Hi all, I’ve tried to search but can’t find the functionality to do so.
In short, (granted free-user) I uses a number productivity apps, mainly ‘notion’ and I would love an API I could generate a private connection to exchange info directly with Sharesight and my local knowledge base service. Notion use an Open API structure, I would still need to authenticate with Sharepoint to transact info. Any suggestions or aspirations?
@fraser.neil I’ve been giving Journalytic a go to document my thinking. I find that I can just take screen shots from SelfWealth and append to my investment thinking journal. Not sure if something like that might work for you.
There’s some sample code using the API in this post, Offline Backup, that gets you access to transactions and portfolios. Its in python.