I have had an investor account (which allows for 3 portfolios) for several months. Generally, I am pleased with it and find the new benchmarking with ETFs a useful addition. With the 3 portfolios I have been able to add other family members' investments. DRIP calculations have seemed to be awry as I think Sharesight does not allow for carry over balances.

I would like to be able to add a separate category for Term Deposits and to be able to order them by maturity date. Similarly I would like a separate exchange category for the NZDX or listed debt. At the moment they are included with NZ shares. As a backup I still keep excel files and update these manually with the latest prices every quarter.