--- description: Review of Sharesight Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Sharesight | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Stock Portfolio Management Software](/directory/4259/stock-portfolio-management/software) > [Sharesight](/software/373958/sharesight) # Sharesight Canonical: https://www.softwareadvice.co.uk/software/373958/sharesight > Sharesight is an online investment portfolio tracker for tracking stocks, dividends, ETFs \& more used by over 450,000 investors from around the world. Sharesight imports data from your broker to automatically track dividends, trades, stock splits, corporate actions, currency changes \& more. Users can utilise Sharesight to see total annualized returns over any period and get all the information needed for all their investments in one place, without having to log into multiple platforms. Users can also securely share portfolios. > > Verdict: Rated **3.3/5** by 3 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.3/5** | 3 Reviews | | Ease of Use | 3.3/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 2.5/5 | Based on overall reviews | | Features | 3.7/5 | Based on overall reviews | | Recommendation percentage | 50% | (5/10 Likelihood to recommend) | ## About the vendor - **Company**: Sharesight - **Location**: New South Wales, Australia ## Commercial Context - **Starting Price**: A$0.00 - **Pricing model**: Per Feature (Free version available) (Free Trial) - **Pricing Details**: Please contact Sharesight for pricing details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 209 more ## Features - Alerts/Notifications - Benchmarking - Bonds/Stocks - Categorisation/Grouping - Client Management - Client Portal - Cryptocurrency Tracking - Data Import/Export - Financial Analysis - Financial Management - For Investment Advisors - For Investors & Traders - For Traders - Historical Reporting - Investment Management - Investments Tracking - Mobile Access - Monitoring - Multi-Currency - Performance Metrics ## Integrations (1 total) - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Chat ## Category - [Stock Portfolio Management Software](https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software) ## Related Categories - [Stock Portfolio Management Software](https://www.softwareadvice.co.uk/directory/4259/stock-portfolio-management/software) - [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software) ## Alternatives 1. [Cash App](https://www.softwareadvice.co.uk/software/319076/cash-app) — 4.2/5 (679 reviews) 2. [Active Trader Pro](https://www.softwareadvice.co.uk/software/118843/active-trader-pro) — 3.2/5 (13 reviews) 3. [TrendSpider](https://www.softwareadvice.co.uk/software/450495/TrendSpider) — 4.6/5 (13 reviews) 4. [Unity](https://www.softwareadvice.co.uk/software/395666/unity) — 5.0/5 (3 reviews) 5. [Aladdin](https://www.softwareadvice.co.uk/software/515883/Aladdin) — 4.0/5 (1 reviews) ## Reviews ### "Sharesight is a great product" — 4.0/5 > **Keith** | *29 September 2022* | Real Estate | Recommendation rating: 10.0/10 > > **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. > > Brilliant product, invaluable. ----- ### "Tried to set it up -- walked away" — 3.0/5 > **Geoff** | *25 July 2023* | Investment Management | Recommendation rating: 4.0/10 > > **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. > > Walking away because I need a more complete solution. ----- ### "Watch out for the incremental upgrading required from Free to Standard" — 3.0/5 > **Henk** | *21 August 2025* | Investment Management | Recommendation rating: 1.0/10 > > **Pros**: It's easy to use and get reports, and the support is good. I'm on the Starter plan AUD19/m (paid annually) for 30 holdings. I have to forward my trades by email because the integration with my platform does not work fully > > **Cons**: I think their pricing model is sneaky. Even old stocks add to the 'holdings' definition, which is not intuitive, and as a result, it's nearly impossible to stay on the Starter plan and keep old reports because sold shares, etc, are treated as holdings in the account. > > I was disappointed in the end due to the pricing - it just costs too much for the value you get as a smallish investor. I will explore an alternative approach since Sharesight is not critical to my reporting. ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/373958/sharesight) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data