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.

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.

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.

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!

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.

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.

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

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.

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.

This app is perfect. Everything you can wish for it has. Priced well as well.

Easy to use. Has everything including both shares and even unlisted funds.

Reports are very useful. 5 stars.

I was having trouble with a technical issue so turned to Customer Support for help. I am not sure if they get my question often but good for them they looked into it and got it sorted.

There is really no comparitive product on the market that I could find. In terms of the overall application it delivers for dyi investors of all skill levels. Good job Sharesight.

Does all that I need for managing multiple portfolios, SMSF, personal, company and Family trust. Good daily and yearly reporting. Good detail on each company very helpful keeping everything in one place.

I have found Sharesight to be a great tool to use.I had a problem regarding the platform during my initial setup . A timely response from Sharesight support along with screenshots helped me solve my problem.

I am very impressed with the product and its ease of use.
Follow up service to questions is very good and swift with replies received within a short period of time.

More we use Sharesight, we find additional facilities. It is now easier to track transactions coming through for a security. Support team is excellent with detailed responses when needed. Requested additional features such as comprehensive cash account features (transfers between cash accounts and availability of cash account across portfolios) so that we do not have to maintain another application or spreadsheet.
Overall, good experience with the product and the team.

Easy to use with a clear layout of investments. Importing from other platforms is easy and report creation is excellent for tax requirements as well as analysis of share performance.

I had a major problem and the support staff were excellent in helping me resolve the problem, although there is no telephone support we managed to get the required result through a few emails.

I am one of the original users and have found it a great tool in my investment journey. I only comment I would make that the pricing jump from 4 portfolios to 5 which is around 300 NZ more Is excessive. They need to have a look at this.