Update - bug was resolved so website and original app working fine now. I’m still not happy with the new app - way too simple with far more clicks required to get relevant information and other... See more
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Review summary
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Reviews shaping this summary
Great platform, streamlines the backoffice of my investment management. I'm so happy to not be managing spreadsheets to do this. Only two requests: 1. Provide a greater range of reports for consol... See more
Sharesight does have a lot of good features, being able at a glance to see how one has performed on the portfolio. I can see capital gain and currency and dividend pa which is great. I am not totally... See more
I believe that sharesight is a smart tool and easy to use. I appreciated in particular the flexibility, possibility to insert custom investment, customize classes... also the report section is ab... See more
Company replied
Company details
About Sharesight
Written by the company
Sharesight is a product built for investors, by investors. We take the complexity out of monitoring your performance, analysing your portfolio, and preparing your taxes. Join over 500,000 other self-director investors such as yourselves, from over 100 countries around the world, in making more rational decisions on your investment portfolio.
With Sharesight, you can:
Above all, it’s a way for you to keep all records related to your direct shares, managed funds, and other unlisted investments in one place.
With Sharesight, you can:
- Track your dividends — Import your trading history, then sit back and watch as corporate actions such as dividends, and stock splits are automatically incorporated.
- Know your true performance — Understand exactly how your investments are performing with daily price & currency updates, plus powerful reports and optional email alerts.
- Save time and money — Share access to your portfolio and tax reports with your accountant in a few clicks and you’ll be on your way to saving time and money during tax time.
Above all, it’s a way for you to keep all records related to your direct shares, managed funds, and other unlisted investments in one place.
Use Sharesight for FREE
Track 10 holdings for free, for life!
Ready to see what our platform can do? Dive into a sample demo portfolio to test-drive our advanced insights and tax reports and see how they can empower your financial decisions.
Contact info
Level 4, 241 Commonwealth Street, 2010, Surry Hills, Australia
- marketing@sharesight.com
- www.sharesight.com
4.0
Great
549 reviews
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Roshan provided a first-class service
Roshan provided a first-class service - I was helped with a complex issue for me and was provided detailed advice in full and very quickly. Roshan ended up taking my spreadsheet and fixing the issue for me regarding dates and timing - this was so helpful
The service was way above expectations and I'm very grateful for the assistance - thank you so much!!!
8 July 2025
Reply from Sharesight
We're pleased to hear that the assistance Roshan provided was so helpful and exceeded your expectations. We appreciate you taking the time to share your positive experience!
It takes days for someone to get back…
It takes days for someone to get back to me. All I want is someone to explain to me why my portfolio isn't updating. I've followed their recommendations. Regret spending the $300 odd on the subscription
7 July 2025
Reply from Sharesight
We're very sorry your portfolio isn't updating and for the delayed response. We appreciate your feedback and will investigate the cause of the slow response times to improve our support.
Could you please email us at support@sharesight.com?
the initial experience trying to use…
the initial experience trying to use the platform was daunting but Gihan from ShareSight was super helpful and patient. If it were not for his help, I would have remained skeptical about how useful ShareSight is as tool to manage and monitor my portfolio performance. After the help I received from Gihan, i feel a lot more confident about using ShareSight as my primary portfolio monitoring and reporting tool
3 July 2025
Reply from Sharesight
We're happy to hear that Gihan's assistance improved your experience! It's great to know that you now feel confident using our platform to monitor your portfolio. Thank you for your feedback.
Excellent Platform and Support
Sharesight has been great to provide clear visibility over my portfolio. The interface is intuitive and easy to navigate. On the odd occasions I’ve needed assistance, the customer support team (particularly Gihan) have been fantastic. They support is responsive, knowledgeable, and always able to resolve any issues.
3 July 2025
Reply from Sharesight
We're so happy to hear that our platform provides you with clear portfolio visibility through an intuitive interface. We appreciate your kind words regarding our customer support team's responsiveness and expertise. Thanks for your feedback!
Difficult communication for a paid subscription
Edit: Finally connected with Gihan who was super-helpful (although only through emails which is very slow). After several weeks, we identified problems were caused at the broker end and resolved when CMC Markets fixed their connections. Not Sharesight's fault. Upgraded my review to 3 stars due solely to Gihan's diligent support. Thank you Gihan, Sharesight is lucky to have you!
OP: Paid for upgraded account which broke the connections to my broker. BOT chat is unresponsive and transfer to human communication is via email only. broker connection issues taking many check up logins and hours/days to fix.
2 July 2025
Unprompted review
Reply from Sharesight
We appreciate your feedback and apologize that the upgrade disrupted your broker connection. It is quite strange as plan change shouldn't affect the broker's connection. You can talk to a human agent though both chat and email.
Easy to use website
Easy to use website - far prefer looking on here than the brokerage apps.
2 July 2025
Reply from Sharesight
So good to hear that Sharesight is easier to use and preferred over brokerage apps. Thanks for your feedback; it means a lot to us.
Thanks Roshan!
Thank you Roshan for your assistance in facilitating the set up of my Portfolio. Roshan provided timely, knowledgeable and clear feedback and instructions. He was efficient, patient and courteous throughout numerous online interactions.
27 June 2025
Reply from Sharesight
We appreciate you sharing your feedback! Roshan is a great guy - thank you. We'll pass the message on to him.
Gihan from the customer support team…
Gihan from the customer support team has been super helpful to bring my portfolio up to date. She has been responsive to my queries, and I feel very supported using Sharesight as my portfolio tracker.
26 June 2025
Reply from Sharesight
Hi Julie,
Thank you for taking the time to write this review for us. We are lucky to have Gihan in our team. We will pass on this feedback to him.
Thank you
Good and easy tool, some ideas for improvement
I believe that sharesight is a smart tool and easy to use. I appreciated in particular the flexibility, possibility to insert custom investment, customize classes... also the report section is able to cover my needs.
Of course it is always possible to improve, below some ideas/suggestions:
- possibility to upload prices for many custom investments in one shot (through excel sheet)
- show in the investment page not only the return but also the risk (max drawdown or other indicator). Today I can see it only running a report
- even better develop the tool in order to be used also for the investment selection: showing return %, drawdown risk...
17 June 2025
Reply from Sharesight
We're happy you find Sharesight smart and easy to use, appreciating its flexibility and reporting. Thank you for your suggestions!
We acknowledge the value of features like risk indicators on investment pages, and investment selection tools. We'll consider these for future improvements.
You can already bulk upload prices for custom investments - please see https://help.sharesight.com/bulk-update-prices-for-custom-investments/ for more details.
Reply from Sharesight
We're happy to hear that our support and understanding met your needs. We appreciate your feedback!
No Customer support except bot
No Customer support except bot which essentially build to keep you in loop. No contact number.
Last year, it used to brought all CMC trades automatically but his time it is not refreshing. Also, put all my Stake trades 3 times and i had to remove duplicates manually.
After using this 4 years successfully , they have managed to ruin smooth Saas.
2 June 2025
Unprompted review
Reply from Sharesight
Apologies for the experience. Our bot handles most of the conversation from the start however you also have the option to route it to a human at any point during the conversation. re CMC, CMC made an upgrade on their end so you need to re-register to establish the connection again.
Fantastic!
Fantastic! Great user interface, easy auto file imports direct from broker. Excellent information displayed and lots of reports you can download.
28 November 2024
Unprompted review
Reply from Sharesight
We're happy to hear that you find our user interface fantastic and the automated file imports easy to use. We appreciate your positive feedback!
Reliable timesaver
I use Sharesight for accurately tracking portfolio performance, income and tax return calculations. It intuitive and excellent value for money. It is an outstanding product.
28 May 2025
Reply from Sharesight
Thank you so much for your kind words.
Excellent customer service - a rarity from software providers!
Not only is the Sharesight product great, but I've found the staff (particularly Gihan) very keen and capable at resolving the most complex and specific issues. Trading various global markets means there's always a 'new' issue that pops up and Sharesight can deal with it all. I'd be lost without them in my corner.
24 May 2025
Reply from Sharesight
Thank you for your kind words. Gihan is a customer service superstar, indeed.
Sharesight Team
Gihan was very patient & proactive in setting up Sharesight/Stake interfaces. It took longer than expected but he got me there in the end. Thanks, Gihan
Also, thanks to Ricky for calling me to get this effort moving.
23 May 2025
Reply from Sharesight
So great to hear your words of encouragement. Thank you!
Support & Devs really accomodating
The devs and support were really helpful getting a new ticker added to their system with a quick turn around time, just in time for the dividends to come out. This means I don’t need to add it in custom every trade I make.
Thanks so much Sharesight team for really helping on this one!
21 May 2025
Reply from Sharesight
Thank you - these words make us love our work even more.
Its great when it works
Its great when it works. Customer assistance is very poor, no phone to ring with a question and they take for ever to reply online. And you always contact them when its something urgent. otherwise the product is good.
30 April 2025
Unprompted review
Reply from Sharesight
We strive to provide you with the best possible customer service. We had some sickness in the team, otherwise, we are very prompt and responsive. I hope next time, we will be more responsive.
Support assisted me through a disconnection with CMC Markets
Support assisted me through a disconnection with CMC markets - all fixed thanks to the assistance.
16 April 2025
Reply from Sharesight
Thank you for your kind words and for taking the time to write this for us.
Excellent experience
The team at Sharesight are so helpful and professional.
I have 8 years of trades to upload and they are working by my side to ensure smoothness and accuracy.
I highly recommend the total package - technology and team.
11 April 2025
Reply from Sharesight
Thank you for the kind words of encouragement. The team is thrilled to see their hard work being called out.
Reply from Sharesight
Thank you for your kind words.
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