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

Excellent share tracking and reporting tool

I have been using Sharessight for a number of years to manage my Australian and US shares. It is a user-friendly tool, anticipates in advance all dividends to be paid, tracks all shares and dividends, accounts for forex impacts, and assess overall portfolio profitability. The tax reports are very useful for tax reporting and includes CGT calculations. I highly recommend Sharesight for managing your shares.

Using Sharesight has saved me weeks of…

Using Sharesight has saved me weeks of work preparing tax returns. Working out the cost of sold shares going back decades using spreadsheets was getting too hard - Sharesight made it so easy.

Fantastic Product for 10 years & counting!

I have been using Sharesight for over 10 years. It has provided clarity with regard to monitoring performance of my portfolio together with reporting for tax. The continuing upgrades over this period have really contributed to what is now an excellent product and incredibly useful to me. Highly recommended and value for money !!

International Shares Dividends

International Shares dividends are converted to AU$ always with the wrong exchange rate. I would find it more useful to not convert to AU$, just show the home currency amount and taxes as they apply. I will do the conversion when the relevant exchange rate is known.

Answers for accountants

The information collected is very helpful.

Excellent Record of Shares and Dividends

Sharesight is a simple to use record of my share holdings. It's great that I can run reports for my US holdings as well as for local holdings. I'm probably not using it to its full advantage but am happy with the program so far.

Sharesight Interface - Getting better. most days!

Like: The end reports Need improvement: 1. Using native English speakers for text prompts and 2. bin the first dialogue window when the user selects a report to run. 3. Reports are "Run" not saved, unless SS intends to implement a "Favourites" option for reports

I feel much more organised !

Date of experience: March 23, 2024

My default portfolio manager

Reliable and useful portfolio manager. Helpful reports.

Fantastic app for aggregating various…

Fantastic app for aggregating various portfolios across different brokers to allow reporting. Just the right reports and export capabilities to allow additional analysis in Excel / Google Sheets if you need it. Their support team is great too - extremely helpful and responsive.