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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

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 81-90 out of 410

SB

sigurjon bjornsson

02/19/23

4 out of 5

Free version is just enough, premium also worth paying

Free version is just enough for most investors and with the premium service the options are worth spending if you're serious in buying stocks as it provides a tax report and diversification report.

CT

Clive T

02/18/23

3 out of 5

The automatic lockout at renewal time is over-kill

Sharesight was great for me. I was on the most expensive "Expert" plan which gave me the option for a number of portfolios. Unfortunately my recent automatic renewal was bounced by my credit card company, and Sharesight instantly locked my account. I mean everything was locked, no free version, no nothing. I can't see the plans available, nor how much it will cost me to renew. I can't see my invoice history nor how much I paid in the past. The ONLY option available to me is to give a new ...

Read more

CT

Clive T

02/18/23

3 out of 5

The automatic lockout at renewal time is over-kill

Sharesight was great for me. I was on the most expensive "Expert" plan which gave me the option for a number of portfolios. Unfortunately my recent automatic renewal was bounced by my credit card company, and Sharesight instantly locked my account. I mean everything was locked, no free version, no nothing. I can't see the plans available, nor how much it will cost me to renew. I can't see my invoice history nor how much I paid in the past. The ONLY option available to me is to give a new ...

Read more

TI

TSniper Investor

02/17/23

5 out of 5

Perfect experience

Date of experience: February 18, 2023

CF

Charles from Canada

02/04/23

5 out of 5

This is what I was looking for.

Date of experience: February 05, 2023

R

Ray

01/29/23

5 out of 5

Excellent

The cloud-based platform and customer service are excellent.

GM

Gary M

01/25/23

5 out of 5

Sharesight gives a real insight into…the true performance of my portfolio

Sharesight gives a real insight into how my portfolio is performing. It tracks growth as well as dividends and this can be tracked against various benchmarks. It holds details of all transactions past and present. This allows me to make informed decisions about my share buys and sells.

WL

William L

01/21/23

5 out of 5

Such an easy to use site that makes…

Such an easy to use site that makes managing shares so easy. It takes the hassle out of tracking dividends, keeping tabs on the cost basis and tracking of returns. An essential tool for any investor.

MW

Mike Wharton

01/18/23

5 out of 5

A very helpful tool in keeping track of…

A very helpful tool in keeping track of my investment portfolio.

JK

John Keeble

01/14/23

5 out of 5

Extremely Streamlined and Proficient.

Date of experience: January 15, 2023