{
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  "item": {
    "slug": "sharesight-skill",
    "name": "Sharesight Skill for OpenClaw",
    "source": "tencent",
    "type": "skill",
    "category": "开发工具",
    "sourceUrl": "https://clawhub.ai/lextoumbourou/sharesight-skill",
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    ],
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          "body": "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."
        },
        {
          "label": "Upgrade existing",
          "body": "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."
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      "expiresAt": "2026-05-14T17:22:31.273Z",
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      "detail": "Yavira can redirect you to the upstream package for this source.",
      "primaryActionLabel": "Download for OpenClaw",
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        "Review SKILL.md after the package is downloaded.",
        "Confirm the extracted package contains the expected setup assets."
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        "Confirm the extracted package includes the expected docs or setup files.",
        "Validate the skill or prompts are available in your target agent workspace.",
        "Capture any manual follow-up steps the agent could not complete."
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    "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.",
    "steps": [
      "Download the package from Yavira.",
      "Extract it into a folder your agent can access.",
      "Paste one of the prompts below and point your agent at the extracted folder."
    ],
    "prompts": [
      {
        "label": "New install",
        "body": "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."
      },
      {
        "label": "Upgrade existing",
        "body": "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."
      }
    ]
  },
  "documentation": {
    "source": "clawhub",
    "primaryDoc": "SKILL.md",
    "sections": [
      {
        "title": "Sharesight Skill",
        "body": "Manage Sharesight portfolios, holdings, custom investments, prices, and coupon rates. Supports full CRUD operations."
      },
      {
        "title": "Prerequisites",
        "body": "Set these environment variables:\n\nSHARESIGHT_CLIENT_ID - Your Sharesight API client ID\nSHARESIGHT_CLIENT_SECRET - Your Sharesight API client secret\nSHARESIGHT_ALLOW_WRITES - Set to true to enable create, update, and delete operations (disabled by default for safety)"
      },
      {
        "title": "Authentication",
        "body": "# Authenticate (required before first use)\nsharesight auth login\n\n# Check authentication status\nsharesight auth status\n\n# Clear saved token\nsharesight auth clear"
      },
      {
        "title": "Portfolios",
        "body": "# List all portfolios\nsharesight portfolios list\nsharesight portfolios list --consolidated\n\n# Get portfolio details\nsharesight portfolios get <portfolio_id>\n\n# List holdings in a portfolio\nsharesight portfolios holdings <portfolio_id>\n\n# Get performance report\nsharesight portfolios performance <portfolio_id>\nsharesight portfolios performance <portfolio_id> --start-date 2024-01-01 --end-date 2024-12-31\nsharesight portfolios performance <portfolio_id> --grouping market --include-sales\n\n# Get performance chart data\nsharesight portfolios chart <portfolio_id>\nsharesight portfolios chart <portfolio_id> --benchmark SPY.NYSE"
      },
      {
        "title": "Holdings",
        "body": "# List all holdings across portfolios\nsharesight holdings list\n\n# Get holding details\nsharesight holdings get <holding_id>\nsharesight holdings get <holding_id> --avg-price --cost-base\nsharesight holdings get <holding_id> --values-over-time true\n\n# Update holding DRP settings\nsharesight holdings update <holding_id> --enable-drp true --drp-mode up\n# drp-mode options: up, down, half, down_track\n\n# Delete a holding\nsharesight holdings delete <holding_id>"
      },
      {
        "title": "Custom Investments",
        "body": "# List custom investments\nsharesight investments list\nsharesight investments list --portfolio-id <portfolio_id>\n\n# Get custom investment details\nsharesight investments get <investment_id>\n\n# Create a custom investment\nsharesight investments create --code TEST --name \"Test Investment\" --country AU --type ORDINARY\n# type options: ORDINARY, TERM_DEPOSIT, FIXED_INTEREST, PROPERTY, ORDINARY_UNLISTED, OTHER\n\n# Update a custom investment\nsharesight investments update <investment_id> --name \"New Name\"\n\n# Delete a custom investment\nsharesight investments delete <investment_id>"
      },
      {
        "title": "Prices (Custom Investment Prices)",
        "body": "# List prices for a custom investment\nsharesight prices list <instrument_id>\nsharesight prices list <instrument_id> --start-date 2024-01-01 --end-date 2024-12-31\n\n# Create a price\nsharesight prices create <instrument_id> --price 100.50 --date 2024-01-15\n\n# Update a price\nsharesight prices update <price_id> --price 101.00\n\n# Delete a price\nsharesight prices delete <price_id>"
      },
      {
        "title": "Coupon Rates (Fixed Interest)",
        "body": "# List coupon rates for a fixed interest investment\nsharesight coupon-rates list <instrument_id>\nsharesight coupon-rates list <instrument_id> --start-date 2024-01-01\n\n# Create a coupon rate\nsharesight coupon-rates create <instrument_id> --rate 5.5 --date 2024-01-01\n\n# Update a coupon rate\nsharesight coupon-rates update <coupon_rate_id> --rate 5.75\n\n# Delete a coupon rate\nsharesight coupon-rates delete <coupon_rate_id>"
      },
      {
        "title": "Reference Data",
        "body": "# List country codes\nsharesight countries\nsharesight countries --supported"
      },
      {
        "title": "Output Format",
        "body": "All commands output JSON. Example portfolio list response:\n\n{\n  \"portfolios\": [\n    {\n      \"id\": 12345,\n      \"name\": \"My Portfolio\",\n      \"currency_code\": \"AUD\",\n      \"country_code\": \"AU\"\n    }\n  ]\n}"
      },
      {
        "title": "Date Format",
        "body": "All dates use YYYY-MM-DD format (e.g., 2024-01-15)."
      },
      {
        "title": "Grouping Options",
        "body": "Performance reports support these grouping options:\n\ncountry - Group by country\ncurrency - Group by currency\nmarket - Group by market (default)\nportfolio - Group by portfolio\nsector_classification - Group by sector\nindustry_classification - Group by industry\ninvestment_type - Group by investment type\nungrouped - No grouping"
      },
      {
        "title": "Write Protection",
        "body": "Write operations (create, update, delete) are disabled by default for safety. To enable them:\n\nexport SHARESIGHT_ALLOW_WRITES=true\n\nWithout this, write commands will fail with:\n\n{\"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\"}"
      },
      {
        "title": "View Portfolio Performance",
        "body": "# Get current year performance\nsharesight portfolios performance 12345 --start-date 2024-01-01\n\n# Compare against S&P 500\nsharesight portfolios chart 12345 --benchmark SPY.NYSE"
      },
      {
        "title": "Analyze Holdings",
        "body": "# List all holdings with cost information\nsharesight holdings get 67890 --avg-price --cost-base"
      },
      {
        "title": "Track Custom Investments",
        "body": "# Create a custom investment for tracking unlisted assets\nsharesight investments create --code REALESTATE --name \"Property Investment\" --country AU --type PROPERTY\n\n# Add price history for the investment\nsharesight prices create 123456 --price 500000.00 --date 2024-01-01\nsharesight prices create 123456 --price 520000.00 --date 2024-06-01"
      },
      {
        "title": "Manage Fixed Interest Investments",
        "body": "# Create a term deposit\nsharesight investments create --code TD001 --name \"Term Deposit ANZ\" --country AU --type TERM_DEPOSIT\n\n# Set the coupon rate\nsharesight coupon-rates create 123456 --rate 4.5 --date 2024-01-01\n\n# Update rate when it changes\nsharesight coupon-rates update 789 --rate 4.75"
      },
      {
        "title": "Configure Dividend Reinvestment",
        "body": "# Enable DRP and round up purchases\nsharesight holdings update 67890 --enable-drp true --drp-mode up\n\n# Disable DRP\nsharesight holdings update 67890 --enable-drp false"
      }
    ],
    "body": "Sharesight Skill\n\nManage Sharesight portfolios, holdings, custom investments, prices, and coupon rates. Supports full CRUD operations.\n\nPrerequisites\n\nSet these environment variables:\n\nSHARESIGHT_CLIENT_ID - Your Sharesight API client ID\nSHARESIGHT_CLIENT_SECRET - Your Sharesight API client secret\nSHARESIGHT_ALLOW_WRITES - Set to true to enable create, update, and delete operations (disabled by default for safety)\nCommands\nAuthentication\n# Authenticate (required before first use)\nsharesight auth login\n\n# Check authentication status\nsharesight auth status\n\n# Clear saved token\nsharesight auth clear\n\nPortfolios\n# List all portfolios\nsharesight portfolios list\nsharesight portfolios list --consolidated\n\n# Get portfolio details\nsharesight portfolios get <portfolio_id>\n\n# List holdings in a portfolio\nsharesight portfolios holdings <portfolio_id>\n\n# Get performance report\nsharesight portfolios performance <portfolio_id>\nsharesight portfolios performance <portfolio_id> --start-date 2024-01-01 --end-date 2024-12-31\nsharesight portfolios performance <portfolio_id> --grouping market --include-sales\n\n# Get performance chart data\nsharesight portfolios chart <portfolio_id>\nsharesight portfolios chart <portfolio_id> --benchmark SPY.NYSE\n\nHoldings\n# List all holdings across portfolios\nsharesight holdings list\n\n# Get holding details\nsharesight holdings get <holding_id>\nsharesight holdings get <holding_id> --avg-price --cost-base\nsharesight holdings get <holding_id> --values-over-time true\n\n# Update holding DRP settings\nsharesight holdings update <holding_id> --enable-drp true --drp-mode up\n# drp-mode options: up, down, half, down_track\n\n# Delete a holding\nsharesight holdings delete <holding_id>\n\nCustom Investments\n# List custom investments\nsharesight investments list\nsharesight investments list --portfolio-id <portfolio_id>\n\n# Get custom investment details\nsharesight investments get <investment_id>\n\n# Create a custom investment\nsharesight investments create --code TEST --name \"Test Investment\" --country AU --type ORDINARY\n# type options: ORDINARY, TERM_DEPOSIT, FIXED_INTEREST, PROPERTY, ORDINARY_UNLISTED, OTHER\n\n# Update a custom investment\nsharesight investments update <investment_id> --name \"New Name\"\n\n# Delete a custom investment\nsharesight investments delete <investment_id>\n\nPrices (Custom Investment Prices)\n# List prices for a custom investment\nsharesight prices list <instrument_id>\nsharesight prices list <instrument_id> --start-date 2024-01-01 --end-date 2024-12-31\n\n# Create a price\nsharesight prices create <instrument_id> --price 100.50 --date 2024-01-15\n\n# Update a price\nsharesight prices update <price_id> --price 101.00\n\n# Delete a price\nsharesight prices delete <price_id>\n\nCoupon Rates (Fixed Interest)\n# List coupon rates for a fixed interest investment\nsharesight coupon-rates list <instrument_id>\nsharesight coupon-rates list <instrument_id> --start-date 2024-01-01\n\n# Create a coupon rate\nsharesight coupon-rates create <instrument_id> --rate 5.5 --date 2024-01-01\n\n# Update a coupon rate\nsharesight coupon-rates update <coupon_rate_id> --rate 5.75\n\n# Delete a coupon rate\nsharesight coupon-rates delete <coupon_rate_id>\n\nReference Data\n# List country codes\nsharesight countries\nsharesight countries --supported\n\nOutput Format\n\nAll commands output JSON. Example portfolio list response:\n\n{\n  \"portfolios\": [\n    {\n      \"id\": 12345,\n      \"name\": \"My Portfolio\",\n      \"currency_code\": \"AUD\",\n      \"country_code\": \"AU\"\n    }\n  ]\n}\n\nDate Format\n\nAll dates use YYYY-MM-DD format (e.g., 2024-01-15).\n\nGrouping Options\n\nPerformance reports support these grouping options:\n\ncountry - Group by country\ncurrency - Group by currency\nmarket - Group by market (default)\nportfolio - Group by portfolio\nsector_classification - Group by sector\nindustry_classification - Group by industry\ninvestment_type - Group by investment type\nungrouped - No grouping\nWrite Protection\n\nWrite operations (create, update, delete) are disabled by default for safety. To enable them:\n\nexport SHARESIGHT_ALLOW_WRITES=true\n\n\nWithout this, write commands will fail with:\n\n{\"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\"}\n\nCommon Workflows\nView Portfolio Performance\n# Get current year performance\nsharesight portfolios performance 12345 --start-date 2024-01-01\n\n# Compare against S&P 500\nsharesight portfolios chart 12345 --benchmark SPY.NYSE\n\nAnalyze Holdings\n# List all holdings with cost information\nsharesight holdings get 67890 --avg-price --cost-base\n\nTrack Custom Investments\n# Create a custom investment for tracking unlisted assets\nsharesight investments create --code REALESTATE --name \"Property Investment\" --country AU --type PROPERTY\n\n# Add price history for the investment\nsharesight prices create 123456 --price 500000.00 --date 2024-01-01\nsharesight prices create 123456 --price 520000.00 --date 2024-06-01\n\nManage Fixed Interest Investments\n# Create a term deposit\nsharesight investments create --code TD001 --name \"Term Deposit ANZ\" --country AU --type TERM_DEPOSIT\n\n# Set the coupon rate\nsharesight coupon-rates create 123456 --rate 4.5 --date 2024-01-01\n\n# Update rate when it changes\nsharesight coupon-rates update 789 --rate 4.75\n\nConfigure Dividend Reinvestment\n# Enable DRP and round up purchases\nsharesight holdings update 67890 --enable-drp true --drp-mode up\n\n# Disable DRP\nsharesight holdings update 67890 --enable-drp false"
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    "publisherUrl": "https://clawhub.ai/lextoumbourou/sharesight-skill",
    "owner": "lextoumbourou",
    "version": "1.0.0",
    "license": null,
    "verificationStatus": "Indexed source record"
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