# Send Sharesight Skill for OpenClaw to your agent
Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.
## Fast path
- 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.
## Suggested prompts
### New install

```text
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.
```
### Upgrade existing

```text
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.
```
## Machine-readable fields
```json
{
  "schemaVersion": "1.0",
  "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",
    "canonicalUrl": "https://clawhub.ai/lextoumbourou/sharesight-skill",
    "targetPlatform": "OpenClaw"
  },
  "install": {
    "downloadUrl": "/downloads/sharesight-skill",
    "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=sharesight-skill",
    "sourcePlatform": "tencent",
    "targetPlatform": "OpenClaw",
    "packageFormat": "ZIP package",
    "primaryDoc": "SKILL.md",
    "includedAssets": [
      "pyproject.toml",
      "README.md",
      "SKILL.md",
      "sharesight/auth.py",
      "sharesight/client.py",
      "sharesight/__init__.py"
    ],
    "downloadMode": "redirect",
    "sourceHealth": {
      "source": "tencent",
      "status": "healthy",
      "reason": "direct_download_ok",
      "recommendedAction": "download",
      "checkedAt": "2026-05-07T17:22:31.273Z",
      "expiresAt": "2026-05-14T17:22:31.273Z",
      "httpStatus": 200,
      "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=afrexai-annual-report",
      "contentType": "application/zip",
      "probeMethod": "head",
      "details": {
        "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=afrexai-annual-report",
        "contentDisposition": "attachment; filename=\"afrexai-annual-report-1.0.0.zip\"",
        "redirectLocation": null,
        "bodySnippet": null
      },
      "scope": "source",
      "summary": "Source download looks usable.",
      "detail": "Yavira can redirect you to the upstream package for this source.",
      "primaryActionLabel": "Download for OpenClaw",
      "primaryActionHref": "/downloads/sharesight-skill"
    },
    "validation": {
      "installChecklist": [
        "Use the Yavira download entry.",
        "Review SKILL.md after the package is downloaded.",
        "Confirm the extracted package contains the expected setup assets."
      ],
      "postInstallChecks": [
        "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."
      ]
    }
  },
  "links": {
    "detailUrl": "https://openagent3.xyz/skills/sharesight-skill",
    "downloadUrl": "https://openagent3.xyz/downloads/sharesight-skill",
    "agentUrl": "https://openagent3.xyz/skills/sharesight-skill/agent",
    "manifestUrl": "https://openagent3.xyz/skills/sharesight-skill/agent.json",
    "briefUrl": "https://openagent3.xyz/skills/sharesight-skill/agent.md"
  }
}
```
## Documentation

### Sharesight Skill

Manage Sharesight portfolios, holdings, custom investments, prices, and coupon rates. Supports full CRUD operations.

### Prerequisites

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)

### Authentication

# Authenticate (required before first use)
sharesight auth login

# Check authentication status
sharesight auth status

# Clear saved token
sharesight auth clear

### Portfolios

# 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

### Holdings

# 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>

### Custom Investments

# 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>

### Prices (Custom Investment Prices)

# 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>

### Coupon Rates (Fixed Interest)

# 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>

### Reference Data

# List country codes
sharesight countries
sharesight countries --supported

### Output Format

All commands output JSON. Example portfolio list response:

{
  "portfolios": [
    {
      "id": 12345,
      "name": "My Portfolio",
      "currency_code": "AUD",
      "country_code": "AU"
    }
  ]
}

### Date Format

All dates use YYYY-MM-DD format (e.g., 2024-01-15).

### Grouping Options

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 Protection

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"}

### View Portfolio Performance

# 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

### Analyze Holdings

# List all holdings with cost information
sharesight holdings get 67890 --avg-price --cost-base

### Track Custom Investments

# 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

### Manage Fixed Interest Investments

# 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

### Configure Dividend Reinvestment

# 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
## Trust
- Source: tencent
- Verification: Indexed source record
- Publisher: lextoumbourou
- Version: 1.0.0
## Source health
- Status: healthy
- Source download looks usable.
- Yavira can redirect you to the upstream package for this source.
- Health scope: source
- Reason: direct_download_ok
- Checked at: 2026-05-07T17:22:31.273Z
- Expires at: 2026-05-14T17:22:31.273Z
- Recommended action: Download for OpenClaw
## Links
- [Detail page](https://openagent3.xyz/skills/sharesight-skill)
- [Send to Agent page](https://openagent3.xyz/skills/sharesight-skill/agent)
- [JSON manifest](https://openagent3.xyz/skills/sharesight-skill/agent.json)
- [Markdown brief](https://openagent3.xyz/skills/sharesight-skill/agent.md)
- [Download page](https://openagent3.xyz/downloads/sharesight-skill)