Requirements
- Target platform
- OpenClaw
- Install method
- Manual import
- Extraction
- Extract archive
- Prerequisites
- OpenClaw
- Primary doc
- SKILL.md
Manage Sharesight portfolios, holdings, and custom investments via the API
Manage Sharesight portfolios, holdings, and custom investments via the API
Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.
I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete.
I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run.
Manage Sharesight portfolios, holdings, custom investments, prices, and coupon rates. Supports full CRUD operations.
Set these environment variables: SHARESIGHT_CLIENT_ID - Your Sharesight API client ID SHARESIGHT_CLIENT_SECRET - Your Sharesight API client secret SHARESIGHT_ALLOW_WRITES - Set to true to enable create, update, and delete operations (disabled by default for safety)
# Authenticate (required before first use) sharesight auth login # Check authentication status sharesight auth status # Clear saved token sharesight auth clear
# List all portfolios sharesight portfolios list sharesight portfolios list --consolidated # Get portfolio details sharesight portfolios get <portfolio_id> # List holdings in a portfolio sharesight portfolios holdings <portfolio_id> # Get performance report sharesight portfolios performance <portfolio_id> sharesight portfolios performance <portfolio_id> --start-date 2024-01-01 --end-date 2024-12-31 sharesight portfolios performance <portfolio_id> --grouping market --include-sales # Get performance chart data sharesight portfolios chart <portfolio_id> sharesight portfolios chart <portfolio_id> --benchmark SPY.NYSE
# List all holdings across portfolios sharesight holdings list # Get holding details sharesight holdings get <holding_id> sharesight holdings get <holding_id> --avg-price --cost-base sharesight holdings get <holding_id> --values-over-time true # Update holding DRP settings sharesight holdings update <holding_id> --enable-drp true --drp-mode up # drp-mode options: up, down, half, down_track # Delete a holding sharesight holdings delete <holding_id>
# List custom investments sharesight investments list sharesight investments list --portfolio-id <portfolio_id> # Get custom investment details sharesight investments get <investment_id> # Create a custom investment sharesight investments create --code TEST --name "Test Investment" --country AU --type ORDINARY # type options: ORDINARY, TERM_DEPOSIT, FIXED_INTEREST, PROPERTY, ORDINARY_UNLISTED, OTHER # Update a custom investment sharesight investments update <investment_id> --name "New Name" # Delete a custom investment sharesight investments delete <investment_id>
# List prices for a custom investment sharesight prices list <instrument_id> sharesight prices list <instrument_id> --start-date 2024-01-01 --end-date 2024-12-31 # Create a price sharesight prices create <instrument_id> --price 100.50 --date 2024-01-15 # Update a price sharesight prices update <price_id> --price 101.00 # Delete a price sharesight prices delete <price_id>
# List coupon rates for a fixed interest investment sharesight coupon-rates list <instrument_id> sharesight coupon-rates list <instrument_id> --start-date 2024-01-01 # Create a coupon rate sharesight coupon-rates create <instrument_id> --rate 5.5 --date 2024-01-01 # Update a coupon rate sharesight coupon-rates update <coupon_rate_id> --rate 5.75 # Delete a coupon rate sharesight coupon-rates delete <coupon_rate_id>
# List country codes sharesight countries sharesight countries --supported
All commands output JSON. Example portfolio list response: { "portfolios": [ { "id": 12345, "name": "My Portfolio", "currency_code": "AUD", "country_code": "AU" } ] }
All dates use YYYY-MM-DD format (e.g., 2024-01-15).
Performance reports support these grouping options: country - Group by country currency - Group by currency market - Group by market (default) portfolio - Group by portfolio sector_classification - Group by sector industry_classification - Group by industry investment_type - Group by investment type ungrouped - No grouping
Write operations (create, update, delete) are disabled by default for safety. To enable them: export SHARESIGHT_ALLOW_WRITES=true Without this, write commands will fail with: {"error": "Write operations are disabled by default. Set SHARESIGHT_ALLOW_WRITES=true to enable create, update, and delete operations.", "hint": "export SHARESIGHT_ALLOW_WRITES=true"}
# Get current year performance sharesight portfolios performance 12345 --start-date 2024-01-01 # Compare against S&P 500 sharesight portfolios chart 12345 --benchmark SPY.NYSE
# List all holdings with cost information sharesight holdings get 67890 --avg-price --cost-base
# Create a custom investment for tracking unlisted assets sharesight investments create --code REALESTATE --name "Property Investment" --country AU --type PROPERTY # Add price history for the investment sharesight prices create 123456 --price 500000.00 --date 2024-01-01 sharesight prices create 123456 --price 520000.00 --date 2024-06-01
# Create a term deposit sharesight investments create --code TD001 --name "Term Deposit ANZ" --country AU --type TERM_DEPOSIT # Set the coupon rate sharesight coupon-rates create 123456 --rate 4.5 --date 2024-01-01 # Update rate when it changes sharesight coupon-rates update 789 --rate 4.75
# Enable DRP and round up purchases sharesight holdings update 67890 --enable-drp true --drp-mode up # Disable DRP sharesight holdings update 67890 --enable-drp false
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