--- 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 & Product Details Visit Website 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. * * * Product Website Sharesight Seller [Sharesight](https://www.g2.com/sellers/sharesight) Discussions [Sharesight Community](https://www.g2.com/products/sharesight/discuss) Languages Supported English Overview by Matt Hobbs Show More ## Pricing Pricing provided by Sharesight. ### Free Plan $0.00 Per Month ### Starter Plan $7.00 Per Month [ View More Pricing Information ](https://www.g2.com/products/sharesight/pricing) ## Top-Rated Alternatives [ ![Morningstar Direct](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct") Morningstar Direct 4.1/5(426) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Betterment at Work](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Betterment at Work") Betterment at Work 4.3/5(709) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(285) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/sharesight/competitors/alternatives) VD Võ Đông D. HR Project Manager Mid-Market (51-1000 emp.) 3/6/2024 "Investment Tracking Made Easy" 3.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ### There are not enough reviews of Sharesight for G2 to provide buying insight. Below are some alternatives with more reviews: [ 1 ![Morningstar Direct Logo](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct Logo") Morningstar Direct 4.1 (426) Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. 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Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. 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