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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 41-50 out of 410

PR

phil rechtman

10/30/23

1 out of 5

Worst program ever

Worst program ever Cannot transfer ifo from CMC markets. No one to call. Would be happy to have help with team viewer

PR

phil rechtman

10/30/23

1 out of 5

Worst program ever

Worst program ever Cannot transfer ifo from CMC markets. No one to call. Would be happy to have help with team viewer

HC

HAROLD CULLUM

10/12/23

5 out of 5

keeps me up to date ,and great for tax.

Date of experience: October 13, 2023

KH

kim herbert

08/30/23

1 out of 5

Non response by Ashik in your customer service team

Hi I have sent several questions to Ashik , over 3 days ago , I can see he has viewed them but has not bothered to reply , I find this customer service terrible

KH

kim herbert

08/30/23

1 out of 5

Non response by Ashik in your customer service team

Hi I have sent several questions to Ashik , over 3 days ago , I can see he has viewed them but has not bothered to reply , I find this customer service terrible

J

John

08/14/23

5 out of 5

Tax time reports alone are worth the subscription

I have just renewed my Sharesight (expert) subscription after the first twelve months, and it is hands down the best time saving investment I have ever made. The first thing I realized when I got my portfolios set up and started exploring Sharesight's features, was just how lacking my old Excel spreadsheets were (despite the hours I constantly seemed to put into them). Sharesight opened my eyes to a number of things that were obscured previously. e.g. Several shares that I had considered to ...

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M

Margy

08/08/23

5 out of 5

Easy to Use

I love Sharesight. If you go to the trouble to put in your investments it is such as easy way to keep track of everything.

A

Ashay

08/08/23

5 out of 5

I love this portfolio analytics tool

One of the best portfolio tracking tools i have seen. Focusses on analytics of your personal portfolio which is my primary requirement (not so much on research. you can use other websites for this). The Custom Groups feature is stellar. I was maintaining this categorization in excel sheet, and I was lucky to find a tool that provided me exactly this feature. I assessed couple of other websites for portfolio insights for about a month (even paid the monthly fee for 1 month), and finalized ...

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C

customer

08/06/23

5 out of 5

Very useful tool for managing a…

Very useful tool for managing a portfolio.

R

Ryan

07/27/23

5 out of 5

I like new UI

I like new UI. I can trust them with their tax reports.