Sharesight

The website provides user friendly and functional share portfolio tracking data. Great for capital gains taxes, dividends and tracking the cost basis of shares. I would highly recommend this product for anyone with a share portfolio that needs help completing tax returns or tracking total returns.

I find this website very useful. In the past trying to gather all my tax information for my shares was a onerous task. Now with sharesight the information is clearly displayed on a report, all ready for my Accountant. I had a few teething problems trying to download my tax report but the staff are incredibly helpful and now I am a happy sharesight user.

We have been using sharesight for many years and love it. Tax time is easy and saves costs as we have all reports needed to complete. Day to day use is accurate and easy too. We recommend to everyone

Great website. Clear intuitive instructions on working with the site. Very helpful having all the share/portfolio details on one page and great to be able to have many portfolios on the one website.

When the tool I used 8 years ago became inadequate I relied on excel worksheets and felt bit overwhelmed tracking over 25 years records. That is when I came across Sharesight and started taking advantage of the 14 day free trial and felt this will do me fine. I must say I couldn't wait and became the full member within couple of days. Support that I have received is very good and taken care of very promptly. I have already started recommending the tool. Great work team.

I stumbled across Sharesight a couple of years ago. Wish I had found it much earlier as it has enormously simplified my record keeping. A very helpful section is Share Checker. I use this frequently when researching new stocks. It is a bit limited in the time periods eg. 2, 5, 10 years. Great customer service.

The site is easy to use and well featured. Despite the complexity it deals with, everything is accurate (almost). Email requests for help always receive a helpful reply.
Its way better than trying to use a spreadsheet. It makes end of financial year reporting of dividends and other tax requirements very easy.

Great help. I had some very old issues with entries regarding different scrips which were corporate actions like mergers, delisting etc. which were not being reflected in my portfolio. With your help I solved my issues with the portfolio adjustments. It helped me to calculate my gains/losses. It will help me lodge my tax returns.

I needed help to transfer assets to a different portfolio. Trity did this efficiently and patiently thus avoiding the need to re-enter each asset. The Sharesight customer service has always been good and this was no different.

Thankyou Trity for uploading a new stock code into the Sharesight system so efficiently. Appreciate your efforts and keeping me up to date with the process to enable to see the performance of the stock.
Kind Regards,
John.

I have now been using Sharesight for about 1 year. I find it extremely easy to transfer transactions, update my portfolio or even add portfolios. It saves me heaps of time to lodge tax returns. And every time I have had a query, it gets resolved very quickly and precisely.

I was introduced to Sharesight only recently and I love it! It’s excellent for portfolio performance monitoring, for preparation of taxable income from dividends at tax time, and for calculations of realised and unrealised capital gains. All of this happens automatically once you get your broker to email copies of all trades to Sharesight.
Although it’s excellent, I would acknowledge that it’s not completely perfect. Two examples are: I hold shares in one smaller company that paid a dividend franked at a 27.5% tax rate, but Sharesight assumes a uniform 30% tax rate. And secondly I hold shares in Resmed that pays dividends in USD; Sharesight utilises FX rates that are not the actual rates applied by the company when they credit the dividends to my Australian bank account. But despite these small imperfections I’m still rating the product 5 star, it’s so great in every other respect!

Using a free account as my shareholding is very small and I afford a monthly subscription. I find Sharesight really useful as a place to view my holdings together. With better support for automatic updates for Sharesies purchases, it will be even better.

I have been using Sharesight for around 7 years and find it an excellent means of managing our family investment portfolio. At any time when I have encountered a problem the response / remedy has been swift and effective. I access the site daily and have become dependent on it as a management tool.

Sharesight is a superb program for managing investments, particularity equities but also cash and investment funds. It links directly to your online broker and automatically populates buys, sells and dividends. A full suite of reports caps it off. Sharesight support is also top rate.

Sharesight is a great way to track your stocks (Australian and global). It identifies any upcoming dividends and payments (which can be difficult with overseas shares) and the support is very responsive and first class. I can thoroughly recommend it.

The website is sometimes down and there is no way to contact them to get help. There is no phone number! It is SAAS software, so you are pretty stuffed when this happens. You have no way of seeing your shares. Service support is poor and argumentative when you do ask questions. Do not recommend.

I have been using Sharesight for around 3 years and found it to be hugely useful in managing the share portfolio.
The only issue I have with it is that it sometimes doesn't input the correct dividend and witholding tax figures for Australian held shares.

The Sharesight system is a great platform for monitoring investment performance and dividend tracking. If any help is required the staff are very responsive. Transferring stocks between portfolios is available and is handled by the team internally.

Sharesight was really quick to assist. They helped by merging a portfolio for us and emailed me back to let me know it was done. What could have taken me hours, took only a quick reach out via the help option and everything was done.