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A CLI tool I made to manage and sync ShareSight investment portfolio's with local data analysis work.

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A CLI tool I made to manage and sync ShareSight investment portfolio's with local data analysis work.

Steps to setup:

  • Requires Python3/pip to run (install both)
  • Update 'sample.env' to just '.env' and populate with your API key information
  • python3 -m venv env to initialise a local env
  • source env/bin/activate to activate local dev environment (for installing pip packages)
  • pip install -r requirements.txt to install dependencies

Other commands for managing the repository:

  • pip freeze > requirements.txt to add/manage new dependencies

Using the CLI tool:

  • python cli.py to run CLI

List all portfolios:

(env): $ python cli.py list-portfolios
Output:
Your Portfolios:
- Strategies (ID: 961635)

List securities under a portfolio (ID):

(env): $ python cli.py list-holdings 961635
Output:
Holdings in the selected portfolio:
- New Hope Corporation (NHC.AX - ID: 19201377)

Delete a portfolio:

(env): $ python cli.py delete-portfolio 961635
Output: Portfolio deleted successfully.

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A CLI tool I made to manage and sync ShareSight investment portfolio's with local data analysis work.

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