--- name: sharesight version: 1.0.0 description: Manage Sharesight portfolios, holdings, and custom investments via the API metadata: {"openclaw": {"category": "finance", "requires": {"env": ["SHARESIGHT_CLIENT_ID", "SHARESIGHT_CLIENT_SECRET"]}, "optional_env": ["SHARESIGHT_ALLOW_WRITES"]}} --- # 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) ## Commands ### Authentication ```bash # Authenticate (required before first use) sharesight auth login # Check authentication status sharesight auth status # Clear saved token sharesight auth clear ``` ### Portfolios ```bash # List all portfolios sharesight portfolios list sharesight portfolios list --consolidated # Get portfolio details sharesight portfolios get # List holdings in a portfolio sharesight portfolios holdings # Get performance report sharesight portfolios performance sharesight portfolios performance --start-date 2024-01-01 --end-date 2024-12-31 sharesight portfolios performance --grouping market --include-sales # Get performance chart data sharesight portfolios chart sharesight portfolios chart --benchmark SPY.NYSE ``` ### Holdings ```bash # List all holdings across portfolios sharesight holdings list # Get holding details sharesight holdings get sharesight holdings get --avg-price --cost-base sharesight holdings get --values-over-time true # Update holding DRP settings sharesight holdings update --enable-drp true --drp-mode up # drp-mode options: up, down, half, down_track # Delete a holding sharesight holdings delete ``` ### Custom Investments ```bash # List custom investments sharesight investments list sharesight investments list --portfolio-id # Get custom investment details sharesight investments get # 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 --name "New Name" # Delete a custom investment sharesight investments delete ``` ### Prices (Custom Investment Prices) ```bash # List prices for a custom investment sharesight prices list sharesight prices list --start-date 2024-01-01 --end-date 2024-12-31 # Create a price sharesight prices create --price 100.50 --date 2024-01-15 # Update a price sharesight prices update --price 101.00 # Delete a price sharesight prices delete ``` ### Coupon Rates (Fixed Interest) ```bash # List coupon rates for a fixed interest investment sharesight coupon-rates list sharesight coupon-rates list --start-date 2024-01-01 # Create a coupon rate sharesight coupon-rates create --rate 5.5 --date 2024-01-01 # Update a coupon rate sharesight coupon-rates update --rate 5.75 # Delete a coupon rate sharesight coupon-rates delete ``` ### Reference Data ```bash # List country codes sharesight countries sharesight countries --supported ``` ## Output Format All commands output JSON. Example portfolio list response: ```json { "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: ```bash export SHARESIGHT_ALLOW_WRITES=true ``` Without this, write commands will fail with: ```json {"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"} ``` ## Common Workflows ### View Portfolio Performance ```bash # 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 ```bash # List all holdings with cost information sharesight holdings get 67890 --avg-price --cost-base ``` ### Track Custom Investments ```bash # 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 ```bash # 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 ```bash # 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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