Sharesight Connect is an API that allows you to integrate your own solution with Sharesight’s online portfolio management software. It provides you with a secure electronic mechanism to read and write data to a portfolio (with permission from the portfolio owner).
Example usage of the Sharesight Connect includes:
Trading platforms – Offer clients a portfolio management solution by populating trade data directly into Sharesight portfolios for your clients
Accountants / Accounting platforms – Use the Sharesight Connect to synchronise your clients share trading information from Sharesight into your accounting solution.