- Sign in
- Write a review
Sharesight
Kevin D.Sydney, NSW
- 2 reviews
- 1 like
Does what it says (great) but is only as good as the data supplied
Ive 2 accounts, CMC and IB, CMC data has not missed a beat in 3 years. Check the corp actions but its easy to fix. IB data has transactions regularly missing - not Sharesight prob but IB problem - IB is notorious for slack support so be aware if using IB (your gonna be doing a bit of checking and fixing).
1 comment
Similar opinion? Write a review on ProductReview.com.au!
Glenn M.South East Queensland, QLD
Excellent
Simple, easy, accurate and reliable tracking. A core tool in managing my investments. Whilst I 'could' do this with spreadsheets I'd always be asking 'did I miss anything?'. Love it!
1 comment
Prashant M.Sharesight
Hi Glenn,
Thank you so much for taking the time to write this review for us.... Read more
Regards, PrashantSimilar opinion? Write a review on ProductReview.com.au!
Gordon L.South East Queensland, QLD
Does not connect to cmc markets account
Has api connection issues with cmc markets account. Have to wait days for help on sharesight web site. I would never pay for something like this. Tried over and over again to fix issue including revoking api connection. no luck.
1 comment
Prashant M.Sharesight
Hi Gordon,
Thanks for taking the time to write this review. The CMC API issue is now fixed working. Just FYI - this is integration from CMC to us - so it was an issue on their code. They have now resolved it and it works well.... Read more
Even if the API connection is broken, this blog explains how you could bring your trades into Sharesight. (https://www.sharesight.com/blog/connect-from-cmc-markets-stockbroking-directly-to-sharesights-portfolio-tracker/). We hope you would find this useful. If you gave us another try, I am sure you won't be disappointed with the insights you get into your portfolio. Regards, PrashantSimilar opinion? Write a review on ProductReview.com.au!
Find out how Sharesight compares to other Online Forex / Share Trading Services
Know better, choose better.
Must have software if you are into shares.
I hadn't kept accurate records for my share purchases & some sales I made in the last financial year & was looking with dread toward tax time due to having to work out Capital gains.
I needn't have worried. The option to import all my transactions from my Stock broking accounts & automatically work out Capital gains for my return is just quite astounding & saved me so much time & heartache.
1 comment
Prashant M.Sharesight
Hi Ralph
Thank you so much for taking the time to write this review for us. Our mission is to make the best portfolio tracker imaginable.... Read more
Regards, PrashantSimilar opinion? Write a review on ProductReview.com.au!
Richard
- 3 reviews
- 3 likes
- Verified customer
Avoid.. Very poor response to problems
I paid my sub on the 4th September via OSKA. It was sent.
Since then a couple of emails telling me it was not paid.
I responded telling them it was.
Today, 2 weeks later, the account is locked for failure to pay.
Seemingly can not be bothered to check details.
Or use phone.
Does not really matter really as getting the link going between bank and this shower has been a nightmare.. For some reason, share data can not be "moved" across", despite being represented by electrons, because it does not contain historical data...
Heads up .. Chess does not hold that so what sort of dumb excuse is this??
The take away for all this.. Not worth the hassle.
Avoid them. I am now demanding a refund.
Similar opinion? Write a review on ProductReview.com.au!
Pottering11Perth, WA
- 15 reviews
- 2 likes
- Verified customer
Awesome portfolio management solution
I have used Sharesight for 2 years or so and the premium plan for the last 18 months or so
It is great to be able to view total return, including dividends and also know that buys and sell dates are taken into account
Great also to be able to view closed and open or just open positions to see cumulative growth of the portfolio over time. Also value the ability to set different times periods to look at performance as well as the diversity report, which helps to check to see visually how the portfolio is tracking across different holdings/secto...Read more
rs compared to planned allocation goals Also value the option of having 3 portfolios; helps to be able to track holdings of different family members etc Makes calculation of CGT and completion of tax statements at tax time so much easier as wellSimilar opinion? Write a review on ProductReview.com.au!
JanToowoomba
- 2 reviews
- 1 like
Revolutionary time saving software
I don't often write product reviews because of limited time, but Sharesight has saved me so much time in the last two years, that it is deserving of a few minutes now to rave of its virtues! Recording dividends now is just a quick click of a button once a month, trades take only a few seconds longer, tax time a breeze as I download the report in a few minutes and email off to my accountant. Goodbye Excel.
Sharesight's only risk is being an on-line program, so I do save reports, but live pricing is such a useful tool it's worth it.
Applause for the writers of this program ... simple to use, hugely time saving, and keeps me current with whats happening with my portfolio at a glance. Very well done!
Similar opinion? Write a review on ProductReview.com.au!
Awesome tracking system
I have been using ShareSight for a year or so now, after using a spreadsheet for years. I ended up with the highest level subscription as I really needed all the best features that are offered. I was hesitant at first to trust all my data being only kept online, but have found ways to back up (just in case). New features have been added since I started using SS, and they regularly offer educational webinars on the features of the software.
Similar opinion? Write a review on ProductReview.com.au!
JohnnymacSouth East Queensland, QLD
- 3 reviews
- 2 likes
Too Limited for single retired user
I think that the Free version stocks limit is too low. Many retired users like myself would have a larger portfolio than is provided for free. I am happy with the single portfolio limit but I think the stocks limit should be double what is offered for the free account
Similar opinion? Write a review on ProductReview.com.au!
Find out how Sharesight compares to other Online Forex / Share Trading Services
Know better, choose better.
Excellent portfolio management tool
I have used Sharesight for a few years now and it has been excellent and constantly getting better. Great value for money, tightly integrated with the markets and assets trades, excellent reporting. Highly recommended.
Similar opinion? Write a review on ProductReview.com.au!
MelbMattGreater Melbourne (Inner), VIC
- 2 reviews
Not a bad tool to help you ditch the spreadsheet
Have some excellent features such as dividend tracking, reporting and future income reporting.
Accepts most broker trade confirmation emails, i.e. CommSec and Stake, to auto import data which makes keeping your portfolio on Sharesight up to date easy.
They don't currently support popular Micro Investing services such as Raiz and Spaceship which is really the only detractor for me, having support for fintech's would help me, and others I'm sure, keep track of their investments on the one platform.
Overall substantial value for money for a tool that helps you get rid of your spreadsheet and helps simplify keeping track of your investment portfolio.
Similar opinion? Write a review on ProductReview.com.au!
AnthonyVictoria
Trust Distribution amount not appearing in Taxable Income Report
With SYD (Sydney Airport) distributions, the Taxable Income Report does not appear to classify the distributions in the correct financial year. Changing the ex-date advised by the support team does not remedy this.
Similar opinion? Write a review on ProductReview.com.au!
markymark18Sydney, NSW
- 6 reviews
- 2 likes
Brilliant software solution
Was previously a user of Quicken for over 20 years and thought I'd give the free Sharesight tool a try. After dabbling with Sharesight for a few weeks I could see straight away how powerful and time saving the software is.
So I have now made the switch across to the Sharesight with Xero integration replacing Quicken and love it. Preparing my end of year data for tax is a breeze, pretty much a couple of reports to send off to the accountant.
The ability to record data by different portfolios allows me to manage both my Super account and personal data with the one subscription.
Have even added property data to it which enables a complete view of assets held and the ability to compare their performance.
Fantastic innovative product.
1 comment
Prashant M.Sharesight
Hi markymark18
We love your story of how you use Sharesight in collaboration with some of our partner products. Thank you so much for taking the time to write this review for us.... Read more
Kind regards, PrashantSimilar opinion? Write a review on ProductReview.com.au!
Richard TophamGreater Melbourne (Metropolitan), VIC
The perfect record keeping system for the personal investor
I've been around financial markets all my working life. In retirement I manage my own funds. So far as I am concerned Sharesight offers all the support I need to make proper decisions and provides all the reports my accountant needs once a year.
1 comment
Prashant M.Sharesight
Hi Richard
Thank you so much for this review. We really appreciate it.... Read more
Regards, Team from SharesightSimilar opinion? Write a review on ProductReview.com.au!
AllisonTasmania
- 7 reviews
great!
I love using Sharesight to get valuable insights into our portfolio performance. Any further ways Sharesight can work with Selfwealth would be greatly appreciated. We heard of Sharesight through the Aussie Firebug blog/podcast and have never regretted the decision to sign up. Well done!
1 comment
Prashant M.Sharesight
Hi Allison
Thank you so much for your kind words and the review. We have now made the SelfWealth trade confirmation emails and contract notes very efficient in handling trades.... Read more
Please see this link -> https://www.sharesight.com/blog/automatically-import-selfwealth-trades-into-sharesight/ Warm regards, PrashantSimilar opinion? Write a review on ProductReview.com.au!
Find out how Sharesight compares to other Online Forex / Share Trading Services
Know better, choose better.
NicoleHGreater Melbourne (Metropolitan), VIC
- Verified customer
Excellent tool for tracking performance
I started as a novice share trader a couple of years ago, and with more exposure am increasingly confident in my trades, resulting in more trades each year. What I'm not good at is tax returns. I configured the auto download / data import function last year and forgot all about it. Imagine my delight when I "rediscovered" Sharesight reporting this year. I was able to review all transactions, and report performance and tax obligations for my accountant. Now I have a baseline for future years, no more pesky excel spreadsheets. I have needed customer support once. Response via email took a couple of days, but was spot on. I have now set this up for my elderly father who manages our SMSF.
1 comment
Prashant M.Sharesight
Hi Nicole
Thank you so much for your kind words and the review. We really appreciate you taking the time to write this for us.... Read more
Regards, PrashantSimilar opinion? Write a review on ProductReview.com.au!
Review collected in partnership with Sharesight
dklGreater Melbourne (Outer), VIC
- 3 reviews
- 2 likes
ok but declining speed
The accounting system is good as is the ease in which you can track share performance etc. But lately logging in can be slow and difficult and scrolling on the app often sticks or hangs. Been with Sharesight for over a year but might start looking at other platforms.
Similar opinion? Write a review on ProductReview.com.au!
Rugby
- 4 reviews
- 3 likes
No Other Way
There are so many investors out there that I read about who are trying to keep an up to date record of their investments on Excell and really that is far too time consuming and leads to inaccuracies. Do yourself a favour and test Sharesight
1 comment
Prashant M.Sharesight
Hi Rugby
The team here at Sharesight is thrilled to hear such good feedback. We are on a mission to make the best portfolio tracker imaginable.... Read more
Regards, PrashantSimilar opinion? Write a review on ProductReview.com.au!
- Verified customer
Terrible customer support
Very poor customer experience with their support. Staff member wasn't up to speed with the details of their pro plan offering vs retail expert plan, changed me over to pro to find out my IB integration couldn't work on a pro plan......yet their retail expert plan IB integration does work but their NZ plan won't handle more than 4 portfolios, but the Australian equivalent plan will handle 5 - go figure! Very cost effective offering so I guess you get what you pay for in terms of lack of flexibility and level of support.
1 comment
Prashant M.Sharesight
Hi PJW
I’m sorry to hear about your bad experience. We’re normally known for our exceptional attention to detail, and we regret that we missed the mark. If you’d like to discuss this further, please... Read more
contact support@sharesight.com - we'd like to help rectify the situation.Similar opinion? Write a review on ProductReview.com.au!
John PSouth East Queensland, QLD
- Verified customer
Good customer service
I had a query on the setup of groups. I did not understand why certain things were happening. The customer service was good and answered my questions, I love the app and it helps heaps with my tax returns.
1 comment
Prashant M.Sharesight
Thanks for leaving a review, and mentioning our support team. Also, many thanks for mentioning our tax features.
Regards,
Prashant
Similar opinion? Write a review on ProductReview.com.au!
Review collected in partnership with Sharesight
Questions & Answers
Bradley Warburtonasked
How long would it take me to receive money from my trading account once I requested a withdraw ?
1 answer
Prashant M.Sharesight
Hi Bradley,
Not sure if you know that Sharesight is a tracking platform. We do not offer any brokerage services.
Regards,
Team at Sharesight.
Alanasked
Does Sharesight support watch lists and if so how many?
regards
Alan
1 answer
Prashant M.Sharesight
Hi Alan
We don't have an explicit watchlist feature. Many users, however, use one of their portfolios as a watchlist.
Let us know if you have any other questions.
Regards,
Prashant
Alanasked
Does Sharesight support US options?
1 answer
Prashant M.Sharesight
Hi Alan
No, we don't support any options yet.
Regards,
Prashant
Details
ProductReview.com.au has affiliate partnerships. These do not influence our content moderation policies in any way, though ProductReview.com.au may earn commissions for products/services purchased via affiliate links.
Prashant M.Sharesight
Hi Kevin
Thank you for the lovely words of encouragement and support for Sharesight.... Read more
Regards, Prashant