# Self generated API so users can export and manage investment decisions

**URL:** <https://community.sharesight.com/t/self-generated-api-so-users-can-export-and-manage-investment-decisions/1565>\
**Category:** Sharesight features\
**Created:** [21 May 2024 09:21 UTC](https://community.sharesight.com/t/self-generated-api-so-users-can-export-and-manage-investment-decisions/1565 "2024-05-21T09:21:48Z")\
**Posts on this page:** 4\
**Page:** 1

<div class="post-metadata">

**Author:** ![fraser.neil](https://avatars.discourse-cdn.com/v4/letter/f/919ad9/32.png) [@fraser.neil](https://community.sharesight.com/u/fraser.neil)\
**Post date:** [21 May 2024 09:21 UTC](https://community.sharesight.com/t/self-generated-api-so-users-can-export-and-manage-investment-decisions/1565/1 "2024-05-21T09:21:48Z")

</div>

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?

---

<div class="post-metadata">

**Author:** ![Tristan](https://sea2.discourse-cdn.com/sharesight/user_avatar/community.sharesight.com/tristan/32/205_2.png) [@Tristan](https://community.sharesight.com/u/Tristan)\
**Post date:** [3 June 2024 02:25 UTC](https://community.sharesight.com/t/self-generated-api-so-users-can-export-and-manage-investment-decisions/1565/2 "2024-06-03T02:25:49Z")

</div>

@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.

---

<div class="post-metadata">

**Author:** ![gavcam](https://avatars.discourse-cdn.com/v4/letter/g/7feea3/32.png) [@gavcam](https://community.sharesight.com/u/gavcam)\
**Post date:** [3 June 2024 03:25 UTC](https://community.sharesight.com/t/self-generated-api-so-users-can-export-and-manage-investment-decisions/1565/3 "2024-06-03T03:25:25Z")

</div>

There’s some sample code using the API in this post, [Offline Backup](https://community.sharesight.com/t/offline-backup/402), that gets you access to transactions and portfolios. Its in python.

---

<div class="post-metadata">

**Author:** ![quokka](https://sea2.discourse-cdn.com/sharesight/user_avatar/community.sharesight.com/quokka/32/1105_2.png) [@quokka](https://community.sharesight.com/u/quokka)\
**Post date:** [18 June 2026 02:58 UTC](https://community.sharesight.com/t/self-generated-api-so-users-can-export-and-manage-investment-decisions/1565/4 "2026-06-18T02:58:59Z")

</div>

Yes please provide a swagger or openapi schema for v2,v3 to allow other tools to easily consume and wrap the API. At present the document is solid, but if it were defined in schema tools can easily wrap it.