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 121-130 out of 410
F
Fluffybunny
09/30/22
I dislike the costing for an individual…
I dislike the costing for an individual investor who HAS to have multiple portfolios but I cannot sync cash accounts with other portfolios because they're in differing currencies. Whats the point of separating into multiple portfolios if i cant use all the features of my main portfolio.
N
Nicki
09/12/22
I find Sharesight fantastic for…
I find Sharesight fantastic for recording, analysing and managing my investment portfolios. Very easy to use and very comprehensive reporting.
S
Steve
08/21/22
Desktop excellent, Mobile Useless
Desktop version is excellent; mobile app is pointless. Have continued to give feedback to sharesight that they really need to spend a bit more time on mobile (as this is where most would review their portfolio on the go), but feedback goes into a black hole
S
Steve
08/21/22
Desktop excellent, Mobile Useless
Desktop version is excellent; mobile app is pointless. Have continued to give feedback to sharesight that they really need to spend a bit more time on mobile (as this is where most would review their portfolio on the go), but feedback goes into a black hole
D
DK
08/08/22
Excellent platform, minor improvements possible.
Sharesight is a very good platform that makes it much easier to get reports on your portfolio automatically. Some minor areas for improvement include, the starter plan allowing not more than 20 share holdings to be displayed on the dashboard, and clearer privacy/security information for any documents you upload to their server.
RS
Roofing Systems Ltd
08/06/22
I started with the free version.
I started with the free version for a year and then decided to upgrade to the yearly paid subscription to add all my investment holdings and have my accountant access for end-of-year tax records. This has made my life and time better.
SW
Suzanne Wilson
08/02/22
Sharesight just makes the whole process…
Sharesight just makes the whole process of share ownership and reporting so simple. Highly recommended.
AB
Aaron Barreto
08/02/22
What works
What works. Works well. However, sadly, a feed from ASB Securities for my transactions doesn’t work and I have to do things manually. Also dividends are a constant problem
AB
Aaron Barreto
08/02/22
What works
What works. Works well. However, sadly, a feed from ASB Securities for my transactions doesn’t work and I have to do things manually. Also dividends are a constant problem
BF
Biker from down under
07/31/22
Tax reporting and integration with Xero
The tax report is a saving grace as my trading tool does not provide it in any such detail. Love the other reports on realised and unrealised gains & losses. And also the integration with Xero saves a lot of manual work. Magic of integration just the way I like it.
