Sharesight Reviews 549

Great tool for investors
Great and friendly assistance

Sharesight does have a lot of good features, being able at a glance to see how one has performed on the portfolio. I can see capital gain and currency and dividend pa which is great. I am not totally familiar with all the feature of the package. I think there needs to be a simple tutorial manual that one can read and understand in a simple way. The other thing is that if i buy a particular share at a price and date, then buy some more ditto and then say sell some, does the program calculate all this ? It would be very good to know. I would appreciate someone either emailing or calling me to discuss. Thanks

I invest in US shares while based in NZ, and originally signed up with Sharesight to help calculate my NZ FIF tax liabilities. Sharesight links in perfectly with my Interactive Brokers account, and was worth the yearly subscription for just the FIF report function! I've increasingly started using the 'Diversity' Report function, with custom categories to keep track of my exposure across industries and themes, which has been great in this market.

Easy to use, concise and gives me the reports I need accurately. Accountants happy with the program and I now have control at my fingertips.

Professional and efficient help! Thank you.

I have been looking for an application that records all my transactions and monitors performance on a granular scale. This does that and more.

Just wanted to tell you that the new task tab is great. I am guilty of not taking the time to update date each of my holdings and this makes it much easier. The first portfolio I updated needed 750 some confirmations. Hate to think how long that would have taken me if I'd done each one manually. As my portfolios grow the more I appreciate the features for monitoring my portfolios that you have in Sharesight. thank you very much, keep up the good work, Dennis

Update - bug was resolved so website and original app working fine now. I’m still not happy with the new app - way too simple with far more clicks required to get relevant information and other information eg index comparison, is missing

Sharesight is indispensable. I would waste lots of time in spreadsheets otherwise. I'm taking off two stars due to:
1. the subpar second iPhone app they released several months ago. Lots of functionality missing, difficult to use, etc.
2. the upgrade to the original iPhone app, which has started failing in the past day or two with a super frustrating "Oops" page.
3. having said this the upgrade to the website (aside from a glitch or two during the upgrade where $500K of share value was missing for a minute) is a significant improvement.

Folks, please fix the iOS app!

Much wider based system than ones I have been exposed to in the past.

Easy to use and everything is in one place. It makes tax time quick and simple, and the future income report from dividends helps me budget and plan ahead. Overall, a great experience

Sharesight provides a very good solution for family offices wanting to consolidate their portfolios across multiple entities into a dashboard. This gives a key line of sight for the performance of assets across the board. In addition to this, there are a variety of useful reports that you can run such as the capital gains tax report that can assist with the preparation of tax returns.

Very disappointing - dodgy service and they cancel your service immediately despite having paid for the whole term.

i use mini warrants and the prices are inaccurate

Gihan from Sharesight is fantastic support. He provided me with clear, concise guidance on an API technical issue and its solution. He was proactive, patient, kind and very helpful in answering questions and then actioning solutions I couldn't have worked out on my own. Via Google Chat, Gihan helped resolve the issue and what information to email CMC support to fix the API connection at their end. CMC were significantly slower and poorer at communicating than Gihan at Sharesight. He has set the professional service benchmark. Awesome service, genuinely helpful, and a very kind, polite person. I highly recommend him. Truly professional work is rare, highly appreciated and deserves recognition and reward. Thank you Gihan! 10/10.

I trade a lot so great at tax time for the reports it generates and tax accountant likes it.

Used the portal for CGT calculation. Unfortunately the CGT calculation results are totally wrong and can not be trusted. Waste of time and energy.

So far so good in transferring data from broker

Share sight is everything I hoped it would be as an investment management tool. It seamlessly combines my two portfolios giving me aggregate performance figures .The reporting is helpful and the ATO annual revenue and capital gains and losses are very easy to access. Overall the best system I have ever come across

This product is terrible. Please don't waste time setting it up! It's difficult to set up and ultimately the share values are wrong leaving you with an inaccurate portfolio. Dont waste your time.