Sharesight

Haven't found a better one yet. Has historical data for many managed funds and stock market data for all the major ones. I can keep a track record of everything since I started investing many years ago. Support is also great.

I was using Excel spreadsheets but they weren't dynamic enough. I tried all sorts of investment tools to keep track and none of them felt like they were designed for the purpose I wanted, or for the ASX. Sharesight makes tax time a breeze, and can give you any sort of report or comparison metric, or buy and sell history. I love the automatic dividends and franking credit feature too.

We have used Sharesight for a number of years and have found it to be extremely useful in managing a diverse international portfolio of shares and fixed investments. In particular we found the tax reporting and in-depth reports highly useful. Its easy integration with Xero and the latest brokers like Hatch make it every more useful than other tools I have looked at. Once our accountants got to experience it they were very happy with its functions.

Although new to Sharesight, I am already impressed with how easy and how useful this is. I have one portfolio and my wife has two. It was easy to see our portfolios either individually or consolidated, which is not something I could do with my brokers software. There are a number of great features especially for keeping track of dividends and franking credits. There are one or two small things I would like to see included, so I will communicate with the support team which to date have been excellent.

Easy to use, good support team, meaningful reports - Really cannot ask for more. I have been using Sharesight for over two years and have introduced a number of friends to it. They seem as happy as I am. Thanks Team Sharesight

This site meets my requirements as a SMSF trustee in pension phase. It enables me to compare my sharesight figures with information received from wrap firms and accountants etc.
The opportunity to have a few more portfolios for a little bit extra money would be nice, rather than pay up for the full unrestricted deal. Pay by the portfolio even.

Sharesight saves time but it changed the way I looked at shares since it provided me for the first time with a complete view of the performance of shares. So I started to buy more and different shares.

It was just there, close to me all along. I just happen to stumble it from noise of crowds. Luckily I was on the chair as my knees feel weak. Thank you for being helpful in managing the thing I hold close to my heart. My assets.

Saves a lot of time with automated entry of trades which is good for basic investment portfolios. Unfortunately they do not support short selling of shares which is a basic market function. They also do not support IG market CFDs which can be manually entered as a work around.

Since joining ShareSight the time I have spent tracking share purchases has dropped by 99%. Now it's all automated that is great. They seem to continue investing in their business, an example is integrating iShares info into dividends and taking feedback from clients to tweak the website like changing the average purchase price into 3 decimal places like I suggested so it aligns with brokers websites like CommSec.

Am satisfied with Sharesight, but frustrated that I have not yet managed to get Commsec to send contract notes also to Sharesight for my wife and myself. The annual cost of Sharesight is a bit higher than I would like, considering that I rarely access it.

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