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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Showing 101-110 out of 410
SM
Susie Matthews
12/03/22
It is a good report every day
Date of experience: December 04, 2022
C
customer
12/03/22
The cancellation policy is a joke
The cancellation policy is a joke. If you cancel, access is lost immediately and no refund. Most companies now cancel your subscription but allow access for the period you have already paid for, but not these highway robbers. Makes upgrading or downgrading your account like Russian roulette. Other features are good, but this negative far outweighs all other positives combined.
C
customer
12/03/22
The cancellation policy is a joke
The cancellation policy is a joke. If you cancel, access is lost immediately and no refund. Most companies now cancel your subscription but allow access for the period you have already paid for, but not these highway robbers. Makes upgrading or downgrading your account like Russian roulette. Other features are good, but this negative far outweighs all other positives combined.
GD
Gary Dawson
12/02/22
Satisfaction and peace of mind
I have used Sharesight for several years and it just gets better all the time. I buy stocks on different exchanges and in different currencies, this app gives me one overview and some great reports. It does everything it says it does. I am very satsfied. Look no further.
PG
Paul Grammer
11/29/22
very very good
Date of experience: November 30, 2022
RM
Rob M
11/28/22
Sharesight makes keeping track of your…
Sharesight makes keeping track of your share portfolio simply easy.
PI
Petes Investing
11/27/22
Great summary of holdings
Great summary of holdings, very helpful with future Dividend income expectations and helps with year end Tax summaries.
AK
Andrew Knights
11/27/22
ShareSight is the easiest and most comprehensive portfolio management program I have used.
ShareSight is the easiest and most comprehensive portfolio management program I have used. It is easy to transfer buy and sell orders into the platform, including brokerage and gst. Dividends are automatically and accurately raised at ex-dividend dates, ready to be credited to the cash account or re-invested. Tax time reports are comprehensive and can be sent directly to my accountant. I can follow the progress of my investments as often as I want in dollar or percentage terms.
LH
Laura Holley
11/13/22
Can't import portfolio!
I would love to be able to use these product, however the Sharesight "get started" instructions advise to "Connect to Sharesight link" in the "import from broker" option. When I navigate to my CMC account, this link does not exist. Only a button that says "access your portfolio" which takes me back to the Sharesight "get started" page.
LH
Laura Holley
11/13/22
Can't import portfolio!
I would love to be able to use these product, however the Sharesight "get started" instructions advise to "Connect to Sharesight link" in the "import from broker" option. When I navigate to my CMC account, this link does not exist. Only a button that says "access your portfolio" which takes me back to the Sharesight "get started" page.
