Investors ❤️ Sharesight
Hear how a few of our 150,000+ users became better investors since they started tracking their investments in Sharesight
A fantastic tool that provides precise monitoring of your portfolio’s true performance and saves you massive paperwork at tax time.
We have been using Sharesight for four years now. It just keeps getting better. Last year I fully integrated it with Xero and it have been a real time saver. Much better than the spreadsheets it replaced. If you are an investor you need Sharesight.
I just love your platform - in my 24 years of investing I’ve never had my shares listed all in one place, especially where the dividends are calculated and where I can view the current holdings and up to the minute prices. Over the years I’ve invested in floats, managed funds, and along with purchases plus my employer issued shares things were all over the place, now thanks to Sharesight I’m so organised - its great - thank you.
I have just signed up for Sharesight and am very impressed by how easy it is to use, how quickly and accurately it updated the information. I just wish I had found this app earlier.
This is by far the best share portfolio management and tracking platform. And very good for your tax submission
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.
Excellent service to track multiple portfolios! Has saved me numerous hours doing this on my own via spreadsheets etc. I highly recommend this to any investor!
Great app for tracking your shares, simple & very easy to use. The year end reports provide a great summary to assist with ITR
We have been using this great app for several years. It makes it easy to review portfolio performance, keep track of income and manage those awful FIF calculations at tax time. The subscription is easily recovered in time savings at year end, particularly where clients likes the DIY approach to managing their portfolios.
Great tool to manage your shares or ETFs. Recommended!
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.
Really impressive product, very comprehensive and saves a lot of time for tax.
It’s fantastic tool for DIY investors. I found it so easy to track our family investments and performance. I love the dividend tracking I didn’t have to use a spreadsheet to understand the returns. My accountant also loves the reports we send from Sharesight for our regular check-ins.
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.
Easiest way to track your investments, and makes tax time a breeze.
Sharesight is a very useful website for tracking the performance, income and capital gains of your shares. Great EOFY reporting tools too. Five Stars!
Fantastic product. Easy to use. Been using for 2 years. Couldn’t survive without it.
Excellent platform that makes it very easy to track the performance of my portfolio but also interact with my accountant at tax time.
A brilliant solution to manage your shares. Highly recommend.
Sharesight provides easy and accurate portfolio tracking and reporting. Its a little pricy but saves a lot of time.
A great service that not only tracks your investments globaly but provides all the reports you’d ever need for tax, performance and category analysis.
Perfect for monitoring and tracking my portfolios. All my trades are automatically imported into Sharesight.
Saves a lot of time for me. Was a relief when I found them 5 or more years ago now.
Great simple system that allows easy and accurate tracking of a portfolio. Has saved us lots of fees with the accountant to provide tax information.
We have used Sharesight since its inception for our commercial trusts investment portfolio. Having tried many other management systems we have found Sharesight to be the best in its class.
AFT - Trust
I believe in having a large no of different shares. Before Sharesight, this was very time consuming and stressful at tax return time, and in keeping an eye on performance. My accountant really appreciates Sharesight. Could not look after my present portfolios without you.
DOUGLAS de Lautour
Sharesight is a cloud based system which lets me keep on top of my portfolios wherever I am. Simple and easy to use it has most of the functions I need. The customer support people are responsive to any queries/issues and are very polite if it is a user generated issue. Way better than the spreadsheets and PC based systems I used to use.
I have used Sharesight for a few years now and it has been excellent and constantly getting better. Great value for money, tightly integrated with the markets and assets trades, excellent reporting. Highly recommended.
I have been using ShareSight for a year or so now, after using a spreadsheet for years. I ended up with the highest level subscription as I really needed all the best features that are offered. I was hesitant at first to trust all my data being only kept online, but have found ways to back up (just in case). New features have been added since I started using SS, and they regularly offer educational webinars on the features of the software.
Easy to use. Takes all the hard work out of monitoring performance. Definitely recommend giving it a try
I used to manage up to 4 portfolio on an Excel spreadsheet which ended up consumming too much time and wrong entries.Tax time a nightmare. Discovering sharesight everything is now a breeze. A click of a button get instant results on each portfolio and sorting tax obligations couldn’t be more simpler. Love the product
I have been using Sharesight for almost two years. I have my brokerage account and super accounts linked to it so that it is automatically updated with all my trades. I do all my portfolio analysis using Sharesight - tracking investments across portfolios and countries. I tried several other tools before coming across Sharesight and this was the only one that had good support not only for North American stocks but for other markets too. Can’t recommend it enough!
Really useful tool to organise your trade history. Makes portfolio review and end of year tax management so much easier. Moved here after Google stopped supporting their portfolio tool and couldn’t be happier.
I highly recommend Sharesight for self-managed investors. It’s the ONLY paid product I subscribe. Its easy to use and saves greatly on admin and management time by automating transactions and payments.
Very efficient and effective response. This is a great software system and the staff are very good to work with.
Easy to use. Great for helping with end of financial year tax return preparation.
Excellent platform. I enjoy the sheer ease of importing transactions automatically. No need to spend time of your day to do this. Reports are excellent too.
I’ve been a Sharesight user for 5 years and it has been hugely helpful in my analysis of which shares to keep and which to trade. It also makes dividend reporting for tax returns very simple.
Best portfolio tracker out there!
You can track the performance of any asset, benchmark, keep track of dividends, create reports and more.
There is nothing else that can do the same especially for the same price.
I was trying to keep track of my shares using a spreadsheet I am so glad i discovered sharesight! So much less work and it gives me all the info i need to assess returns. Thanks guys an awesome product
OMG How much simpler is it to give my accountant access to my portfolio and trading history - one less thing to do around tax time
Sharesight is a brilliant service that saves me untold hours.
Goodbye to messy spreadsheets and manual calculations. I love the ease of Sharesight in seeing the performance of my portfolios and transactions tracking. Highly recommend it to any investor.
Been a Sharesight user for more than 2 years now. Started with the free version and eventually upgraded to cater for a bigger portfolio. Extremely user friendly, great great help during tax time and just provides a great high level and in depth view of a portfolio’s performance to enable better buy/sell/grow/trim decisions.
Have been using sharesight for the past 3 mths and found it very positive and helpful
Sharesight is such an easy way for me to keep track of my shares and dividends. They actually get back to you when you email them - in a very timely manner. Great site
Very useful website. Wouldn’t be without it as use it regularly to see how my investments are tracking. The reporting is also most useful.
Sharesight has saved me many hours of preparing records for my accountant. It’s automatic tracking of dividends and share-splits is helpful beyond words. Another great feature is CGT forecasting and optimisation. Highly recommended, will pay for itself several times over each year.
Great package to keep track of my investments, especially at tax time. My accountant is also appreciative. Help is good, and prompt response to queries. I use Sharesight regularly to evaluate performance of various investments, have my contracts automatically populate and also direct link into Xero.
I use Sharesight for both my personal investment portfolio and a self-managed super fund. It’s easy to use and I can run a very useful capital gains tax report at any time to keep track of how I’m heading before tax time.
From a newbie, I really like shareshight. I use it to calculate my capital gains tax and dividend. I LITERALLY dont need a tax agent as this makes it simple. Once you have an export cvs file you can easily export your trades. Its a clever program for tracking your portfolio - but I use it purely for my CGT at financial year.
Fantastic product. Don’t know how I managed my portfolio before Sharesight. This makes tracking performance so much easier. Plus, tax time has become a relative breeze compared with manual spreadsheeets. With just a couple of mouse clicks, Sharesight gives me the data I need to manage my investments. I highly recommend you try it.
This is a great programme, there is nothing I can think of to make it easier to use. Each time I think of something they already have it covered.
Fantastic and simple site to manage a portfolio.
Sharesight is a great tool for any share investor. Excellent record keeping for keeping track of your portfolio including funds/etf’s etc. Keeping everything up to date on sharesight is easier than any comparative program. Cost effective too.
Best program I have ever used and better than any phone apps.
As a relatively novice and modest share investor, Sharesight is a great platform to help build confidence in managing your share portfolio. It is super easy to use and gives you such a clear outline of how your investments are tracking.
I invest in managed funds and have subscribed to Sharesight for several years. Sharesight enables me to see a wealth of data about my investments at a glance.
Mark Milic, Psychways Pty Ltd
A great product that has saved me hundreds of hours in time. If you have a serious share portfolio, you need this product.
Easy to import shares and purchases. Great record keeping, reporting and preparation for the tax department. I would recommend for SMSFs and individuals.
Simple to use and keep track of multiple portfolios.
I highly recommend Sharesight as a service for managing your portfolio. It is easy to use with some powerful reporting features. It has become indispensable to me, particularly in tracking dividend income and preparing eofy reports. It is the one subscription I will stay with.
I have been using Sharesight for many years in order to manage my SMSF investment portfolio. It provides a powerful yet easy to use platform for portfolio management. They continue to evolve providing additional features and capabilities. Using Sharesight is a ‘no-brainer’ and one of the best investment decisions I have made!
Best share holding program I could find. Live (delayed) updates are great. Have 3 portfolio’s - 1 for SMFS, another for Personal and 1 for Watchlist. Can even input U.S. stocks to track. I really like the auto dividends and other corporate actions, can’t wait for daily stock announcements to be added.
John from Mittagong
Sharesight makes managing shares so much easier plus provides great reporting that is especially helpful at tax time. I just forward transaction confirmations to Sharesight and it pretty much does all the rest, tracking income and growth, providing capital gains reporting. And with the mobile app it is easy to monitor my portfolio.
If you’re keen on making your life easier when it comes to share portfolio management and tax time, then Sharesight is the solution for you! I’ve had a free account for a while and the benefits of the paid service is outstanding. The reports are accurate and the service team is incredibly helpful.
Joining Sharesight has really lightened my administration tasks associated with my share investments and made it much easier for me to monitor portfolio performance over different time frames. The ability to get quick feedback on any issues via the chat function is also much appreciated.
Dianne, Bay of Plenty, NZ
My sister recommended Sharesight a few years ago, but I resisted following her advice. How stupid was I!! I’m now using it on a daily basis and finding it a solid tool to evaluate and manage my portfolio. Saved me hours when it came to doing my tax return too. Highly recommended for the serious investor.
Sharesight has allowed me to manage my portfolio and record keeping requirements. The ability to link sharesight into my accounting software and trading software makes life easy and the wealth of reporting allows me to track my profiability simply.
Best share management software out there, easy to use, calculates all your dividend income retrospectively, provides all your financial year reports for tax returns, etc and saved me days compared to the Excel spreadsheet I was using. Thoroughly recommend
I paid been a paid subscriber of Sharesight for years. I love that it gives me a detailed overview of my total portfolio. My favourite feature is the automatic handling of dividend payments and capital gains taxes, it makes tax time a breeze.
I have used a number of software programs to maintain and follow the movements of the 3 portfolios I manage but none of them compare favourably with Sharesight, which is by far the most comprehensive program on the market. I have no hesitation in recommending Sharesight to friends and acquaintances.
Been with Sharesight for years. There’s always room for improvement but overall love the product. I rely on the capital gain tax report in particular. It’s a huge time saver and also helps avoid errors. Income reports also great with automatic importing of dividend payments.
Fantastic software and easy to use to track your portfolios and funds. Used for a few years now and is very easy manage and also get any required information for tax time - highly recommend.
I’ve been a paying Sharesight member for many, many years. The platform has continually improved over the years and it’s a great help for completing tax returns. Reasonably priced and highly, highly recommended.
Wonderful product. I am not sure what I would do without Sharesight, it makes keeping track of your investments a breeze and its connectivity to xero is amazing.
Great platform. A friend introduced this to me a few years back and it has been awesome. I was on the free option for ages, but now have the Investor level as I have all my investments and my partners held in one place…so easy at tax time and for any quick reports.
Sharesight has been amazing. All the tax information I need is displayed making it easier for my accountant to reconcile. I’m only a novice investor but the information I need is so easy to look up. Highly recommend it.
Great tool for managing my share portfolio. It takes into account total returns where Commsec and other Aussie platforms only focus on the buy/ sell price. The news feed and analysis is getting better too. Strongly recommend you get this and use it daily!
Easy to use - Great for assisting with Tax return and there’s plenty of help around if you ever get stuck (great customer service).
Easy to use and makes keeping track of your portfolio simple.
Easy to use, powerful tool to manage our portfolio. Saves valuable time in end of year tax preparation. Wouldnt be without it.
Fantastic reporting tool and outstanding personalised customer support, highly recommended.
I found sharesight a great way to track my SMSF and personal share portfolios. The reports I can generate out of it helps a lot at tax time. I can also see how profitable my portfolio is over different time scales and make adjustments accordingly.
As a self-directed private investor for the last 7 years, I consider Sharesight to be an indispensable tool for taking care of my portfolio. Highly recommended!
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.
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.
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.
I find it a huge timesaver (compared to my old excel files).
Trades automatically upload from your broker statements and dividends automatically load up once declared. It is almost set and foreget as far as admin goes but reporting is great to see how you are doing.
At the end of the year the Accountant simply logs onto the system and can extract all tax reports and other information as required. Easy for client, accountant and bookkeeper.
It has certainly been a great time saver for me and I will be recommending it to my other clients for their personal portfolios and for their self-managed superannuation funds.
First Class Accounts
I moved from another product as they did not support OSX. Sharesight being cloud and browser based there is no issue no matter what operating system you run.
Automated importing of trade details from your broker is awesome. 10 stocks or less the service is free and fully featured (with some reporting limitations) so you can try before you buy.
Clear and and intuitive user interface. Sharesight has taken the pain out of my portfolio management and tax time.
I wish I had discovered this product much sooner. It makes recording stock and managed fund transactions much easier and quicker than a spreadsheet, and also provides very useful portfolio performance and tax reporting tools. I use Sharesight daily, often several times a day, for one reason or another.
Sharesight supports the automatic recording of equity trades with a number of stockbrokers, while for others it’s a simple matter of forwarding contract notes to a unique email address to have the trade recorded in the portfolio you specify. A small minority of my trades require inputting manually, but that’s no more difficult than adding to a spreadsheet. Sharesight automatically converts overseas trades (on NASDAQ etc) into your native currency (NZD for me), streamlining that aspect of portfolio administration. Under the Expert level plan, it automatically produces New Zealand FIF tax reports on demand, so tax return preparation has become incredibly easier and faster.
For me this product does everything I need for portfolio administration, at a price I’m happy to pay.
This is a must have for traders and long term investors alike. I’ve been using Sharesight since 2017, and find it invaluable for end of year tax reporting, and tracking my portfolios progress. I can see, daily, weekly, and monthly movements on my phone, and get daily price movement alerts. I can see underperformers at a glance, and most importantly create an end of year report for my accountant instantly. It pulls all my Australian and NZ holdings into a single view, and makes tracking dividends and trades across any time range. Seamless integration with Direct Broking (and many other trading platforms). Love it!
I am a self directed DYI investor for about six years managing both my personal funds and my retirement account (Australian self managed superannuation fund). I found sharesight very soon after starting to manage my own money and I can’t imagine being able to track my investments any other way. I used a spreadsheet for a short time and it was impossible, and I still use a spreadsheet for options trades and say a prayer every time I make and entry in the hope Sharesight can one day help track options.
My reporting at tax time to my accountant is easy, the rich reports I can produce for my accountant to use to complete my Australian tax returns each year are invaluable and would be just as invaluable if I did my tax returns myself, they are easy to read and understand and give you all the information you need on dividends and CGT you will need.
Entering trades is easy, Sharesight supports both my CommSec and CharlesSchwab trade notifications, I just forward them via email to my Sharesight portfolio email address and all the details are automatically entered, normally within about 10 minutes and often less. I can record my thoughts about each trade in a simple text field on each trade and do so (why I entered, what I was thinking, etc). The trade notes that have been emailed are also attached to the trade entry (and of course can be manually attached also).
I track both Australian and US shares in Sharesight and could track many others. Currency conversions and fluctuations are all dealt with by Sharesight and currency gains and losses are part of all standard reports. I also track my small cryptocurrency positions in Sharesight.
Sharesight automatically populates and records dividend transactions and for my US stocks this is 100% flawless. Occasionally some Australian ETFs can have strange payments and a bit of manual adjustment is required to fix those up, but Australian dividends from shares are flawless. Dividend paperwork can be attached to the dividend payment; I attach the appropriate brokerage statement to each US dividend, and in Australia it is even better because the share registries give you a dividend payment notice, and you just attach it to the entry, so no fluffing around looking for paperwork years later, it is all attached to the transaction in Sharesight if you keep on top of your record keeping.
Complaints? Not many. As mentioned above I’d love to track my options trades in Sharesight so I can retire my spreadsheets and to see my total financial position in one place. The other one is Sharesight strongly believes in providing return information as annualised amounts. I agree with this 97% of the time, though I’d love a report where you could easily view total returns for each position and I haven’t figured out how to do this in Sharesight so have to get this information from my brokerage accounts. Otherwise, I can’t say a thing wrong about this tool and know I’m responsible for at least four other customers signing up because I rave about the tool whenever I talk about investing with family and friends.
I have now been a Sharesight subscriber for close to 8 years. When I think about how I used to keep track of my investments, with manual spreadsheets, trying to work out the correct cost base, multiple currencies, and how to account for the various corporate actions, I realise just how much Sharesight has filled that void. And as a self-directed investor, why pay thousands of dollars for all the bells and whistles of a “wrap platform” when for a couple of hundred bucks you can have all the functionality of Sharesight’s extensive database.
Sharesight provides me with a snapshot of all my investments (including unlisted investments) in a simple and easy to understand format. It provides me with access to data like prices and reporting that normally only the pro’s have access to. And in the constant pursuit of being more like a professional investor, Sharesight makes me accountable as your winners AND your losers are all right there in front of you.
On top of all this, Sharesight now makes tax time simple. A paid subscription allows you to share your access with a trusted professional such as your accountant or financial adviser. This has many benefits including saving you money as your accountant no longer needs your shoe box or manilla folder each year, and you can have much deeper conversations with your financial adviser about your progress toward meeting your goals and objectives.
By all means take some time to appreciate the features and benefits of Sharesight’s free subscription, but like me I think you will quickly realise the power and potential that are unlocked with Sharesight’s subscriber only functionality.
I have used Sharesight for 2 years or so and the premium plan for the last 18 months or so
It is great to be able to view total return, including dividends and also know that buys and sell dates are taken into account
Great also to be able to view closed and open or just open positions to see cumulative growth of the portfolio over time. Also value the ability to set different times periods to look at performance as well as the diversity report, which helps to check to see visually how the portfolio is tracking across different holdings/sectors compared to planned allocation goals
Also value the option of having 3 portfolios; helps to be able to track holdings of different family members etc
Makes calculation of CGT and completion of tax statements at tax time so much easier as well
A great all round investment management tool
From my perspective, Sharesight is pretty much a required service for any investor. Broadly speaking, there are two types of investors: the “do-it-yourselfers” and people who have an investment adviser overseeing their investments. In my experience with investment advisers, it seems that the last thing that they want to do is tell you your actual yearly returns! Sharesight will give you that answer with no B.S. or biases. And you can compare your returns to real ETFs (exchange traded funds) that you could have passively invested in, so it’s a comparison with a real world alternative that you could have bought through a discount brokerage.
On the other hand, if you are a DIY investor, how can you not know how you have been doing, good, bad, or ugly? You have to know! Sharesight tells you. With Sharesight, you can also break down returns using custom groups (even the free version allows for one custom group) - I group my investments my market capitalization (one custom group) and by risk level (another), and by whether they are regular dividend, high dividend or capital appreciation stocks, among other possibilities. The cost for all this is extremely reasonable (and you can choose a plan that is reasonable for the size of your portfolio).
I also like the fact that it automatically tracks my dividends and capital gains which is useful at tax time.
I think you should be able to have faith in a service that has only one goal in mind, which is to clearly tell you how you are doing, without bias, and that is what Sharesight does.
I was at first a little hesitant of what this service would add for me (other than paying more money for something I wouldn’t use) as my investment platforms (e.g., CommSec) already do assist with taxes and monitoring. However, I was not only positively surprised of how much easier it has become to keep track of even spread-out investment activities (e.g., domestic shares in one place, international in another, etc.) but it has already proven very beneficial during tax time. There is a small learning curve to do everything right (what app or software isn’t?) but there are great web workshops and the support team is very helpful. In short, I have become somewhat of a fanboy and believe I still haven’t fully explored all of Sharesight’s capabilities. Give it a try, the basic version (10 holdings) is free…
Great for consolidating your investments in one place. I have been a sharesight customer for a few years now. It has been invaluable to me to detail three portfolio entities giving me a snapshot of my investments or if you require a more detailed look at individual stocks. I authorise my accountants to sign in and use the reporting provided by Sharesight to compete my tax reports. Sharesight is linked to Xero which I use which has also been a benefit in my taxation accounting reporting. Having investments listed in Sharesight keeps all my data portable to follow me wherever I want to take it and not dependent on my accountants to keep taxation records. I have found the cost of the subscription to Sharesight Is good value
I monitor two portfolios on Sharesight, my SMSF and my personal portfolio. No need for spreadsheets as Sharesight gives all information for me to monitor and control my investments, all at pretty much the touch of a button. Jumping from one portfolio to the other is easy. I have chosen to manually enter trades as this works better for me than importing from the broker. My investing performance has improved since using Sharesight because of the excellent information available. And tax time is so much easier- my accountant is able to process the share investing/trading transactions from the reports. As an added bonus Sharesight run information webinars most of which are valuable.
Sharesight has more than lived up to its promise, freeing me from tedious work maintaining my own spreadsheet to track my portfolio.
It has a well designed and easy to learn user interface, all the features I need (and more) and an excellent array of customisable reports.
I use it track multiple portfolios including both local and international shares, as well as several other categories of investment including cash, managed funds and property projects.
The Australian tax report has proven accurate and trustworthy (do your own due diligence) for me.
Delighted with Sharesight and I have happily recommended it to many friends and family members.
We have 3 managed portfolios and primarily use Sharesight to track comparative performance of the 3. Sharesight provides reporting far superior to the web reports provided by our 3 portfolio management companies. Importing trades from emailed contract notes is a breeze so there is rarely anything to input by hand. Sharesight well deserves this 5 Star rating.
I’ve been using Sharesight for several years. Initially, I used the free version which is generous when starting out. As our number of portfolios grew, I moved up to the paid plan.
Being able to track all of our portfolios in one place is fantastic. They support shares (AU and US is all we have so far), crypto, cash et al.
The best part is that there is no lock-in. I can, and do, regularly export my data into a spreadsheet (you can never be too safe) so that I always have a local copy of all trades.
The only thing missing is tracking Options trades but I’m not sure of what technical hurdles that would present so I’ll keep relying on my broker’s reports at the end of the year.
My favourite part is the automated handling of splits and dividends and other events. The CGT and Income reports at EOFY are worth the price alone (just ask your accountant to do it for you and you’ll find out what they charge).
A close favourite is the ability to run reports on various instruments e.g. splitting up purchases into investment vs active trading and comparing the performance.
When I considered how much time I needed to spend doing all of this or paying an accountant to do all/some of it, there was no real decision to make - Sharesight all the way!
I was floundering whilst trying to sort out my taxes because of my share portfolio. I had stocks that changed names, were consolidated, dividend re-invested and so many more issues. I had been trying to design a database to sort it all out but it just kept getting more complicated as I went. I finally decided to google if there were apps to sort this stuff out and could help me with my tax. I subscribed to Sharesight within hours of starting my trial. It almost instantly had me 90% of the way to sorting out my taxes. It took 2 evenings to reconcile everything (and most of that time was rifling through emails and paperwork to get the details on obscure charges and DRPs). I am delighted with the whole way things work in this company and even though nothing is ever perfect, they always seem to be improving things as they go along. I now have such a better idea of where everything is and what my situation is. I especially love that I really don’t have to do much to keep it up; buys, sells and dividends automatically appear. All I have to do is enter a few things which happen manually ‘off market’ like SPPs.
I wanted a straightforward tool to manage my share investments with the following minimum requirements: 1. Web based with mobile phone app 2. Easy to use, especially importing transactions from my broker (ASB) 3. Automated dividends, share splits etc 4. Annual report at tax time
After reviewing options I came across Sharesight and tried the free version to confirm it would work for me. After a couple of months I upgraded to a full license so it could handle the nearly 50 different shares in my portfolio. While it did not cover everything, for example there was no link to the Italian share market so no live updates, it covered most of my shareholdings internationally.
I like the way it tracks buy/sell from an import link to my broker, and automatically reports dividends including DRIP so my share number rise accordingly. I haven’t used all of the tools, but as a quick and easy view on my portfolio it is hard to beat.
I am probably a conservative user of Sharesight because I don’t use many of the extensive investing tools the software provides, however I do enjoy having a concise and accurate record of our equity investments. Sharesight is linked to our Xero accounting package for our accountant and he is able to access the dividend records stored on Sharesight. I love how Sharesight accesses our bank account records on Xero and provides us with our ‘wealth’ status at a glance. I have found the help tools very valuable when I started using the software and still refer to the forum for assistance from time to time. I thoroughly recommend Sharesight to anyone with equity and fixed interest investments, either only in NZ or in many other countries and currencies in the world.
The best investment tracking app for independent Canadian investors with multiple investment accounts. Much better than anything available from TD. Handles USD and CAD transactions flawlessly. All results can be reported in both currencies separately or consolidated into either currency. Handles all Canadian registered accounts - RSP, TFSA etc. Reporting is powerful and flexible.
Better than anything available from TD and probably any other chartered bank.
Transaction handling is cludgy but this is solely due to limitations In the customer facing TD systems (been complaining for years but nothing is ever done).
Has simplified the tracking of my investment performance enormously. Well done!
Fantastic product. Being able to log trades automatically via trade emails from your broker is a huge time saver. Dividends are also automated. Another great feature that I use is portfolio sharing with my accountant.
It’s great seeing the true return on your investments.
Mobile app also gives you quick and easy access.
I have been using sharesight to track my Equity portfolio since 2012. I have found it to be a much more reliable indicator of total portfolio performance compared to broker reports, plus with the flexibility to run reports over various time periods (ie 6 months up to 5 years), and with the added benefits of automatically tracking all my dividends, and preparing highly accurate and time saving tax reports at year end. If you have a mid sized equity portfolio and are not using sharesight to track performance then you are crazy. I have recommended Sharesight to everyone I know.
I have been using Sharesight for several years and have recommended it to many friends. I now have all my investments in Sharesight, including US and Australian shares, cash balances, loans, contingencies,Private Equity property equity and syndicated loans. I can thus see my net worth on a daily basis and pass it on to my family regularly, so they know where everything is. I find Sharesight invaluable for viewing performance for different periods in $ and %s and I am able to look at different groups like our Superfund and private, US shares only, PE property only etc. . Also the ability to compare performance with leading indexes is invaluable. Thanks Sharesight for such a wonderful tool.
I think I check my Sharesight almost daily. I’ve been a Sharesight user for 3 years now and it makes my life much easier. Before Sharesight I would use a combination of Google’s portfolio tracker and spreadsheets. Google would only track my stocks which made up only part of my portfolio. So I would spend a couple hours on the first of every month to determine my net worth to see if I am close to meeting my goals. With Sharesight I just log in and voila.
I feel like my family’s investments are kind of complicated but not really atypical, for example we have: - Defined Contribution Pension from my first employer - My wife’s defined Contribution Pension - My wife’s RRSPs through her employer in the form of mutual funds - RRSPs through my current employer, which contain a basket of sort of obscure mutual funds (I’m only in it for the match) - Stocks and ETFs that I manage myself in mine and my wife’s RRSP, TFSAs, and non registered accounts and kids RESPs - Some stocks / ETFs are US and some are in Canadian dollars - Cash accounts
With Sharesight I am able to track all of it and get up to date values almost instantly. I found that I am able to track the daily prices of all the obscure mutual funds through Sharesight. I’m also able to manually track the defined contribution pension plans because the unit totals are published online daily I can enter those values into Sharesight weekly. Sometimes I like to compare my management against the professionals.
I can also see how currency fluctuation affect the value of my portfolio over time, which is something I wasn’t able to do with a spreadsheet.
I use a lot of the tools in Sharesight. I use the different portfolios, I tag and categorize my holdings by sector and account type. There is a lot of stuff that can be done through Sharesight that is very helpful. It is an important part of my toolkit as an investor.
The best SaaS software to track and monitor my portfolios pretty much on a daily basis. I was referred by one of my friends and this helped me to ditch my spreadsheets completely. The software has so many filters and reports to get various insights into performance of my portfolios.
It also simplifies the tax time preparations due to CGT report. It offers multiple strategies to calculate the CGT at the individual stock level e..g, you could use first-in first-out method or many other finer level settings such as minimise-CGT.
I have verified most of these settings with my own personal calculations to validate the outcome.
Being someone working in the IT industry for a long time, I can tell this is the best software to track the stock portfolios. I will highly recommend ShareSight to other like minded investors.
I have been investing in the share market for more than thirty years but since I retired in May 2002, I have been more active managing my SMSF. I developed an Excel program to assist me keep track of my investments and recording of income, but it was not foolproof, and I found that I made several mistakes with recording cost base adjustments for managed funds. It was tedious to maintain and took time to update the information. In early June 2020, the Australian Shareholders Association of which I am a member, arranged for Sharesight to present an online seminar about its product, I was skeptical at first, but at the end of the seminar thought it was worth a try - particularly as it was free. After using the free version, I became sold on the product and prior to 30 June 2020 upgraded to the premium version, which allowed me to manage three portfolios, my own, a joint one with my wife and the other my SMSF.
The program is so simple to use. Some of my investments were purchased in 2002. I was amazed that once the buy date had been entered the dividend history was updated. I get alerted when investments go ex-dividend, so I do not miss any dividends particularly as they are automatically recorded in the income section. Share prices are updated throughout the trading day so it is easy to keep track of how my investments are performing.
The big benefit for me was the reports that are produced, which I was able to use to complete my 2020 taxation returns. I made full use of the Taxable Income and Capital Gains reports in completing the returns. Other reports produced are also useful.
I said that I was skeptical at the start, so to play safe I continue to use my Excel program and I was pleased to learn that the total fund balance agrees with that produced by Sharesight, which takes less effort. It won’t be long now before I dispense with the Excel program. I believe that the Sharesight program has been a real blessing, it saves me time and it is accurate.
This service is great.
Preparing for annual tax returns used to take hours getting dividend details together and working out cost base for shares owned for years. This year with Sharesight the whole process was automated and took a few minutes.
For the first time I can now track portfolio performance over time. If you own more than a handful of stocks this service is well worth the annual subscription.
Just found out I can create a consolidated view of my portfolios in @sharesight . Awesome!— Ikenna Capital (@IkennaCapital) September 26, 2020
Use @sharesight to track your holdings.— Ambulatus (@ambulatus) September 24, 2020
The problem with broker accounts is they don’t track income performance particularly well.
Just got done inputting trades to @sharesight. I'd highly recommend it to anyone who wants to become a better investor by tracking performance. Amazing tool. Paying for the "expert plan" to track my portfolio, my "top stocks" column, and my kids' custodial accounts.— Daniel Sparks (@danielsparks) April 24, 2020
Sharesight! It’s Australian and works really well for all markets not just Australia. I track my US and AU holdings with it. It is tax jurisdiction aware, but I can only comment as an Australian that it’s tax and currency features are very good.— James Churches (@jameschurches) April 4, 2020
Spent part of the long weekend doing my taxes. Took 4 hours last year..40 minutes this year. All thanks to a free @sharesight account— Steven Leaney (@StevenLeaney) October 6, 2014
Loving my weekly @Sharesight performance email on a Friday afternoon, getting less distracted by daily movements/checks.— Ben Johnson (@benmjohnson) October 31, 2014
Sharesight is an excellent service that is essential for anyone that trades or invests in the stockmarket. I am able to generate meaningful reports on my portfolio that enables me to make more effective investment decisions and track performance accurately. Sharesight makes tax time an absolute breeze by providing all the necessary data to put into the tax return. They are great people to deal with and provide fantastic personalised service. The best thing though is that the service automatically receives the data from my broker so I do not have to input anything. Nothing at all. Sharesight just works automatically in the background and is there when I need it. A highly recommended service!
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.
Brilliant tool for managing a portfolio - integrates all of the areas of performance, portfolio management and accounting. Massive assistance to those of us with multiple portfolios to manage and not much time.
Easiest way to track your investments, and makes tax time a breeze.
Highly recommend to anyone with a share portfolio. So easy to use and see exactly you’re at.
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.
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 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.
A hugely helpful continuous updating track of my portfolio. Already recommend this to all my mates.
I have been using Sharesight since 2013. Before that I used Microsoft Money to track my portfolios. I started with the free version and I now invest and track 4 separate portfolios using Sharesight. It easily keeps track of them all separately, or combined, with excellent tax reports shared directly with my accountant and fantastic performance tracking in real time. I would definitely not be without this as a serious, or part time investor.
I created a free account about 5 years ago and started loading my stock list by hand. As I added each one I had a look at the available data. After about the 6th one I was hooked and switched to a paid account. In a word, awesome.
I’ve been using Sharesight now about 6 years and it’s value to me only ever increases with time. Not only does it help me manage my global equities, but also property, bonds, cash and alternatives …. full multi asset class capability for a modest monthly fee. Fantastic!!!
The functionality means this is more than just another program that I enter the number of shares and price bought. Share trade is automated by forward contract notes to sharesight, it has also automated div reinvestment (a huge pain for me trying to keep track of purchase price for shares) and tracks remaining balances. Found the system is very accurate to what I receive (the system div amounts, franking credits etc very rarely wrong), which means that it is a quick process to confirm.
I never truly understood how my portfolio was performing until I started using Sharesight as the information from my on-line broker only tells part of the story. I also love that my record-keeping is complete within the program and can easily be shared with my accountant at tax time. An added bonus is how well it connects with Xero to track my cash movements. And that this is a cloud-based application readily accessible from a web browser or smartphone.
Sharesight has revolutionized my approach to management of investment portfolios. Further it provides management reporting that is superior on several dimensions to that offered by Fund Managers. The FIF tax reporting for NZ investors is excellent.
I could not have achieved the same performance from self management without Sharesight. This has also provided significant savings in management fees.
I highly recommend it to investors wanting to have a superior way of managing their investments and keeping well informed on portfolio performance.
I’m going on year three of using Sharesight to track and gauge my performance across multiple accounts. The ease of use and information available at my disposal let me easily see how I am doing against my chosen bench mark and allow me to prepare for tax time with organization.
I’ve been asked by sharesight to provide an unbiased review of their services, and reviews are not something I usually do. I can honestly say if sharesight for some reason would cease to exist I truly would be disappointed and have a hard time finding something to replace it as I’ve tried many different programs over the years. My reasons for writing this review is to promote sharesight in the hopes that I never have to find a program to replace it. Good luck to all and may past good performance be a mark of future returns.
I don’t often write product reviews because of limited time, but Sharesight has saved me so much time in the last two years, that it is deserving of a few minutes now to rave of its virtues! Recording dividends now is just a quick click of a button once a month, trades take only a few seconds longer, tax time a breeze as I download the report in a few minutes and email off to my accountant. Goodbye Excel. Sharesight’s only risk is being an on-line program, so I do save reports, but live pricing is such a useful tool it’s worth it. Applause for the writers of this program … simple to use, hugely time saving, and keeps me current with whats happening with my portfolio at a glance. Very well done!
We have been using Sharesight for many years to analyse a wide range of stock from around the world. We look for stocks that have a consistent record of steadily increasing share prices over 5 years, one year and 3 months. A steadily increasing stock price is an indication of a well managed business in a good market. Sharesight is extremely easy to learn. We use it several times each day. For example, we have 30 odd shares in our Super Fund and check it each morning to see how the stock went over the last 24 Hours. The Moving Average and Linear Regression tools clearly show how the share is trending.
Sharesight is a very useful package for performance of my portfolio across two currencies & 3 exchanges. It captures my share changes in Australia automatically & picks up on all dividends on all 3 exchanges. It provides performance overall in AUD so easy to see summary performance. It also provides the end of year tax summary. Excellent system & good support & information.
Excellent portfolio management software. Auto import of trades, auto population with dividends, a host of reports that make tax time a breeze… nothing else out there matches the functionality of Sharesight. I’ve been using it for 8 years now. Free version is fully functional, limited to tracking 10 shares. The paid plans are cheap for what you get, and usually tax-deductible (at least they are in Aus), and I reckon it more than pays for itself in time saved alone.
Totally recommend sharesight Pro plan at $432 a year just for the fif calculations alone. It saves us having to use an accountant and just being able to analyse your portfolio against a benchmark is very helpful. Their share checker function and custom groups is something I use regularly. They have a lot of webinars so you could have a look at those to see what sharesight can do.
Sharesight is an invaluable feature rich platform that has allowed me to seamlessly track and manage my SMSF across AU, International shares as well as other asset classes all in one place. The platform is more than just a price tracker, it covers corporate actions, DRP, dividends etc the lot. No matter how complex your portfolio, initial set up is also a breeze with comprehensive integration to the majority of popular trading platforms etc. Well recommended at a very affordable price that delivers a solid ROI.
Yes, Sharesight is worth it. The old adage used to be ‘timely, accurate and complete’ and that is what Sharesight delivers. Performance reporting, income projections, tax record keeping, it can only be described as an excellent product. I’m a retired Accountant and ex-IT Consultant and a tool like this is invaluable for my financial future, recommended.
Sharesight allows us to keep all of our investment records in one place for our own purposes and also for our accountants to access and review for tax purposes. Easy to use, very comprehensive and always available. So much simpler than a spreadsheet and continually being added to to incorporate new features so that we are always compliant. Good job Sharesight.
User-friendly and very helpful way to keep track of your stock portfolio, tax liabilities, dividend income, bonus issues etc. I have found the help-desk staff to be very helpful and understanding of my novice level questions. This site is ideal for anyone with little experience, but I understand now that it also caters for expert investors too.
So you’re not using Sharesight but sticking to your spreadsheet? That’s like pushing your car around rather than filling the tank and driving it. DON’T KEEP ON BEING A DINOSAUR !!! YOU WILL NEVER REGRET SCRAPPING THE SPREADSHEET AND MAKING THE QUANTUM LEAP TO SHARESIGHT … I HAVEN’T!! With a bit of practice you will discover the power and utility of this software. Whilst most of the reports provide date ranges you can enter your own ranges … I do to generate some VERY specific reports. My investment adviser told me about Sharesight and, along with his other advice, it was spot on!!
I needed an application to take control of our financial situation. Sharesight has provided us with a total picture that allows for sensible conversations with my accountant and other family members about how to best manage our assets. Tax time has been made easy with direct access for our accountant. Support is quick thorough and courteous. And there is good communication provided with regular updates and webinars. More than just software a great service!
I have been a Sharesight subscriber for over 5 years now. It is excellent at tracking all of my CommSec share portfolio transactions automatically and seamlessly. Perfect for portfolio/historical analysis, tax reporting and storing tax records. An essential service and invaluable resource. Highly recommended.
I found Sharesight very trustworthy and accurate in tracking my portfolio performance and keeping track of dividends. The program easily imports data directly from my preferred broker CMC . And their reports are incredibly useful for tax preparation. Highly recommended
A truly excellent service that we’ve subscribed to since October 2012. It offers three key things from our perspective. Firstly a high level of visibility into share performance over time with the ability to perform “what if” scenarios. Secondly managing dividends and capital events is so simple and quick that it is no longer a chore. Thirdly, come tax time I can easily export spreadsheets and PDF reports very quickly, and they are simpler for the accountant to assimilate too, so our accounting bill has dropped slightly, which is a nice offset against the subscription cost. All in all we highly recommend Sharesight.
Brian & Nicole
This is an excellent tool for managing and analysing my share portfolio. I used the free version for a year or so and found it useful but realised that the additional features available to the subscriber, including the educational features, made it well worth upgrading to a subscription. One of the features I find excellent is the ability to store and link purchase and sale receipts as well as dividend notifications (as pdfs) to the relevant company in my portfolio list, this, combined with giving my accountant “read only” access to my sharesight account has made tax preparation streamlined.
I started using Sharesight 18 months ago and have found it invaluable to manage my portfolio of approximately 50 stocks across multiple markets and trading platforms. Sharesight actually enables me to keep track of everything in one place. The reports are also valuable, such as in listing future income and there are also significant time savings at tax time with the CGT reports. Of course its not perfect but they seem to be making changes and adding functionality regularly to improve it so I expect that it will confirm to improve.
Without Sharesight I would honestly be lost as an investor. I have multiple brokers and two seperate funds I manage for my wife and I. Getting performance and relevant tax data from Sharesight is a breeze compared with collecting that data from the brokers themselves. Not having to track the cost base of positions in spreadsheets means I spend my time researching great businesses to invest in instead. The product has evolved nicely over the years, and I am happy to see the pace of feature development continues.
For my financial needs there are many advantages to the Sharesight website; These main features include keeping (an automatically updated) shares portfolio, (a manually updated) cash account, and (a manually updated) superannuation account combined into one portfolio account; also a currency converter is useful for overseas accounts; some of the great features I regularly use are the ‘share checker’ for research such as find the long term returns, the diversity report, the tax return reports, and the performance reports with multiple graph options.
Fantastic product. Being able to log trades automatically via trade emails from your broker is a huge time saver. Dividends are also automated. Another great feature that I use is portfolio sharing with my accountant. It’s great seeing the true return on your investments. Mobile app also gives you quick and easy access.
I’ve found Sharesight a great way to track the short and long term patterns of my investments. It not only automatically updates trades from my broker, it also allows me to interrogate performance of individual shares over any time period that I choose, compare performance between shares in terms of $ or %, and follow trends by comparison to any common benchmark.
John Robert Hudson
My goto spot to watch, plan and report on my shares for our SMSF & personal share portfolios. Sharesight has allowed a very timestrapped BAS Agent to manage it all in one spot regardless of the Investor site each Companies uses, it even allows the attachment of the share dividend paperwork. I have been using it for 6 years now and each year it gets better. I cant give 5 stars as I am sure it will continue to improve. I have recommended this system to 5 other accountants and they love it too.
Donna Van Duynhoven
Sharesight is great! They answer my questions promptly and I love that I can have a number of different portfolios on my subscription, without paying extra. Came in handy when dealing with my fathers estate portfolio, I was able to enter all his transactions in a separate portfolio on Sharesight and then run CGT reports etc. So easy to use, even for an IT illiterate such as myself! Great value for money (and a tax deduction in my case too)
So glad I enrolled with Sharesight. It has made keeping up to date with my investments simple and easy. I like the way it shows me dividends etc without the need to look up the paperwork. I can quickly confirm the payments. The layout is easy to use and I can see everything at a glance. I use the app for quick updates. Have no hesitation recommending it.
If you want to keep track of all your investments and the associated returns on one site, this is a fantastic tool. I started using the free version but quickly migrated to an upgraded version to manage our family trust as well. The app is great for getting a snapshot of your fund at any point in time.
Sharesight has been a great solution to tracking investments and performance. It also made tax time so much easier having all the necessary information in one place. It’s become part of my daily like checking on performance and keeping track. I have no hesitation in recommending Sharesight.
I have been using Sharesight to manage my SMSF for over 3 years and use it everyday to review the performance of the portfolio. My accountant uses the reports to complete my tax and more recently I have incorporated my personal assets into Sharesight. It is an invaluable tool. It is simple, yet comprehensive and cost effective. Highly recommended.
What a magnificent aid. Keeps track of portfolios and all events associated with them. Accessible from anywhere with PC, tablet or smartphone. Powerful, feature rich and supportive but at the same time easy to use, a great way to keep track of your investments.
A happy user of Sharesight for many years. I’ve always been appreciative of how hard it works for me and the return I get on the (tax deductible) investment in the subscription! I’ve been able to reliably offload a lot of the heavy lift of tracking my SMSF portfolio, share trades, DRP, cash account tracking, digital assets and monitoring total net worth against benchmarks. Just as the product has grown, so too has my knowledge and confidence. I couldn’t recommend Sharesight highly enough.
The free intro Sharesight proved to be streets ahead of trying to track our limited shareholdings via spreadsheets. Having trialled it with <10 shares we had no doubts about paying NZD$275 pa for Investor level to now track our own 14 shares in two currencies. We also added a parents and an estates portfolio so that we could help family & keep them up to date & with much more detail than the share-brokers 1/4ly report. We access Sharesight 3-5 times per week & find it easy & intuitive to use + the access to good webinar speakers is a real bonus.
Was able to ditch my error-prone, time-consuming spreadsheet when I switched to Sharesight years ago. Love the accurate performance calculations and ease of use. Also appreciate that the Sharesight team is constantly improving the product. Reporting is great, especially capital gains calculation, upcoming dividend payments and end-of-year reports for my accountant. The integration (via email) with my online broker for all trades, plus the automatic dividend transaction creation is a huge timesaver. I can highly recommend it!
A very easy to use comprehensive share manager with excellent support that is rarely needed the software is so intuitive. A good range of functions such as automatic dividend payment entry makes managing a significant portfolio very easy. There are a range of reports covering common reporting functions but my favourites by far are the tax time reports making this chore painless.
I have been using Sharesight for a few years in the UK. It is invaluable to me and is by far better than any other programme that I have seen. I use it every day. It is proactive and accurate. it is very easy to use and is intuitive.
I had found Microsoft Money very good but struggled to find a replacement when it ceased to offer the updates.
Sharesight makes all the tedious tasks of managing an equities portfolio extremely easy. Dividends are automatically inserted. All the reports required for taxation purposes are readily available and you can predict dividend cashflow. I have been using Sharesight for nearly ten years and when ever I needed support it is readily available and very helpful. Recently new features have been introduced for the interface between the broker and Sharesight. Helpful videos and blogs are available to implement these features.
Absolutely essential for me as non-professional investor to accurately record and monitor my share portfolio. I simply ran out of time and talent trying to do this by excel spreadsheet.