Sharesight

Automates the following tasks: 1. Tracking share purchases and sales 2. Recording dividends 3. Measuring portfolio performance and diversification. 4. Integrates asset purchases, sales and dividends seamlessly in the Xero accounting package. All is done online in real time.

I think I have spent more time getting Sharesight up and functional than actually collating the information manually as I have in the past.
The lack of phone support is lamentable.

A great cost effective product to track portfolios. Ongoing and continued development has been good as it has allowed further customisation and individualisation of portfolios to deal with issues such as different tax rates for example. I have been using for a few years and it only keeps getting better.

Hi Investors,
I have been investing for 30 years way be for there were off the shelf computer programs to track portfolio's. I found Sharesight while on google, boasting that Sharesight could track portfolios and dividends accurately, I was sceptical but tried it. I couldn't believe how it automatically updated my portfolio and dividend, franked, unfranked, distributions etc and it talks to my stock broking account Commsec transferring buys and sells seamlessly. I have been using it for 2 years and now give my accountant a Sharesight PDF of my EOFY results. I highly recommend it. I run 4 sizeable portfolios with it.

Took me a while to get it setup with my bank and trading platform, but once that was done, it's a case of setup and forget. It does all the work importing your data and shows you your results every which way

best portfolio manager on the market. BAR NONE

if you have any other questions, just take a free trial. anybody who is serious about investing should be using this. the end

Sharesight makes everything so easy! Being a young investor and trying to “learn the ropes”, Sharesight has made it so much easier for me to keep track of my portfolio and also understand some bits and pieces I didn’t know about or understand. Very nice looking and simple user interface on the computer, and the app is great and simple as well. I think the level of simplicity is perfect for people like me, and it seems to also have the technical side if that’s where you’re at. Amazing for keeping track of your portfolio and makes dividend tracking a breeze. Staff are very friendly, helpful and prompt when I have needed it. Highly HIGHLY recommend and just can’t get enough of it

Life's complicated enough, and Sharesight makes it a lot easier for me at least, especially with the Xero integration. Thanks for a product that feels like I wrote the product requirements and spec myself.

I access Sharesight on average once per day and have been doing so for a very long time - over 10 years. I have recommended it to clients and have never had a bad word to say about it. If there's ever been a glitch (about 3 in 10 years) I've received an answer to an email within a day or two. I could not keep track of my investments without it.

I highly value what and how Sharesight works and provides me great overall visibility of my portfolio and related communications. I've tried other products, but Sharesight is great and gives me everything I need. !

Sharesight has all the bases covered: ability to add holdings a variety of ways, dividends automatically reported, taxable income report (among many). And on top of that, their support is great. So glad I found it.

Love the app and the website even more. So easy to use, on web you have extra ability to add notes re each holding and can adjust dividend info manually if you need to. Love love love - so much better than a spreadsheet!!

Excellent product. Wish I knew about this ages ago. Simple, basic and interesting. My tax agent absolutely loved and raved about it. If your new to investing or just curious about it, check out Sharesight. Highly recommended.

A good way of seeing all your share holdings in one place. The auto add feature is good in theory, but has a bug as I was only getting 50% of my COMMSEC trades being auto recorded, so still requires me to check each trade. The auto add dividends to holdings is a good feature.
I do wish I could see a consolidated view of my holdings, including the comment field. I did ask about having this feature added, but doesn't sound like it will happen any time soon.

Still looking for the perfect fit.

Wish I'd found this site years ago. Has made the tracking, analysis and tax reporting on portfolio exceedly easy and less costly. Support has been great and any issues I have had, like the new beta for Interactive brokers has been action promptly and efficiently. Would highly recommend

Trity helped me resolve my complications I had with mergers and acquisitions. Great screen shots. She was very thorough and was able to walk me through the procedure. I appreciate it.
Thanks

Good customer support to an unusual (but repeating) issue ... there was a user fix/work around.
Maybe Sharesight should try and have predicted this issue (pre IPO stock has "ZZ" suffix, so doesn't match with stock code when sold post IPO)... some more AI to predict common problems? But again, service was great.