Cash App
4.2
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Sharesight
About 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.
Sharesight pricing
Sharesight has a free version and offers a free trial. Sharesight paid version starts at A$0.00.
Starting Price:
A$0.00
Free Version:
Yes
Free trial:
Yes
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Keith
- Industry: Real Estate
- Company size: Self Employed
- Used Daily for 6-12 months
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4.0
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
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3.0
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.
Henk
- Industry: Investment Management
- Company size: Self Employed
- Used Weekly for 1+ year
-
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3.0
Reviewed on 21/08/2025
Watch out for the incremental upgrading required from Free to Standard
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.
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.
3 reviews