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Coming soon

Designed for the agentic age

Sharesies is building more ways for you to access and manage your wealth. We're currently developing a securely designed model context protocol (MCP). You could choose to connect this between your investment portfolio and the AI agents you already use. Join the waitlist for the opportunity to get early, read-only access.

Join the waitlist

What to expect

We’re starting with read-only access, letting an agent see things like your portfolio value, balances, and holdings. Your feedback during early access could help shape what gets developed next.

  • You’re always in control

    It's your choice to use an agent or not and you decide what it can see. Consent is explicit and scoped, and you can revoke access at any time.

  • Secure by design

    The connection is designed so your credentials never reach the agent. It acts only within isolated, permissioned access, with limits and controls we run on our side.

  • More access over time

    We’re starting with read-only access and expanding deliberately based on the feedback we receive.

Join the waitlist for agentic access

Be among the first to connect an agent to your Sharesies account. We’ll let you know if read-only access becomes available for you—joining the waitlist doesn’t guarantee a spot.

Now for the legal bit

This waitlist and the Sharesies MCP connection is an early-access feature currently in development. Features, functionality, and availability may change and we may decide not to proceed with it. Joining the waitlist does not guarantee access. Access to the MCP connection is for your personal use only and must not be used for commercial purposes or on behalf of any third party. Any AI tools you connect to your Sharesies account will be subject to their own terms and conditions and privacy policies — we recommend reviewing these carefully. Some AI tools are hosted overseas, so your data may be accessed or stored outside New Zealand. Sharesies does not endorse, recommend or supervise any specific AI assistant or third-party tool. This does not constitute financial advice.