Blog

Power your business with the Sharesight API

by Doug Morris, CEO, Sharesight | Feb 26th 2017

We’ve been quietly building a robust API. While this isn’t news to the businesses and developers who’ve partnered with Sharesight, our APIs allow anyone from a mobile app developer to a bank to connect to Sharesight, or to leverage our portfolio reporting application for their own software.

As we add features, reports, and data sets to our core software application, these become available on our API in parallel. This means you can connect your website or application to Sharesight (to extend functionality to your customers), or pull back specific components for your own proprietary use (all behind the scenes).

featured - Sharesight API

Our original idea was for a complimentary business -- an online broker for example -- to invite their customers to link their accounts to Sharesight. This connection is an easy bridge from execution to reporting, and benefits the broker by encouraging customers to aggregate their accounts via Sharesight (while increasing the broker’s stickiness). Our mates at CMC Markets have done a terrific job with their Sharesight API integration.

Since then the range of uses has expanded thanks to the creativity and contribution from our partners, especially those in the fintech community. We now have partners who just pull specific data points or reports from our API to combine with their own products.

PwC, for example, invites their high net worth clients to use Sharesight, but also pulls back the data points they feel most important to display on their own cloud platform, PwC Next. Another example is Macrovue, who make performance and tax reporting available to their clients, but strictly in their look and feel on their website.

If anything inside of Sharesight would benefit your business, software, or website please send us an email at sales[at]sharesight.com and we’ll grant you access to our test environment free of charge.

FURTHER READING

Sharesight scholarship winner 2024 Temiremi

Announcing the Sharesight Fintech Scholarship's 2024 winner

by Stephanie Stefanovic | Apr 24th 2024

We are pleased to announce the 2024 winner of the Sharesight Fintech Scholarship, Temiremi Egwuenu, who is studying Applied Finance at Macquarie University.

Sharesight and Desktop Broker

Effortlessly track clients’ trades with Sharesight and Desktop Broker

by Stephanie Stefanovic | Apr 21st 2024

Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker.

Investing red flags

Red flags: When should you avoid investing in an asset?

by Stephanie Stefanovic | Apr 19th 2024

This article explores some of the “red flags” you should look out for when considering an investment for your portfolio.