A “cold backup” of all data • Why do you want it? • How is this affecting you? • Do you currently have a workaround solution? If yes, what is it? • Can we reach out in future to ask follow up questions about this idea?

Being an “old school” person , I want to have a “cold” backup offline for all data , not in the cloud , is this possible ?

I have a some python scripts that download my portfolios and transactions every night and saves them in a database. It’s pretty easy to do once you’ve had support enable API access for your account.

I was only thinking the same thing the other day. I know this is a highly fault tolerant environment - but I do like to have my own copy of my data too. However…you just made me realise I can probably use the API along with googlesheets to populate some data I am collecting manually on a daily and…

It took me a little while to get OAuth working in my script but that was the hardest bit. I’m happy to share some code snippets from my simple use cases and would be interested in what others are doing with the API also. And a +1 for an API section in the community.

When I swapped from a spreadsheet to Sharesight some years ago I was concerned that I no longer had a copy of my own data. Sharesight tech support suggested that I download spreadsheets but for a number of reasons that is not a very elegant solution. I am a Python programmer and the idea of running…

This one will print out all the transactions for each of your portfolios. Set client_id & client_secret to the correct values after you’ve had the API enabled. from oauthlib.oauth2 import BackendApplicationClient from requests_oauthlib import OAuth2Session import requests import json client_id = …

Im totally tech illiterate (I thought python was a snake ) Is there anyway for a “one click” down load that could be imported into Excel ? Then formatted and stored on a stick ? Should Sharesight have a hack attack and loose our data (or go bankrupt etc) were all stuffed ?

The All Trades Report might be what you are after. It’ll be a manual solution though and you’ll need to do each portfolio seperately changing the date range, and then you can download as a CSV which you can read into Excel.

amazing! thank you for sharing :smiley:

Thanks for this - I tried using the Authorisation Code method inside a flask app but was having some issues - I probably need to use a proper redirect uri rather than the default local version. I ended up using the legacy method with username and password. I’ve written a script to upload cash tran…

Offline Backup

New feature ideas

Jack_Sharesight 28 October 2021 03:33 21

Great to see such interesting uses for our API. It would be great if you could share these and other uses in our dedicated thread below:

Topic		Replies	Views
Self generated API so users can export and manage investment decisions Sharesight features	3	366	18 June 2026
Sharesight's API - Share your best and most interesting uses! Sharesight features	4	1566	3 June 2022
New release: Bulk import cash transactions into cash account Sharesight features cash-account	20	2026	8 May 2026
Cash Accounts - select per trade New feature ideas	53	5440	23 October 2025
Portfolio sharing with AI tools (Perplexity/ChatGPT etc) New feature ideas	1	255	22 March 2026

Offline Backup

Related topics