how do i backup the files
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this question
  • Hi Peter,

    As Sharesight is an online system we keep regular backups of your data so that you don't have to worry about backups.

    You can however download copies of the Sharesight reports in either PDF or Excel format if you'd like to keep you own copies of this data as well.

    The 'All trades' report can be used to download buy/sell trades and adjustments, and the taxable income report can be used to save a copy of all dividend payments (just make sure you adjust the date range to capture all of the data in your portfolio).
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