---
title: Sharesight Reviews
meta_title: 'Sharesight Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Sharesight works for a business like yours.
aggregate_rating:
  rating_value: 3.5
  review_count: 1
  scale: '5'
date_modified: '2026-08-01'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Sharesight Reviews
**Vendor:** Sharesight  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)  
**Average Rating:** 3.5/5.0  
**Total Reviews:** 1
## About Sharesight
Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows investors & fund managers to track their stocks, ETFs, dividends, trades, stock splits & more automatically, cutting down on the need for data entry, saving time and money. Investors can import their trading history from their stock brokerage account & let Sharesight do the rest - see your historic trading performance, benchmark against any other stock, index or ETF, run tax reports & more. Try Sharesight for free today.




## Sharesight Reviews
  ### 1. Investment Tracking Made Easy

**Rating:** 3.5/5.0 stars

**Reviewed by:** Võ Đông D. | HR Project Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 06, 2024

**What do you like best about Sharesight?**

Sharesight has an additional benefit of making it a lot easy for me to follow the progress of my investments. It actually just does it automatically by just gathering all my portfolio data and this saves me from doing this tedious manual data entry and reconciliation for hours. Such a possibility enables me to track and recognize my investment results faster, observe the trends, make the informed choices.

**What do you dislike about Sharesight?**

Even though Sharesight does not provide a comprehensive list of all my portfolio, I may get confused sometimes. The data that is being shown can be overwhelming in scale, and particularly hard for those who are new to investing.

**What problems is Sharesight solving and how is that benefiting you?**

Sharesight boils down my investment management activity into a uniform process. I had never been able to manage my house repair works just like that, until now when I have to spend not a single hour collecting data and analyzing complicated numbers. That freeing of time is the reason why I can concentrate on the analysis process and do the task in an analytical way as far as the stock selection is concerned.



- [View Sharesight pricing details and edition comparison](https://www.g2.com/products/sharesight/reviews?qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-10+08%3A47%3A11+-0500&secure%5Bsession_id%5D=ec907d75-0950-434c-baef-85a505df16de&secure%5Btoken%5D=af3f2ddcada44c313322e45e97f3f57232dddac2c71b8ddbdf0bd1e3f976aae4&format=llm_user)

## Sharesight Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

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