand the list for older dividends. The calculated values are often slightly wrong possibly due to rounding errors Dividend reinvestment doesn't seem to account for the residual that carries over to the next dividend payment With 3 portfolios and over 50 ...

Overpriced for the service you provide

For the price I pay the customer support should be more accesible and quicker. It is also a bit slow to impact on the platform the modifications I make on my brokers. It is also a bit disapointing that I can not link Coinspot with this platform...

Information is incorrect and assistance…

Information is incorrect and assistance from emails didn’t fix the problem. Does not up date. Request refund

it gives us all the information we want…

it gives us all the information we want and its easy to use and understand.

enjoy the ease of operation

Date of experience: June 04, 2024

Better will bring more clients!

1) Need a portfolio view with cost preferably on a per parcel basis 2) Need a better consolidated view of multiple portfolios. 3) Need a better. Way to get new clients onto your system than by downloading all contract notes - for instance I had been a client on another platform and all my cost bases had already been adjusted - so now I only “half use” your system and keep looking round for a better one 4) why do all dividends have to be confirmed - surely on Aussie listed stocks the reverse ...

Unresponsive

Website difficult to navigate. Difficult to edit holdings. Company can't be bothered to respond to emails

Not great, not terrible

Positives: works well to collate and organise trades and is helpful during tax time. Negatives: platform is clunky and expensive.