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sharesight

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Automate Sharesight portfolios via API.

Finance & Accounting#authentication#cli#portfolio#crud#investments#sharesight#prices
Authorlextoumbourou
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Enables programmatic access to Sharesight portfolios, holdings, and investments via a unified API, removing manual API calls and boosting automation.

Core Features & Use Cases

  • Portfolio management: List, view, and analyze portfolios.
  • Holdings and investments: Retrieve holdings, manage custom investments, prices, and coupon rates.
  • Write protection: Safely disable write operations by default; opt-in required for changes.
  • Automation: Build scripts or chat-based workflows to integrate Sharesight data into dashboards or reports.

Quick Start

Authenticate with Sharesight and list portfolios to verify the integration.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: sharesight
Download link: https://github.com/lextoumbourou/sharesight-skill/archive/main.zip#sharesight

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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