Update - bug was resolved so website and original app working fine now. I’m still not happy with the new app - way too simple with far more clicks required to get relevant information and other... See more
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Review summary
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What people talk about most
Reviews shaping this summary
Great platform, streamlines the backoffice of my investment management. I'm so happy to not be managing spreadsheets to do this. Only two requests: 1. Provide a greater range of reports for consol... See more
Sharesight does have a lot of good features, being able at a glance to see how one has performed on the portfolio. I can see capital gain and currency and dividend pa which is great. I am not totally... See more
I believe that sharesight is a smart tool and easy to use. I appreciated in particular the flexibility, possibility to insert custom investment, customize classes... also the report section is ab... See more
Company replied
Company details
About Sharesight
Written by the company
Sharesight is a product built for investors, by investors. We take the complexity out of monitoring your performance, analysing your portfolio, and preparing your taxes. Join over 500,000 other self-director investors such as yourselves, from over 100 countries around the world, in making more rational decisions on your investment portfolio.
With Sharesight, you can:
Above all, it’s a way for you to keep all records related to your direct shares, managed funds, and other unlisted investments in one place.
With Sharesight, you can:
- Track your dividends — Import your trading history, then sit back and watch as corporate actions such as dividends, and stock splits are automatically incorporated.
- Know your true performance — Understand exactly how your investments are performing with daily price & currency updates, plus powerful reports and optional email alerts.
- Save time and money — Share access to your portfolio and tax reports with your accountant in a few clicks and you’ll be on your way to saving time and money during tax time.
Above all, it’s a way for you to keep all records related to your direct shares, managed funds, and other unlisted investments in one place.
Use Sharesight for FREE
Track 10 holdings for free, for life!
Ready to see what our platform can do? Dive into a sample demo portfolio to test-drive our advanced insights and tax reports and see how they can empower your financial decisions.
Contact info
Level 4, 241 Commonwealth Street, 2010, Surry Hills, Australia
- marketing@sharesight.com
- www.sharesight.com
4.0
Great
549 reviews
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Extremely helpful tool for tracking investments
This site helps me keep track of my investments and run reports to see if I'm getting too concentrated in specific industries or individual stocks (across funds and ETFs)
October 21, 2025
Reply from Sharesight
We're happy to hear that our site helps you monitor your investments and generate reports to avoid overlap and any concentration risk. Thank you for your positive feedback!
Worst customer service
Worst customer service. Some times it takes days to get a response from them and even after explaing what is wrong in their reports they give automated answers which makes no sense. Some times they dont even respond to new chat queries.
September 15, 2025
Reply from Sharesight
Hi Swathi,
Thank you for taking the time to share your feedback. We are sorry to hear about your poor experience and the frustration caused by the response time.
You are absolutely right that complex queries, especially those involving detailed holding calculations, require a longer turnaround time from our specialist teams. However, that internal process should have been communicated to you clearly and promptly. We are reviewing our internal communication timelines to ensure customers like you are kept fully informed throughout the process.
We have checked our system and confirmed that all your outstanding queries have now been addressed. If there is anything else we can do to help or if you would like to discuss this further, please don't hesitate to reach out directly to our dedicated support email at support@sharesight.com
Being a new user
Being a new user, i have found it relatively easy to navigate its features- In particular I love the feature of being able to create my own personalised investment Groups to suite my own needs.
The online chat for help is also very good and prompt in replies.
The only (minor) negative I have is the capped qty of investments for the starter plan being at 30 holdings- would be great to increase this to say 35- but I guess thats how you upsell to the next plan which is great business sense.
October 13, 2025
Reply from Sharesight
We're glad you found the platform easy to navigate and appreciate the personalized investment groups feature. It's also great to hear that our online chat support was helpful. We acknowledge your feedback regarding the starter plan's investment limit. Thanks for your review.
The customer care just take too long to…
The customer care just take too long to response to me sometimes, for example msg send on thursday , friday didnt reply me.......sometimes it needs me to repeated myself the same thing over and over again . but overall is still acceptable.
October 3, 2025
Reply from Sharesight
We appreciate you sharing your experience. We are sorry to hear that our response times and communication clarity have been inconsistent. We'll address this to improve our customer care. Thanks for your feedback.
Customer Service
They were fast to action my request. They kept me informed ever step of the process.
September 18, 2025
Reply from Sharesight
We're really glad to hear that your request was handled quickly and that we kept you informed. Thank you for your positive feedback!
I have 2 accounts
I have 2 accounts. A SMSF and an trading account. When I log in to my super account all the share numbers are wrong. I have been in contact with support who got me to manually alter all of them but its back exactly the same.
It’s pathetic really. I have emailed Aron twice with no reply. Not good enough by a very long way.
The reply below is not factual.
They attempted to fix the issue by getting me to input the data manually but as soon as I logged out and back in it was back to the incorrect amount.
I have since sent 2 emails both have been ignored.
September 18, 2025
Reply from Sharesight
We appreciate you bringing this to our attention. We are sorry to hear about the incorrect share numbers in your SMSF account and the lack of response. I believe our support team has been in touch with you.
We'll investigate this issue and work to ensure your accounts are accurate. Thank you for your feedback.
Response was quick and very helpful
Response to my query was quick and very helpful.
My query required several interactions with Sharesight support to be resolved but all responses were quick and relevant. First class support.
September 12, 2025
Reply from Sharesight
We're happy to hear that our support team provided quick and helpful responses to your query. We appreciate your feedback and are glad we could assist you effectively.
It's a great tool with a major flaw
It's a great tool for monitoring & analysis - let down massively by the fund prices being almost permanently 12-18 hours behind. Want to see how your funds have performed today? No problem - that'll be in order by lunchtime tomorrow! .......
September 10, 2025
Unprompted review
Reply from Sharesight
We appreciate your feedback on our monitoring and analysis tools. We acknowledge your concern regarding the fund prices being delayed. We constantly strive to investigate the data feed with our provider to improve the timeliness of updates.
Thanks for bringing this to our attention.
GOOD PORTFOLIO MANAGEMENT WITH FLEXIBLE REPORTS
Excellent portfolio management, mostly automatic with good flexibility in reports that can later be modified if required. Portfolio number limitations reduces flexibility a little, and cost is a factor.
September 2, 2025
Reply from Sharesight
We really appreciate your feedback! We're happy to hear that you find our portfolio management excellent and reports flexible. We acknowledge your concerns about portfolio limitations and cost.
Answered all my needs on stock-market portfolio
Answered all my needs on stock-market reporting with updates pending after making personal suggestions, great personal support online and very helpful with lodging tax and saving accounting fees.
Recommend highly.
August 26, 2025
Reply from Sharesight
We're so happy to hear that our performance reporting, personal support, and help with tax lodging met your needs. We appreciate your recommendation very much!
Need to expand brokers
I have been using Snowball Analytics but would like to switch to Sharesight. Unfortunately the Sharesight platform does not allow me to upload my positions from my bank SoFi. I don't understand why because Snowball, Fidelity etc all work with them on downloads. Uploading everything manually isn't a good option for me. Any chance there's an update on working with SoFi?
August 15, 2025
Unprompted review
Reply from Sharesight
We appreciate your feedback. We recognize the difficulty of manually uploading positions and the preference for direct integration with SoFi, as other platforms offer. We will investigate the possibility of supporting SoFi to improve your experience. Thank you for your patience.
Exposure report is brilliant
I used the exposure report to understand my overlaps in ETFs. I realised that I had 2 ETFs with almost the same exposures but one of them had higher fees. I ended up winding down that ETF as the other one gave me all the right exposures at a lower management fees.
August 14, 2025
Reply from Sharesight
Thank you for the kind words. Our team worked very hard to bring the Exposure report to life - so this is wonderful feedback to see how you used it.
We appreciate you taking the time to pen this review.
Not fit for purpose for UK investors
Not fit for purpose for UK investors. You will not make your life any easier and be able to manage your tax obligations with this subscription. Better off with a simple excel spreadsheet ! I had really high hopes for this but with only support over chat and I assume email with time being the most precious resource one can possess,I am not going to waste any more than the minimum amount of time to get to know a situation so after a small to and fro realising the situation, I cancelled my subscription.
August 6, 2025
Unprompted review
Reply from Sharesight
We appreciate your feedback and the time you took to share your experience. We're sorry to hear our product didn't meet your needs for managing UK tax obligations and that you found our support insufficient. We'll review your comments to improve our services.
Please reach out to us on support@sharesight.com. We would love to take your feedback to improve our product.
Great product. Excellent service.
The product is really good and invaluable to keep track of the portfolio performance. I haven't found much of compare tbh. Service desk is very responsive and fantastic and I really appreciate that!
The company made a very sensible decision of getting rid of the mobile app and focussing on the web and I commend them for that.
Things you could do better - some of the vendor transaction emails are now not supported I believe as they are sending transactions in PDF - please see what can be done about it.
August 7, 2025
Reply from Sharesight
We're happy to hear that you find the product invaluable for tracking portfolio performance and appreciate our responsive service desk. Thank you for acknowledging the focus on the web platform. We'll look into the vendor transaction email issue with PDF attachments.
When I try to access my secondary A/C…
When I try to access my secondary A/C in my wife's name the system puts my shares into the mix making it unsuitable for tax reporting purposes, probably I need to access it differently but repeated attempts only frustrate me!
July 31, 2025
Reply from Sharesight
We regret the difficulties you're experiencing with accessing the secondary account and the tax reporting complications. We appreciate you bringing this to our attention. We will investigate this to improve the account access process.
Please reach out to us on support@sharesight.com
Sharesight such a good app to manage a…
Sharesight such a good app to manage a share portfolio. Was using spreadsheets for decades and wish I had known about Sharesight well before now. l Absolutely recommend.
July 28, 2025
Unprompted review
Reply from Sharesight
Thank you for the lovely words, Bruce. We're happy to hear that our app has been so helpful in managing your share portfolio, especially after using spreadsheets for so long. We appreciate your recommendation!
Easy portfolio management and visibility
July 27, 2025
Reply from Sharesight
We're happy to hear that our portfolio management and visibility features are easy to use for you. Thank you for your feedback.
Reply from Sharesight
We're happy to hear that our system makes investment tracking easy and simple for you. Thank you for your positive feedback!
Reply from Sharesight
We're glad our services simplify tax time, making the process easier. Thanks for your feedback; we appreciate it!
Avoid at all costs.
Whatever you do, avoid this service. Incapable of syncing with trading account - and virtually no support service.
July 21, 2025
Unprompted review
Reply from Sharesight
We appreciate your feedback and apologise for the trouble with syncing and the lack of support. We'll investigate these issues to improve our service.
Please contact us on support@sharesight.com so we can do a specific debugging session.
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