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 71-80 out of 410
DW
David Williamson
03/29/23
Sharesight software has completely transformed the ease and accuracy of tracking total portfolio performance
Sharesight software has completely transformed the ease and accuracy with which I can track the Total Return of my investment portfolio and measure that performance against the benchmark of my choice. Most performance reports focus on the accumulated gain or loss without tracking the aggregate dividends - which for me are a significant percentage of my total return. Sharesight reports and aggregates my dividends on each holding without my engagement other than to initally record what ...
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Steven D
03/27/23
Great Portfolio Management Tool
Great portfolio management product and very prompt customer service. I use Sharesight to monitor all my ETF investments. Sharesight makes it easy to track the performance of my portfolio and provides great analytics
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Leon
03/21/23
easy to navigate
Date of experience: March 22, 2023
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Patou
03/14/23
I find this very expensive for what…
I find this very expensive for what basically are excel worksheets. And I happen to trade in 2 currencies which sharesight is not able to handle.
RM
Randall McAdory
03/09/23
It’s a great service for analyzing…
It’s a great service for analyzing investments. Best I’ve used ever. I do wish I could figure out how to import multiple years of LPL account information into Sharesight. Uploading an Excel file in the proper format has never worked.
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David
03/08/23
Good portfolio management tool
Sharesight is proving to be a useful and effective management tool for my portfolios. I find the flexibility of reporting, the ability to easily track multiple portfolios, and the opportunity to compare my results with various benchmarks, all features that I find beneficial.
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David Delahay
03/05/23
I was having problems bringing my portfolio across…
I was having problems bringing my portfolio across to Sharesight the on line team were very helpful and patient. I did find navigating the site a little confusing at first however I am getting more proficient
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JC STRONG
02/26/23
RESPONSE TIME NOT ACCEPTABLE: My subscription promises me quick…
My subscription promises me quick answers when I send a request, but the wait time is woefully long.
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JC STRONG
02/26/23
RESPONSE TIME NOT ACCEPTABLE: My subscription promises me quick…
My subscription promises me quick answers when I send a request, but the wait time is woefully long.
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Picky
02/22/23
Solid Package
Good updating, reporting and analysis, particularly YE tax. Site seems to be regularly improving with, so will become a valuable resource with more reporting options. Would like to see progress of wish list submissions, so future progress is more visible
