Query and manage Sharesight portfolio data via the API with OAuth2 authentication.
npx skills add https://github.com/lextoumbourou/sharesight-skill --skill sharesight
Please help me install this Agent Skill. Skill: sharesight Source: https://github.com/lextoumbourou/sharesight-skill/tree/main Command: npx skills add https://github.com/lextoumbourou/sharesight-skill --skill sharesight
Enables programmatic access to Sharesight portfolios, holdings, and investments via a unified API, removing manual API calls and boosting automation.
Authenticate with Sharesight and list portfolios to verify the integration.
High-intent search queries and answers about installing and using this skill.
Automate Sharesight portfolio management by using a unified API workflow to query and manage portfolios, holdings, and custom investments. It removes manual API calls and enables script or chat-based automation for routine tasks.
OAuth2 authentication for Sharesight API access uses client credentials to secure your connection. The system implements token caching to streamline repeated requests and verify the integration safely.
Yes, you can manage custom investments and prices programmatically in Sharesight. The API supports retrieving holdings, managing custom investments, updating prices, and adjusting coupon rates across your portfolios.
Yes, a write-protection toggle safely disables write operations by default. You must explicitly opt-in to allow changes, ensuring secure access and preventing accidental mutations to your portfolio data.
The best way to integrate Sharesight data into automated dashboards is using a CLI/API workflow. Query portfolios, holdings, and trades programmatically, then build scripts to feed the extracted data into your reports.
Yes, the CLI workflow supports querying trades and coupon rates across multiple portfolios. It operates across portfolios, holdings, custom investments, and prices in a single unified API workflow.
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kayzaaCompare portfolio performance against SPY and custom cryptocurrency benchmarks.
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