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Sharesight - Investment Portfolio Management Software

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

Monitor, manage, and maximize your stock portfolio.

4.4

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Starts from $12/Month, also offers free forever plan

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Sharesight Reviews & Ratings

4.4

Very Good

Based on 218 ratings & 410 reviews

Rating Distribution

Excellent

(291)

Very Good

(62)

Good

(27)

Poor

(2)

Terible

(28)

Expert's Review generated by AI

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 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 21-30 out of 410

CM

CompleteSavings member

03/09/24

5 out of 5

Great value if you have portfolios in…

Great value if you have portfolios in different countries and wish to track income and performance.

RM

Robert Mcalkich III

02/28/24

5 out of 5

Great platform

This platform is outstanding. I really like it and it has helped me tremendously. I would recommend anybody to try to use it to find a job. I get lots of callbacks and just one week.

HT

H T

02/27/24

1 out of 5

Sharesight has a few bugs BUT main problem is NON existent customer service *** AVOID***

Sharesight has a few bugs which is not good. Them main problem is then total lack of customer service. One asks a question and NO one replies or they reply without answering the Question that was asked. Being Australian no one ever seems to be on line. I have a meeting booked with Ricky but he never turned up on line and then gave me another date! I have given up with them BUT NO refunds. Terrible product.

RF

ROSS FLOOD

02/12/24

5 out of 5

What I had been looking for

Shareview has been the platform I had been looking for over a number of years, hve now been using for just over 12 months and very happy, also impressed with quick responses when I had queries in my early days of using the platform.

DF

Darren Falconer

01/30/24

5 out of 5

I had a 1on1 call with Ricky who…

I had a 1on1 call with Ricky who explained how Sharesight worked. It was very informative and I now feel I can get more out of my Sharesight experience. He was very though and answered all of my questions. Excellent.

C

CosgroveAU

01/29/24

4 out of 5

Great way to summarise your stock as a starter.

I am using Stake and found without paying for premium service summarising my stocks was limited. Some simple setup to forward emails as I make trades and share sight updates within minutes. Sadly the free plan only allows 10 holdings, and the next plan is $19 a month. For a starter investor this is too much. Wish they had a basic no frills version for a smaller monthly fee else I am going to need to find another option.

A

Austenite

01/29/24

3 out of 5

Was useful, removed CGT report, bummer

Was useful, and linked to as default reporting tool by Bendigo Invest Direct. Have now removed Capital Gains Tax reporting, so not much use any more unless you want to pay $450/year.

B

bob

01/28/24

5 out of 5

Great service

Very helpful support team, easy to use platform

DB

David Brewster

01/17/24

5 out of 5

Great solution for staying on top of investments

I've had various attempts to get on top of our investments over the years, but Sharesight is by far the best. There was a bit of work needed to get older records into the system and have them match up with what broker websites reported, but with that work done, keeping up to date and reporting to our accountant requires a fraction of the work we used to do.

DM

David Macartney

01/14/24

5 out of 5

Solved all my problems went over and…

Solved all my problems went over and above for customer support thanks Ricky