Sharesight
Portfolio tracker for investors and advisers covering performance, dividends and tax reporting.
- Category
- Finance & ERP
- Type
- Investment accounting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Portfolios
- Holdings
- Trades
- Payouts
- Performance
Load Sharesight portfolios into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Sharesight data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Sharesight uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Sharesight if you need help.
04How it works
How it works in DataMind.
-
Pick Sharesight.
Open Lake, pick Sharesight in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Sharesight API docs.
-
Answer a few questions.
The AI reads the Sharesight documentation, then asks which credentials you will use, which data to sync (for example portfolios and holdings), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Sharesight data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
