1. Home
  2. Investment Portfolio Management Software
  3. Sharesight
Sharesight

Sharesight

By Sharesight

4.4  ·  99 reviews Investment Portfolio Management Software Onetime(Perpetual License)
About
Sharesight is a leading online tool for tracking and reporting stocks, mutual funds, and holdings. It allows users to see a list of all dividends and distributions over any period, and the impact of dividends on total returns at both the holding and portfolio level. The tool also lets users easily track DRPs/DRIPs and their impact on portfolio performance and growth. With the taxable income report, investors can see all distributions, dividends, and interest payments that are broken up by local and foreign income. And finally, the performance report helps users view the dollar and percentage returns of open or closed positions.
Screenshots
Sharesight screenshot 1
Screenshot 1
Sharesight screenshot 2
Screenshot 2
Sharesight screenshot 3
Screenshot 3
Sharesight screenshot 4
Screenshot 4
Sharesight screenshot 5
Screenshot 5
Sharesight screenshot 6
Screenshot 6
Pricing
Free
USD0
  • Portfolios : 1
  • Holdings : 10
  • Custom Groups : 1
  • Supported Markets
  • Automatic Dividends an Adjustments
  • Price and Portfolio Email Alerts
  • Mobile App
  • Broker Email Imports
  • Record Unlisted Investments
  • Portfolio Sharing
  • Performance
  • Taxable Income
  • Historical Cost
  • Sold Securities
  • All Trades
  • Portfolios : 1
  • Holdings : 10
  • Custom Groups : 1
  • Supported Markets
  • Automatic Dividends an Adjustments
  • Price and Portfolio Email Alerts
  • Mobile App
  • Broker Email Imports
  • Record Unlisted Investments
  • Portfolio Sharing
  • Performa
Get Started
Investor
USD19/Month
  • Portfolios : 3
  • Holdings : Unlimited
  • Custom Groups : 2
  • Includes features of Starter plan
  • plus
  • Cash Accounts
  • Benchmarking
  • File Attachments
  • Labels and Report Filtering
  • Xero Integration
  • Future Income
  • Diversity
  • Portfolios : 3
  • Holdings : Unlimited
  • Custom Groups : 2
  • Includes features of Starter plan
  • plus
  • Cash Accounts
  • Benchmarking
  • File Attachments
  • Labels and Report Filtering
  • Xero Integration
  • Future Income
  • Diversity
Contact Sales
Expert
USD25/Month
  • Portfolios : 5
  • Holdings : Unlimited
  • Custom Groups : 5
  • Includes features of Investor plan
  • plus
  • Contribution Analysis
  • Portfolios : 5
  • Holdings : Unlimited
  • Custom Groups : 5
  • Includes features of Investor plan
  • plus
  • Contribution Analysis
Contact Sales
User Reviews + Write a Review
S
Sid
★☆☆☆☆
Not good for use in United Kingdom

Might be good for Australians and New Zealanders, but not too good for UK citizens. The support, even on the top plan (which promises 'priority' support) is VERY slow. Tonight I have waited up until 11:45pm in the hope that someone will talk to me on Livech...

S
Sudh
★☆☆☆☆
Terrible customer service and product cancellation policies

I had yearly subscription to sharesight investor plan. This was working ok till I changed my investment strategy to use share CFDs instead of shares. Sharesight does not record share CFD transactions which makes it completely useless for me.Now, thinking th...

L
Lee
★☆☆☆☆
The platform seems to be very buggy and…

The platform seems to be very buggy and they have very poor customer support. With no phone number and no one to respond to chat requests. Very disappointing.

R
Richard
★☆☆☆☆
Unreliable with poor support

I have tried this service - paid version - but there is a lot of bugs with connection to broker which makes this service unreliable. Support is very poor - it takes days to get very generall nothing solving answer.

P
Private
★☆☆☆☆
US stock investor and tech savvy- stay well away from this

Paid $279 AUD for an "investor plan" for nothing. Wanted to use the 7 day trial on this plan to test things out, but they charged me immediately. The app is full of bugs mostly related to refresh-related to charts, during FX transaction entry, deleting a ca...

Frequently Asked Questions
How much does Sharesight cost?

Sharesight offers 4 pricing plan(s):

  • Free — USD0.00
  • Starter — USD12.00 /Month
  • Investor — USD19.00 /Month
  • Expert — USD25.00 /Month
Does Sharesight offer a free trial?

Sharesight does not currently offer a free trial.

What support does Sharesight provide?

Sharesight provides Online (Ticket) support.

Is Sharesight cloud-based or on-premise?

Sharesight is Cloud Hosted software.

What training resources does Sharesight offer?

Sharesight provides Help Guides,Blogs,Video Guides for training.

Tool Info
Company Sharesight
HQ South Wales,
Starting price Free
Deployment Cloud Hosted
Languages English
Free Trial Not Available
Best For
Personals Enterprises SMEs SMEs
Customization
No