sharesight-skillManage Sharesight portfolios, holdings, and custom investments via the API
Install via ClawdBot CLI:
clawdbot install lextoumbourou/sharesight-skillGrade Fair — based on market validation, documentation quality, package completeness, maintenance status, and authenticity signals.
Calls external URL not in known-safe list
https://api.sharesight.com/oauth2/tokenAudited Apr 16, 2026 · audit v1.0
Generated Mar 1, 2026
Financial advisors can use this skill to regularly monitor client portfolio performance across multiple portfolios, generate performance reports grouped by market or sector, and compare against benchmarks like S&P 500. This enables data-driven client reviews and investment strategy adjustments based on real-time insights.
Real estate firms can track unlisted property investments by creating custom investments with type PROPERTY, adding price updates over time to reflect valuation changes, and analyzing performance through portfolio charts. This helps in managing illiquid assets and reporting to stakeholders.
Banks can manage term deposits and fixed interest investments by creating custom investments with type TERM_DEPOSIT, setting and updating coupon rates as interest rates change, and listing rates over specific periods. This supports accurate interest accrual tracking and regulatory compliance.
Individual investors or fund managers can enable and configure DRP settings for holdings, such as setting drp-mode to 'up' to round up purchases, ensuring automatic reinvestment of dividends. This optimizes compounding returns and reduces manual dividend management overhead.
Global corporations with investments in multiple countries can use this skill to list portfolios and holdings, group performance by currency or country, and analyze cost bases and average prices. This aids in currency risk assessment and consolidated financial reporting.
Offer a subscription-based platform where financial advisors pay monthly fees to access enhanced portfolio analytics and automated reporting via this skill. Revenue is generated through tiered plans based on the number of portfolios or advanced features like benchmark comparisons.
Sell enterprise licenses to banks and large institutions for integrating this skill into their internal systems for fixed interest and custom investment management. Revenue comes from one-time licensing fees and annual maintenance contracts for updates and support.
Provide a free basic version for individual investors to track portfolios and holdings, with premium features like advanced performance grouping, custom investment creation, and DRP configuration available for a one-time purchase or annual fee. Revenue is driven by upsells to premium tiers.
💬 Integration Tip
Ensure environment variables SHARESIGHT_CLIENT_ID and SHARESIGHT_CLIENT_SECRET are securely stored, and enable SHARESIGHT_ALLOW_WRITES only in production after testing to prevent accidental data modifications.
Scored Apr 19, 2026
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