About Sharesight

Sharesight is an investment portfolio tracker for tracking stocks, dividends, ETFs & more used by over 350,000 investors from around the world. Sharesight syncs with brokers to automatically track dividends, trades, stock splits and corporate actions. Users can implement Sharesight to see total annualized returns over any period and get all the information needed for the tax period. Users can also securely share portfolios.
Sharesight Software - Sharesight Portfolio Tracker
Sharesight Software - Benchmark your portfolio against any investment
Sharesight Software - Easily see your stock portfolio's diversity
Sharesight video
Sharesight Software - Sharesight Portfolio Tracker - thumbnail
Sharesight Software - Benchmark your portfolio against any investment - thumbnail
Sharesight Software - Easily see your stock portfolio's diversity - thumbnail

Sharesight pricing

Sharesight has a free version and offers a free trial. Sharesight paid version starts at A$0.00.

Starting Price:
Free Version:
Yes
Free trial:
Yes

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Sharesight Reviews

Feature rating

Value for Money
4
Functionality
3.5
Ease of Use
3
Customer Support
5
2 reviews of 2
Keith
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
3
Customer Support
5

4
Reviewed on 29/09/2022

Sharesight is a great product

Brilliant product, invaluable.

Pros

I like the fact that the web support is helpful. For example, my broker Finecobank, was not set up with them, so I ask, and they enabled integration.

Cons

There is a small lag, as it is database intensive. But its only a second or so.

Geoff
  • Industry: Investment Management
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
0
Features
2
Ease of Use
3
Customer Support
0

3
Reviewed on 25/07/2023

Tried to set it up -- walked away

Walking away because I need a more complete solution.

Pros

Seemed like it should handle everything I need, including ability to group holdings across brokerage accounts according to user need

Cons

Can't auto-import your portfolio from even the most widely used brokerage in the USA, Fidelity. Can manually upload with a spreadsheet -- but only trades, not dividends. Can't automatically learn about new transactions in the brokerage account without needing access to my broker emails (transaction confirmation) -- which don't provide share counts.

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