Sharesight Skill for OpenClaw

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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"]}}

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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

# 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 
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

# 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

# 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)

# 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)

# 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

# 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"}

Common Workflows

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

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)