Sharesight Reviews

User Rating

4.3/5 (Based on 531 Ratings)

Rating Distribution

Excellent
68%
Very Good
15.1%
Average
6%
Poor
2.3%
Terrible
8.7%

User Sentiments

Comprehensive Reporting Features, Accurate Performance Tracking, Automatic Dividend Tracking, Easy to Use Interface

Inconsistent Broker Integrations, Occasional Data Accuracy Issues, Limited Customer Support Responsiveness, Mobile App Functionality Limitations

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Review Summary

Sharesight, a share portfolio tracker, has received mixed reviews. Users appreciate its intuitive interface, detailed reporting features, and extensive integrations with popular trading platforms. However, some find the pricing structure confusing and express concerns regarding the accuracy of data and the lack of tax reporting capabilities. Overall, Sharesight is a solid option for investors seeking a comprehensive portfolio tracking tool, but users should carefully consider their specific needs and budget before committing.

Pros

Userfriendly interface simplifies portfolio tracking and investment management.
Comprehensive features including tax reporting, dividend tracking, and performance analysis.
Supports a wide range of investments, including stocks, ETFs, and mutual funds.

Cons

Limited customization options for reports and portfolio views.
Lacks integration with certain popular financial tools and platforms.
Occasional issues with data accuracy and synchronization.

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Reviews

Alan Papert

January 13, 2026 Source: Trustpilot.com

Great support team Attentive fast…

Great support team Attentive fast response This is the best share software in NZ and Australia

Fiona

January 10, 2026 Source: Trustpilot.com

Highly recommend for analysis of your portfolio income

Easy to use programme, and saved me heaps of time juggling spreadsheets.
Good clear steps if your are unsure.
Excellent rapid response to any queries.
Sharesight have added in new features which are useful for example the future income report and the calendar. Both of these are great when balancing your overall income for the year.
I have a far better understanding of my portfolio compared to information from my stockbroker.

Lans Hansen

January 6, 2026 Source: Trustpilot.com

An essential Portfolio managementTool

I invest in US shares while based in NZ, and originally signed up with Sharesight to help calculate my NZ FIF tax liabilities. Sharesight links in perfectly with my Interactive Brokers account, and was worth the yearly subscription for just the FIF report function! I've increasingly started using the 'Diversity' Report function, with custom categories to keep track of my exposure across industries and themes, which has been great in this market.

Gabriele

January 6, 2026 Source: Trustpilot.com

Great tool for investors

Great tool for investors
Great and friendly assistance

Alan Papert

December 25, 2025 Source: Trustpilot.com

Best equity software for Australia and…

Best equity software for Australia and NZ easy to use and only software to deal with NZ tax correctly

Tony Berry

December 23, 2025 Source: Trustpilot.com

Easy to use

Easy to use, concise and gives me the reports I need accurately. Accountants happy with the program and I now have control at my fingertips.

William

December 16, 2025 Source: Trustpilot.com

Outstanding webite for virtual trading

Outstanding webite for virtual trading. Excellent position management and abilty to run various reports.

Wendy Li

December 16, 2025 Source: Trustpilot.com

Professional and efficient help!

Professional and efficient help! Thank you.

Andrew

December 15, 2025 Source: Trustpilot.com

Found it! Al Last

I have been looking for an application that records all my transactions and monitors performance on a granular scale. This does that and more.

Dennis Conrad

December 13, 2025 Source: Trustpilot.com

Sharesight is the best portfolio manager…

Just wanted to tell you that the new task tab is great. I am guilty of not taking the time to update date each of my holdings and this makes it much easier. The first portfolio I updated needed 750 some confirmations. Hate to think how long that would have taken me if I'd done each one manually. As my portfolios grow the more I appreciate the features for monitoring my portfolios that you have in Sharesight. thank you very much, keep up the good work, Dennis

Sharesight Reviews

User Rating

Rating Distribution

User Sentiments

Do You Use Sharesight?

Review Summary

Pros

Cons

Alan Papert

Fiona

Lans Hansen

Gabriele

Alan Papert

Tony Berry

William

Wendy Li

Andrew

Dennis Conrad

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