2Sharesight

Sharesight

 Verifiedsharesight.com
2Sharesight
4.2

138 reviews

PositivevsNegative
81% · 11220 · 14%

Reviews

138 reviews
Winston
WinstonSydney, NSW2 posts
  Verified

Great product and quick responses to my (few) queries

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. Show reply
Raghu
RaghuSydney Surrounds, NSW3 posts
  Verified

Makes investment portfolio monitoring easier

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. Show reply
Andrew
Andrew2 posts
 

Great product to keep track of investments

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. Show reply
Brian
BrianPerth, WA
  Verified

Great product does all that is required

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. Show reply
Highlander
HighlanderAU
  Verified

Great product for the serious investor

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. Show reply
Maury
Maury2 posts
  Verified
Venn
Venn3 posts
  Verified

Holistic view across my portfolio. Sharesight is awesome!

Sharesight is great. It gives me a high level, bird's eye view across my portfolio. I'm not the best when it comes to keeping records of shares buy/sell, dividends etc. especially when each share has a different share registry. Sharesight has helped me multiple times on discovering missing dividends and also helping me with filing my tax.

Also the customer support is really helpful! Trity is awesome! Show reply

ShareNovice
ShareNoviceWestern Australia
  Verified

Easy and useful website for shares and investments

Such a nice site and software to use to get an overview of your portfolio. Easy to pass on to my accountant during tax times and so many features that you can use for reporting and analysis. Keeps tract of dividends and even reinvestments. Show reply
Transparency
Max
Max
  Verified

Review of Sharesight

Your platform is ~85% good...

You need to add SHORT trade functionality/capability - as that would be a big help for those of us who trade on the US exchanges...

It would also be helpful if you could colourise the Capital Gain Column figures in the portfolio(s) so that positive $ and % figures show in green coloured font. (That column currently shows 'black' colour for positive and 'red' colour for negative $ & % - but there's a lot of black figures already in the other columns - so it would be easier (and nicer) to see all positive gains in a green colour for $ and % in that column :-) Show reply

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Steveli1029
Steveli1029
  Fair Incentive Verified

Perfect

As long as you take a little time to enter your portfolio, you can easily track your cross-commodity and cross-platform cross-border return gains and losses. The time period and classification can be customized, which is perfect. Show reply
CFC
CFC2 posts
  Verified

Quick and helpful response

Very responsive, quick and helpful response to all my questions. A good company to deal with, staffed with attentive and knowledgeable staff. The product is extremely useful and provides an excellent and high level of detail that is lacking in other competitors. Show reply
Matt
MattSydney, NSW2 posts
  Verified

More than I ever got from my financial advisor

This is simple, intuitive, easy to use product which enables me to assess the performance of my investments over virtually any period, and using pretty much whatever different measures and groupings I choose. It replaces intuition and guesswork with real numbers. I get so much more out of it than I used to get from my financial advisor, and from either of the two major online brokers I use. And they seem genuinely interested in getting feedback and improving the product further. Show reply
Macca
Macca
  Verified

Timely information helps decision making

The overview is the daily screen i review and to see the total return which i cannot get with either Nabtrade or Comsec. I have even imported my SMSF even though I use Class Superanuation to access the daily overview Show reply
James L
James LMetropolitan Adelaide, SA3 posts
 

Sharesight is the best portfolio tracking software available

Not only is it the best, it is also extremely cheap. The staff are extremely helpful and responsive too, adding other symbols as I request constantly. Try free first too. Show reply
Gregory
Gregory
  Verified

Great site , I am learning a lot from t

I am new to the share market and therefore Sharesight.
As a new person to the share market Sharesight has shown me a number of ways to view and evaluate my share portfolio.
The webinar shown a variety of areas in Sharesight which I am learning from.
Since I joined I have asked a number of question and received great easy to understand answers.
Keep up the great work, more webinars would be helpful.
Thanks Show reply
Vladimir V.
Vladimir V.Greater Melbourne (Inner), VIC3 posts
  Verified

Great tool for tracking your portfolio and help at tax time

Neat system for tracking portofolio, keeping records of transactions (trades), dividends, overall portfolio performance and capital gain tax liability. Intergration with many brokers. Especially helpful at tax time - don't need to pay for tax agent - worth the subscription! Show reply
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James Lockie
James Lockie
  Verified

Making our record keeping managable

Needed to keep track of a portfolio, dividends and capital returns.
Sharesight excellent for this.
Especially the ability to import historical trades.
Help desk support good too. Normally would receive help on the same or next day. Show reply
Richard
Richard4 posts
 

No refund

Forgot to cancel my annual subscription and re-billed my card without warning. I requested a refund shortly after and was refused based on T&Cs despite not having logged on or using the product in the duration. Won't use it again or recommend it.
Daniel
Daniel2 posts
  Verified
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dan801
dan801Queensland37 posts
 

Leading product of its type

It's a stock tracking software not a share trading application. It's probably the best product out there for what it does. It helps me manage my portfolio and there is nothin easier or more accurate for getting annual tax reports done. For the CGT reports alone its worth the money. Show reply
David B
David B
  Verified

Sharesight upgrade

I recently upgraded my sharesight plan from the standard plans to the pro plan. Although it is not a simple "click" process, the sharesight team sorted it out ensuring the smooth transistion of data and individual portfolios. More clarity on the process upfront would have been better but got there in the end. Show reply
David Bryce
David Bryce
  Verified

Sharesight appears to be a good tool

I have only recently bought into Sharesight and have not had time to truly get to grips with it,but from my experience so far it appears to be a good tool. Show reply
Simon
Simon
 

Indispensible to my portfolio management and tax reporting

Sharesight is a very user friendly and effective portfolio management tool. It leaves me to focus on qualitative stock evaluation and decision-making while Sharesight does the record keeping and tax tracking in the background. Show reply
Allan
AllanGreater Melbourne (Metropolitan), VIC2 posts
 

I love this service!

I subscribed to the free version for now as I only have ten stocks and not a lot of free money to throw around. Once I am more financial, I will certainly pay for this, as it is easy to use and very informative, much better than spreadsheets. Show reply
Steve K
Steve KGreater Melbourne (Metropolitan), VIC
 

Easiest way to track your stocks

I used to have to update a big spread sheet to monitor my shares and dividends.
Not any more - Sharesight is simple to use and the annual report makes it easy to forward to my tax agent come tax time. Big thumbs up!!
Bill
Bill
 

trouble getting started

Hi have spent va fair amount of time trying to use free 10 holding portfolio, with no luck.Some telephone support would be nice.want to use this before I subscibe.will have to find a tutor somewhere.Don't like dealing with a company that does not want to talk to anyone.Thanks.
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Wolf
WolfSydney, NSW3 posts
 

Best Share Performance Tracker for Australia around

Sharesight is the best website and app that I have found to track share capital gains and dividends in the Australian market. Easy to use and the website calculates your dividend payments for you. You just confirm they are correct. I jump from profit since first purchase to profit since yesterday and can easily see what is changing in my portfolio. Great at tax time. I highly recommend it.
ecco
eccoWellington, New Zealand11 posts
 
Samuel Bolduc
Samuel Bolduc
  Verified

The best tool for tracking your portfolio

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. Show reply
Error-402
Error-402Far North Queensland, QLD
  Verified

Easiest way to keep track of my investments

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. Show reply
Neville
NevilleSydney, NSW3 posts
  Verified

Nice and Easy

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. Show reply
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Xerx
Xerx3 posts
  Verified

Makes my life easy!

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 Show reply
Gary te Velde
Gary te Velde
  Verified

Very useful site

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.
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Bernd H.
Bernd H.Sydney, NSW
  Verified

It changed the way I invest

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. Show reply
Francis
FrancisMetropolitan Adelaide, SA3 posts
 

Sharesight is just like love at first sight

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. Show reply
Michael R.
Michael R.Perth, WA2 posts
 

Good but not perfect

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.
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Simon D.
Simon D.Sydney, NSW
  Verified

A lot of time saved not having to update spreadsheets! Feedback is listened to

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. Show reply
Ken P.
Ken P.
  Verified

Sharesight

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. Show reply
Ken
KenPerth, WA2 posts
  Verified

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

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. Show reply
John B.
John B.3 posts
 

Clunky website

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.
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