@@ -11,6 +11,7 @@ Investbrain is a smart open-source investment tracker that helps you manage, tra
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- [Install (self hosting)](#self-hosting)
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- [Chat with your holdings](#chat-with-your-holdings)
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- [Market data providers](#market-data-providers)
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- [Import / Export](#import-export)
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- [Configuration](#configuration)
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- [Updating](#updating)
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- [Command line utilities](#command-line-utilities)
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@@ -104,6 +105,18 @@ MARKET_DATA_PROVIDER=yahoo,alphavantage,custom_provider
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Feel free to submit a PR with any custom providers you create.
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## Import / Export
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Investbrain includes a convenient feature which allows you to import and export portfolios and transaction data.
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### Import
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Imports are "upserted" to the database. If the record does not already exist in the database, the record will be created. However, when a portfolio or transaction exists (the record's ID matches an existing record), the record will be updated. This way, you can simultaneously create new records, but also bulk update records.
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### Export
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Exporting your portfolios and transactions is a convenient way to back-up your Investbrain data. It is also a convenient way to maintain portability of *your* data.
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## Configuration
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There are several optional configurations available when installing using the recommended [Docker method](#self-hosting). These options are configurable using an environment file. Changes can be made in your [.env](https://github.com/investbrainapp/investbrain/blob/main/.env.example) file before installation.
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