Sharesight Skill for OpenClaw

Manage Sharesight portfolios, holdings, trades, and custom investments via the API.

Features

• Portfolios - List, view, and analyze portfolio performance
• Holdings - View, update DRP settings, delete holdings
• Trades - Create, view, update, and delete trades
• Custom Investments - Full CRUD for custom investments, prices, and coupon rates
• Write Protection - Safe by default, write operations require explicit opt-in

Installation

Manual Installation

# Clone into your skills directory
cd ~/.claude/skills  # or your preferred skills location
git clone https://github.com/your-username/sharesight-skill.git sharesight

# Install dependencies
cd sharesight
uv sync

Verify Installation

cd ~/.claude/skills/sharesight
uv run sharesight --help

Setup

1. Get Sharesight API Credentials

1. Email Sharesight to request API access (see Getting Started)
2. Once enabled, find your credentials under Account > Sharesight API
3. Copy your Client ID and Client Secret

2. Set Environment Variables

For OpenClaw, add to ~/.openclaw/.env:

SHARESIGHT_CLIENT_ID=your_client_id
SHARESIGHT_CLIENT_SECRET=your_client_secret

Or add to ~/.openclaw/openclaw.json:

{
  "env": {
    "SHARESIGHT_CLIENT_ID": "your_client_id",
    "SHARESIGHT_CLIENT_SECRET": "your_client_secret"
  }
}

See OpenClaw Environment Configuration for more options.

For shell usage, add to ~/.bashrc or ~/.zshrc:

export SHARESIGHT_CLIENT_ID="your_client_id"
export SHARESIGHT_CLIENT_SECRET="your_client_secret"

3. Enable Write Operations (Optional)

Write operations (create, update, delete) are disabled by default for safety. To enable, add to your environment:

For OpenClaw (~/.openclaw/.env):

SHARESIGHT_ALLOW_WRITES=true

For shell:

export SHARESIGHT_ALLOW_WRITES=true

4. Authenticate

uv run sharesight auth login

Usage

CLI Commands

# List portfolios
uv run sharesight portfolios list

# Get portfolio performance
uv run sharesight portfolios performance 12345 --start-date 2024-01-01

# List holdings
uv run sharesight holdings list

# Create a trade (requires SHARESIGHT_ALLOW_WRITES=true)
uv run sharesight trades create 12345 --symbol AAPL --market NASDAQ --date 2024-01-15 --quantity 10 --price 185.50

# Create a custom investment
uv run sharesight investments create --code XTM --name "MinoTari" --country US --type ORDINARY --portfolio-id 12345

# Get help
uv run sharesight --help

In OpenClaw/Claude

Just ask naturally:

• "Show me my Sharesight portfolios"
• "What's the performance of my crypto portfolio this year?"
• "Add a buy trade for 100 shares of AAPL at $150"
• "Create a custom investment for XTM Tari"

API Reference

See SKILL.md for complete API documentation.

Output

All commands output JSON to stdout. Errors are written to stderr.

Token Storage

Access tokens are cached in ~/.config/sharesight-cli/config.json and automatically refreshed when expired (tokens are valid for 30 minutes).

Development

# Install dev dependencies
uv sync --extra dev

# Run tests
uv run pytest tests/ -v

# Run directly
uv run sharesight portfolios list

Troubleshooting

License

MIT