2Sharesight

Sharesight

 Verifiedsharesight.com
2Sharesight
4.2

138 reviews

PositivevsNegative
81% · 11220 · 14%

Reviews

138 reviews
Chris C.
Chris C.Greater Melbourne (Inner), VIC4 posts
 

This is a breakthrough in portfolio management

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. Show reply
julianw
julianwSydney, NSW7 posts
 

Just brilliant

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 Show reply
Roger M
Roger M2 posts
  Verified
Roy
Roy2 posts
  Verified

Exceeded my expectations, absolutely love it!

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 Show reply
Rick in Shanghai
Rick in Shanghai
  Verified

Making life easier

Life's complicated enough, and Sharesight makes it a lot easier for me at least, especially with the Xero integration. Thanks for a product that feels like I wrote the product requirements and spec myself. Show reply
Blackcap
Blackcap
  Verified
Graeme M
Graeme M
  Verified

Addicted to Sharesight

I access Sharesight on average once per day and have been doing so for a very long time - over 10 years. I have recommended it to clients and have never had a bad word to say about it. If there's ever been a glitch (about 3 in 10 years) I've received an answer to an email within a day or two. I could not keep track of my investments without it. Show reply
Stevo_Perth
Stevo_Perth19 posts
  Verified
Duane
DuaneSydney, NSW7 posts
 

Everything I Need, Plus Some

I highly value what and how Sharesight works and provides me great overall visibility of my portfolio and related communications. I've tried other products, but Sharesight is great and gives me everything I need. ! Show reply
Stephen B
Stephen BSydney, NSW
  Verified

As Good As It Gets

Sharesight has all the bases covered: ability to add holdings a variety of ways, dividends automatically reported, taxable income report (among many). And on top of that, their support is great. So glad I found it. Show reply
Sharyn S.
Sharyn S.Central Highlands and Goldfields, VIC2 posts
 

Great functionality all round

Love the app and the website even more. So easy to use, on web you have extra ability to add notes re each holding and can adjust dividend info manually if you need to. Love love love - so much better than a spreadsheet!! Show reply
Sue M
Sue MSouth East Queensland, QLD6 posts
 

I love this!

Excellent product. Wish I knew about this ages ago. Simple, basic and interesting. My tax agent absolutely loved and raved about it. If your new to investing or just curious about it, check out Sharesight. Highly recommended. Show reply
Chambo55
Chambo55Sydney, NSW8 posts
  Verified

Good portfolio tracker if you have nothing else

A good way of seeing all your share holdings in one place. The auto add feature is good in theory, but has a bug as I was only getting 50% of my COMMSEC trades being auto recorded, so still requires me to check each trade. The auto add dividends to holdings is a good feature.
I do wish I could see a consolidated view of my holdings, including the comment field. I did ask about having this feature added, but doesn't sound like it will happen any time soon.

Still looking for the perfect fit.

Sharesight
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Murray
Murray
  Verified

Makes Life so much easier

Wish I'd found this site years ago. Has made the tracking, analysis and tax reporting on portfolio exceedly easy and less costly. Support has been great and any issues I have had, like the new beta for Interactive brokers has been action promptly and efficiently. Would highly recommend Show reply
Tim
TimCanberra Central 2601, ACT
  Verified

patience and thoroughness

Trity helped me resolve my complications I had with mergers and acquisitions. Great screen shots. She was very thorough and was able to walk me through the procedure. I appreciate it.
Thanks Show reply
Jono
JonoSydney, NSW
  Verified

Speedy resolution to feature issue

Good customer support to an unusual (but repeating) issue ... there was a user fix/work around.
Maybe Sharesight should try and have predicted this issue (pre IPO stock has "ZZ" suffix, so doesn't match with stock code when sold post IPO)... some more AI to predict common problems? But again, service was great. Show reply
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JRS
JRS
  Verified

Only tool worth using for tracking portfolios

I track three different portfolios, covering US, Canadian, UK, Singapore and Hong Kong equities and ETFs. I don't even bother looking at the reports provided by my broker or financial advisor, as the data and analysis in Sharesight is so much better and designed to reveal not mask actual performance. This saves me hours of spreadsheeting, and now with the IB feed, is accurate and requires no reconciliation. I recommend this to anyone I talk to about investing and portfolio management. Show reply
Mark Wilton
Mark WiltonAU4 posts
 

Best Share tracking software

Best share tracking software i have ever used. its online so works whether you are PC or Mac, no trying to migrate a propriety format from one to the other.

Simple and clean user interface.
Interfaces with major brokers to automatically import of your buys and sells it can even send transactions to xero if you need.
Clear reports make tax time reporting relatively simple i real time saver. Show reply

Lawrie
Lawrie
  Verified

Ticks all the boxes

So incredibly user -friendly. Also like that I can see portfolios that people have shared with me (we share advice). Also the reports for tax purposes are just what I need. I just put the numbers into the tax return. Saves a fortune in fees. Show reply
Pierreh
PierrehSouth-East, TAS
  Verified

Good. A great help!

From the automatic incorporation of trades to the accuracy of dividend data, I find that Sharesight has become my goto when I have a query.
I'd like tro be allowed to store old data, maybe that'll come along in due course. Show reply
Kippax
KippaxCanberra 2600, ACT17 posts
 

Good value

I use Sharesight to assist me with three portfolios that I manage. I quite like it for its CGT calculations. The people behind it are helpful. It’s not so good for overseas shares mainly in relation to dividends as my exchange rates differ to theirs, but this is a relatively minor issue. Show reply
Asw1
Asw1
  Verified

User friendly and useful product

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. Show reply
Joco
JocoNortheast, VIC6 posts
  Verified

Great website especially at tax time

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. Show reply
Magnum
Magnum2 posts
 

Makes tax time easy and easy to use

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 Show reply
Christine
ChristineSydney, NSW
  Verified

Very user friendly

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. Show reply
Geetha B.
Geetha B.4 posts
  Verified

This is great and seems to cover my needs

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. Show reply
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Malcolm
MalcolmMurray Region, NSW
  Verified

Record keeping complexity greatly simplified

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. Show reply
Bruce 1
Bruce 1
 

Very helpful tool

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. Show reply
Peter
PeterVictoria
  Verified

Great Help

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. Show reply
JohnM
JohnM
  Verified

Very good customer service

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. Show reply
John
John
  Verified

Assistance with uploading a new stock

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. Show reply
Serge Forza
Serge Forza
  Verified

Excellent

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. Show reply
John De Ravin
John De RavinSydney, NSW3 posts
  Verified
Carren
Carren
  Verified

Very useful

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.

December 4th 2019 Update: Excellent tool

I use the free version as I am only a small investor at this point. Very impressed with Sharesight and the new app is excellent. Allows me to record and monitor all my holdings in one place and customer service/support is excellent! Show reply

Dublin Bay
Dublin Bay2 posts
  Verified

Excellent facility and one upon which I have become dependant for portfolio management

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. Show reply
Paz
Paz
  Verified

Great tool for managing investments

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. Show reply
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Iggy
Iggy
  Verified

Great for tracking your portfolio

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. Show reply
John A
John ASydney, NSW3 posts
 

Just hope the website doesn't go down!

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.
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David Buckleigh
David Buckleigh
  Verified

Excellent method of managing a share portfolio and saving on accounting costs

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. Show reply
Steve S
Steve SPerth, WA2 posts
 

Great Service and Platform

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. Show reply
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