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Sharesight
4.6 from 63 reviews

Reviews

Review distribution

5 star
49
4 star
8
3 star
2
2 star
2
1 star
2

Ken

KenPerth, WA

  • Verified customer

A superb method for quantifying share portfolio performance and translating these data into the accounting package Xero.

published

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.

Review collected in partnership with Sharesight


Clunky website

published

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.

3 comments
Sharesight
Prashant M.Sharesight
John B.
John B.

Could you organise a refund of my subscription please.
Thanks.
John Bone.

Sharesight
Prashant M.Sharesight
  • Verified customer

Excellent product

published

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.

1 comment
Sharesight
Prashant M.Sharesight

Review collected in partnership with Sharesight

Chris C.

Chris C.Greater Melbourne (Inner), VIC

This is a breakthrough in portfolio management.

published

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.

1 comment
Sharesight
Prashant M.Sharesight

julianw

julianwSydney, NSW

Just brilliant

published

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

1 comment
Sharesight
Prashant M.Sharesight

James L

James LMetropolitan Adelaide, SA

  • 2 reviews
  • 2 likes
  • Verified customer

the best. don't even look further

published

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

2 comments
Sharesight
Prashant M.Sharesight
James L
James L

Thanks Prashant. Sharesight really makes my business streamlined and easy to manage. My entire transaction recording is completely automated

Review collected in partnership with Sharesight


Roger M

Roger M

  • 2 reviews
  • 2 likes
  • Verified customer

Excellent all round functionality and time saving

published
1 comment
Sharesight
Prashant M.Sharesight

Review collected in partnership with Sharesight


  • Verified customer

Exceeded my expectations, absolutely love it!

published

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

Transparency
1 comment
Sharesight
Prashant M.Sharesight

Review collected in partnership with Sharesight

  • Verified customer

Making life easier

published

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.

Transparency
1 comment
Sharesight
Prashant M.Sharesight

Review collected in partnership with Sharesight

  • Verified customer

Excellent platform, great portfolio management.

published
1 comment
Sharesight
Prashant M.Sharesight

Review collected in partnership with Sharesight


  • Verified customer

Addicted to Sharesight

published

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.

1 comment
Sharesight
Prashant M.Sharesight

Review collected in partnership with Sharesight


  • Verified customer

Excellent product, particularly helpful for dealing with managed funds

published
1 comment
Sharesight
Prashant M.Sharesight

Review collected in partnership with Sharesight


Duane

DuaneSydney, NSW

  • 4 reviews
  • 3 likes

Everything I Need, Plus Some

published

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. !

Transparency
1 comment
Sharesight
Prashant M.Sharesight

Stephen B

Stephen BSydney, NSW

  • Verified customer

As Good As It Gets

published

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.

1 comment
Sharesight
Prashant M.Sharesight

Review collected in partnership with Sharesight

Sharyn S.

Sharyn S.Central Highlands and Goldfields, VIC

Great functionality all round

published

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!!

Transparency
1 comment
Sharesight
Prashant M.Sharesight
Sue M

Sue MSouth East Queensland, QLD

  • 5 reviews

I love this!

published

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.

Transparency
1 comment
Sharesight
Prashant M.Sharesight

Chambo55

Chambo55Sydney, NSW

  • Verified customer

Good portfolio tracker if you have nothing else

published

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.

Transparency
1 comment
Sharesight
Prashant M.Sharesight

  • Verified customer

Makes Life so much easier

published

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

Transparency
1 comment
Sharesight
Prashant M.Sharesight

Review collected in partnership with Sharesight


Tim

TimCanberra Central 2601, ACT

  • Verified customer

patience and thoroughness

published

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

Transparency
1 comment
Sharesight
Prashant M.Sharesight

Review collected in partnership with Sharesight


Jono

JonoSydney, NSW

  • Verified customer

Speedy resolution to feature issue

published

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.

1 comment
Sharesight
Prashant M.Sharesight

Review collected in partnership with Sharesight


Page 1 of 4

Questions & Answers

Ngoc Vinh N

Ngoc Vinh Nasked

Hi Sharesight customer service,
We had CMC account which are no longer used, because of sharesight account was set up from them, we can not cancel it because we are afraid of loosing data from sharesight, when opening new account from SelfWealth, we don't know what to do, always in sharesight there are trades were mixed between our joint account and our superannuation account, we have to manually delete superannuation trades in sharesight, but we can not do that from time to time , we know that always there are a solution, please help us how to manage our porfolio, leave our joint account in sharesight only without losing any previous data. Thanks
Regards,
Ngoc Vinh Nguyen

No answers

Rob Law

Rob Lawasked

Can I get dividend information direct from the share registry?
Are dividends checked against bank account?
Will it automatically update CommSec buys and sells?
What is supplied in each version of the program?
Will it cope with company share offers?
Who can see the information I put in the program?
Can I feed existing information into the program using a CSV file?
Regards Rob

4 answers
julianw
julianw

Most of those questions are yes, but you can do your own due diligence.
You're obviously smart enough to do that.
It works for me

Chris C.
Chris C.

Hi Rob,
Sharesight handles dividends, splits, bonus shares, takeovers brilliantly. It is all auto fill as long as you have the number of initially accurate. I check every dividend payt against Sharesight and its 100% accurate. My buys and sells via CommSec are updated by Sharesight. The admin work you need to do to professionally run a portfolio is pretty much handled automatically.
Regards
Chris C

Rob Law
Rob Law

Hi Chris and Julian
Thanks for the information. I will contact Sharesight direct and check it out.
Regards
Rob


Lomray ty Ltd

Lomray ty Ltdasked

I am computer illiterate.
I need assistance to access whatever information your organisation has of mine.
I need someone to read this question who does not laugh at me.
Victor Batten phone 0402229587

1 answer
Sharesight
Prashant M.Sharesight

Hi Victor

Can you please send an email with your query to support@sharesight.com, and one of our friendly support team will respond to your query.

Regards,
Prashant


Get an answer from our members and Sharesight representatives

Details

CategoryOnline Forex / Share Trading

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