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

I had a little problem

I had a little problem with import of NAB orders but the service advice I received fixed the issue. It's a NAB problem not yours which was good to know. I've always found the Sharesight team very helpful whenever I have had to get some assistance.

Management of a real estate, stock and bond portfolio

WITH Sharesight I was able track dividends of my REIT portfolio. Then make assess other components of portfolio as where would be component to further invest in.

Platform unaccessible. Significant reliability issues

Unable to access the platform on multiple occasions where platform fails to load. No help or support available outside your login, so if that fails there is no way to either access your data or to contact the company. Raises questions over integrity of the platform and ongoing access to your data.

Downgrade take into effect immediately so i lost 31 USD

The statistics are interested but the base price is horribly expensive. But the worst is the following: I subscribe to a monthly installment to give a try and cancelled right after payment to make sure I don't forget to do so later. The downgrade take into effect immediately, ^which means that I did not use the service at all and my money was just lost. This is not only an insult to client, it is a fraud from my local

Very con company

Fortunately, I only lost £24. I am situated in the UK but invest in different currencies. It allows you to create cash accounts in other currencies, but when you buy a share, the cash amount is immediately deducted from GBP alone. This is a scam, therefore avoid it and trade with reputable companies like [STERGAIN..], who have saved me from a difficult situation and consistently provide trustworthy profits.

Great for average trader who need that currency conversion

It's a pretty good product for the US overseas and AUS markets as it takes care of dividends, and currency (really good). The reports for my accountant would be sufficient and that nasty one where they need total value for buys/sells. I'm not sure on the reports for my accountant but they look right for now. For semi-day traders who do lots of trades, it lets you down very badly on the 1000 trade limit AND the reports time out for tax when you need them. IT support just says it can't be ...

I have been with Sharesight for the…

I have been with Sharesight for the last 12 months and have recently subscribed for another 12 months. I am happy with the software and is doing what it was intended to do. Which is keep track of my investments and display them in an easy format which I can easily read and interpret. Also the seamless automatic pulling in of info from my broker is a game changer. Not to mention customer support is just brilliant. Always following up and keeping on top of things. Thanks Sharesight, keep up ...

Sharesight is a Must-Have!

Sharesight has become a very valuable tool that helps me keep track of my family's holdings both quickly and accurately and in a format I understand. This product is intuitive to use; even for users with limited finance experience. Probably my favorite benefit of Sharesight is I now have the ability to have meaningful conversations with multiple financial advisors, with my tablet or phone in hand, and review results in a format I understand instead of having to navigate the advisor's ...

This is very helpful platform so far to…

This is very helpful platform so far to monitor the portfolio and all the help during tex time.

Great to keep track of shares and funds

It is hard to find a site that collects both NZ share prices and NZ funds. Sharesight does this, makes it easy to add transactions and presents the results very clearly. Keep up the good work!