A comprehensive tool for managing Sharesight investment portfolios, tracking performance, and automating custom asset data.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install sharesight-skill
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install sharesight-skill using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Sharesight Skill?
The Sharesight skill provides a robust interface to the Sharesight API, allowing users to interact with their investment data directly through a command-line interface. By integrating this capability into Openclaw Skills, it enables seamless management of diverse asset classes including stocks, property, and fixed interest instruments. It bridges the gap between raw financial data and actionable insights, offering full CRUD (Create, Read, Update, Delete) capabilities for portfolios and holdings while maintaining a security-first approach through configurable write protection.
This skill is designed for investors and developers who need to automate their financial reporting or programmatically manage large numbers of holdings. Whether you are tracking unlisted assets or monitoring dividend reinvestment plans, this integration ensures your financial data is always accessible and up-to-date.
Sharesight Skill Use Cases
- Monitoring portfolio performance and generating detailed tax-ready reports for specific date ranges.
- Tracking unlisted or custom investments such as real estate, private equity, and term deposits.
- Automating Dividend Reinvestment Plan (DRP) settings and modes across multiple holdings.
- Comparing portfolio growth against global benchmarks like the S&P 500 or specific ETFs.
- Managing fixed interest coupon rates and historical price data for accurate valuation of debt instruments.
How Sharesight Skill Works
- Authenticate with the Sharesight API using your secure client ID and secret credentials.
- Retrieve a list of portfolios to identify specific IDs for further data drilling.
- Fetch detailed holding information, including cost bases, average prices, and values over time.
- Execute write operations, such as creating custom investment entries or updating prices, provided write access is enabled.
- Generate performance charts and grouped reports (by sector, industry, or market) to visualize financial health.
Sharesight Skill Setup
To begin using this skill within Openclaw Skills, configure your environment variables and authenticate:
# Set required credentials
export SHARESIGHT_CLIENT_ID='your_client_id'
export SHARESIGHT_CLIENT_SECRET='your_client_secret'
# Optional: Enable create/update/delete operations
export SHARESIGHT_ALLOW_WRITES=true
# Perform initial authentication
sharesight auth login
Sharesight Skill Data Schema & Taxonomy
The skill organizes financial data into a structured JSON format. Key entities include:
| Entity | Primary Attributes | Notes |
|---|---|---|
| Portfolios | id, name, currency_code, country_code | Supports consolidated views |
| Holdings | id, avg_price, cost_base, drp_mode | Individual asset details |
| Investments | code, name, country, type | Used for custom/unlisted assets |
| Prices | instrument_id, price, date | Historical tracking for custom assets |
| Performance | start_date, end_date, grouping | Tax and growth reporting data |
Sharesight Skill Advanced Features
- Safety-first architecture with write operations disabled by default via SHARESIGHT_ALLOW_WRITES.
- Granular performance reporting with support for grouping by sector, industry, market, or investment type.
- Comprehensive support for fixed interest investments, including coupon rate management and date-specific updates.
- Automated benchmarking capabilities to track portfolio alpha against major indices like SPY.NYSE.
- Full JSON output compatibility, making it ideal for piping data into secondary analytical tools or custom dashboards.
SKILL.md
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