📊 ShareSight Holdings Tracker

⚙️ ShareSight Configuration

Configure your ShareSight API credentials. These are stored locally in your browser and encrypted.

Configuration Status

Status: Not Configured

Client ID: Not Set

Portfolio ID: Not Set

ShareSight Client ID *

Find this in your ShareSight API settings

ShareSight Client Secret * 🔒

This will be encrypted using your Auth0 session and stored securely

Portfolio ID *

The ID of the portfolio you want to sync

📈 Finnhub API Configuration

Configure your Finnhub API key for live stock prices. The API key is encrypted and stored securely.
Get your free API key at finnhub.io/register

Finnhub Status

Status: Not Configured

Finnhub API Key * 🔒

This will be encrypted using your Auth0 session and stored securely. Free tier: 60 calls/minute

🔐 ShareSight OAuth Authorization

Authorize access to your ShareSight account to enable data synchronization.

Authorization Status

Status: Not Authorized

Token Expiry: N/A

Time Remaining: N/A

Step 1: Authorize with ShareSight

Click to open ShareSight authorization page in a new window

Step 2: Enter Authorization Code

📊 Holdings Management

Exchange Rate: Loading... Individual holdings shown in USD. Totals converted to GBP.

📦 Total Holdings

💰 Total Market Value

£0.00

📊 Total Cost Basis

£0.00

📈 Total Return

£0.00

🕐 Last Synced

Never

Filter by Symbol

Filter by Market

	Symbol	Name	Quantity	Market Price	Market Value	Cost Basis	Total Return	Total Return %	Currency	Market
No holdings data. Click "Sync Holdings" to load data.

💰 Transactions

Transaction Type

Filter by Symbol

Date	Type	Symbol	Quantity	Price	Amount	Currency
No transactions data. Sync to load data.

💵 Dividends

Total Dividends

£0.00

Total Income Component

£0.00

Total ROC Received

£0.00

Filter by Symbol

Filter by Year

Date	Symbol	Amount	Income Component	ROC Amount	Currency
No dividends data. Sync to load data.

📋 Tax Summary

Select Tax Year

💵 Dividend Tax Summary

Total Dividends Received: £0.00

Total Income Component: £0.00

Total ROC Received: £0.00

ROC Overflow (Taxable): £0.00

Total Withholding Tax: £0.00

FTCR Available: £0.00

Dividend Tax Due (40%): £0.00

📈 Capital Gains Summary

Total Capital Gains: £0.00

Capital Gains Allowance: £3,000

Taxable Gains: £0.00

Capital Gains Tax Due: £0.00

📝 Activity Logs

[INFO] Application started. Run a sync to see logs.