- Supports both normal sharesight accounts, and edge accounts (developer accounts)
- Supports automatically adding additional markets and/or cash accounts (set to check every 10 minutes)
This allows you to monitor your sharesight portfolio value, currently supports:
- Dividend Gain
- Dividend Gain Percent
- Currency Gain
- Currency Gain Percent
- Total Gain
- Total Gain Percent
- Capital Gain
- Capital Gain Percent
- Portfolio Value
- Daily Portfolio Change Amount
- Daily Portfolio Change Percent
- Weekly Portfolio Change Amount
- Weekly Portfolio Change Percent
- Market Portfolio Value (for each market you hold shares in, shown in local currency)
- Cash Account Value (for each cash account (includes xero cash accounts))
- Portfolio ID
- User ID
Get API details by following these steps here: https://portfolio.sharesight.com/api/
- Use HACS, in `HACS > Integrations > Hamburger Menu > Custom Repositories add https://github.com/Poshy163/HomeAssistant-Sharesight with category set to integration.
- in
HACS > Integrations > Explore & Add Repositoriessearch for "Sharesight". - Restart Home Assistant.
- Enable Advanced Mode using Profile (click on your username at the bottom of the navigation column) -> Advanced Mode -> On
- Log out of HomeAssistant and back in again
- In the HA UI go to "Configuration" -> "Integrations" click "+" and search for "Sharesight".
- You will be prompted for the API details to your Sharesight Account
- Make a custom_components/sharesight folder in your Home Assistant file system.
- Copy all the files and folders from this repository into that custom_components/sharesight folder
- Restart Home Assistant
- Enable Advanced Mode using Profile (click on your username at the bottom of the navigation column) -> Advanced Mode -> On
- Log out of HomeAssistant and back in again
- Setup this integration via
Configuration -> Integrations -> Add -> Sharesight - You will be prompted for the API details to your Sharesight Account