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Haizzz

Sharesight MCP Server

by Haizzz

create_coupon_rate

Set interest rates for custom investments in Sharesight portfolios to track coupon payments and income from fixed-income holdings.

Instructions

Creates a coupon rate for a custom investment

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
instrument_idYesThe custom investment instrument ID
interest_rateYesThe interest rate as a percentage
dateYesThe date from which the rate applies YYYY-MM-DD

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