Sharesight Reviews

User Rating

4.4/5 (Based on 433 Ratings)

Rating Distribution

Excellent
70.7%
Very Good
15%
Average
6%
Poor
1.8%
Terrible
6.5%

User Sentiments

Comprehensive Reporting Features, Accurate Performance Tracking, Automatic Dividend Tracking, Easy to Use Interface

Inconsistent Broker Integrations, Occasional Data Accuracy Issues, Limited Customer Support Responsiveness, Mobile App Functionality Limitations

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Review Summary

Sharesight, a share portfolio tracker, has received mixed reviews. Users appreciate its intuitive interface, detailed reporting features, and extensive integrations with popular trading platforms. However, some find the pricing structure confusing and express concerns regarding the accuracy of data and the lack of tax reporting capabilities. Overall, Sharesight is a solid option for investors seeking a comprehensive portfolio tracking tool, but users should carefully consider their specific needs and budget before committing.

Pros

Userfriendly interface simplifies portfolio tracking and investment management.
Comprehensive features including tax reporting, dividend tracking, and performance analysis.
Supports a wide range of investments, including stocks, ETFs, and mutual funds.

Cons

Limited customization options for reports and portfolio views.
Lacks integration with certain popular financial tools and platforms.
Occasional issues with data accuracy and synchronization.

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Reviews

Nick Reynolds

December 2, 2024 Source: Trustpilot.com

Great repository of deals and flexible reporting

Sharesight has been a revelation for me. I needed software to process transactions from multiple Brokers and provide flexible reporting of my Portfolio performance against market indices. It does this perfectly (for me). I buy a lot of US shares from the UK - it handles the FX transparently. The ability to create sub-portfolios and custom groupings allows powerful slicing/dicing of performance. The 2 things I would stubble without are my iPhone and Sharesight.
'Hoping to see an app in the next few months !

Marco Schena

November 29, 2024 Source: Trustpilot.com

Sharesight is a great product for…

Sharesight is a great product for tracking your shares, the automation of contract notes, data feed into Xero, is all seemless and save you a lot of time tracking your investments.

Roger Gale

November 13, 2024 Source: Trustpilot.com

Quick quick quick responses and very…

Quick quick quick responses and very clear directions to solve my problem. Piumi is great.

Michael Brennan

October 30, 2024 Source: Trustpilot.com

Roshan was extremely helpful, patient and professional

Roshan was extremely helpful, the courteously and patience it took to explain in detail to me today was fantastic.
Roshan showed professionalism in his approach as well as a kind approach which is why it is a please to continue to rely on sharesight service.

Kobus Marais

October 21, 2024 Source: Trustpilot.com

No more excel spreadsheets to manage investments

We used to manage our share portfolio and term deposits in Excel and keep files for each share to file dividend and interest payments. Now we manage our share portfolio and term deposits in Sharesight. We have current valuations on all share prices, and we can monitor daily movements in share prices. We can see the overall performance of our portfolio by capital gains/losses, dividends & currency gains/losses. We file all supporting documents in sharesight. It also fully integrates with Xero accounting software and you just need to match the receipts to invoices generated by sharesight for all dividend payments received. Everybody in the organisation have their own login and you can set permissions for users.

colin

October 13, 2024 Source: Trustpilot.com

A wonderful experience so far

A wonderful experience so far. Simple to use, easy to find the right stock, add them to your portfolio and then add holdings. Dividends are automatically noted in advance and to track as an overall percentage of your income or reinvestment. So far, no issues at all and questions are answered quickly.

Darshan Kalirasa

October 8, 2024 Source: Trustpilot.com

Good I know it's only two days

Good I know it's only two days
I am looking good Will watch more

Jeff Bell

October 3, 2024 Source: Trustpilot.com

Piumi was proactive and helpful above…

Piumi was proactive and helpful above and beyond what I have come to expect from online help services.

Erich

October 2, 2024 Source: Trustpilot.com

Powerful Insights, Amazing Support

It tracks everything, gives me a clear picture of my performance, and their customer support is top-notch. Highly recommended!

MW