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<title data-rh="true">Exporting & Importing Data - Terminal | OpenBB Docs</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.openbb.co/img/banner.png"><meta data-rh="true" name="twitter:image" content="https://docs.openbb.co/img/banner.png"><meta data-rh="true" property="og:url" content="https://docs.openbb.co/terminal/usage/guides/data"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Exporting & Importing Datasets | OpenBB Docs"><meta data-rh="true" name="description" content="Export and import data from your computer or server to and from the OpenBB Terminal."><meta data-rh="true" property="og:description" content="Export and import data from your computer or server to and from the OpenBB Terminal."><meta data-rh="true" name="keywords" content="export,import,data,excel,xlsx,csv,json,png,pdf,jpg,openbbuserdata,openbb terminal,terminal,user,data,presets,screener,portfolio,styles,themes,folder,default,macos,windows"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.openbb.co/terminal/usage/guides/data"><link data-rh="true" rel="alternate" href="https://docs.openbb.co/terminal/usage/guides/data" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.openbb.co/terminal/usage/guides/data" hreflang="x-default"><link data-rh="true" rel="preconnect" href="https://7D1HQ0IXAS-dsn.algolia.net" crossorigin="anonymous"><link rel="search" type="application/opensearchdescription+xml" title="OpenBB Docs" href="/opensearch.xml">
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breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">Exporting & Importing Datasets</span><meta itemprop="position" content="4"></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_bxCs"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><header><h1>Exporting & Importing Datasets</h1></header><p>The OpenBB Terminal offers a variety of ways to export financial data. This can be through XLSX, CSV or JSON but also through PNG, JPG, PDF and SVG giving plenty of flexibility to export the data the way you desire.</p><h2 class="anchor anchorWithStickyNavbar_LWe7" id="the-openbbuserdata-folder">The OpenBBUserData Folder<a href="#the-openbbuserdata-folder" class="hash-link" aria-label="Direct link to The OpenBBUserData Folder" title="Direct link to The OpenBBUserData Folder"></a></h2><p>The <code>OpenBBUserData</code> folder's default location is the home of the system user account. By default this will be the following paths:</p><ul><li>macOS: <code>Macintosh HD/Users/<YOUR_USERNAME>/OpenBBUserData</code></li><li>Windows: <code>C:/Users/<YOUR_USERNAME>/OpenBBUserData</code></li></ul><p>Within the folder you can find files that you have exported as well as files that you wish to import directly into the OpenBB Terminal. For example, this could be an orderbook which you can store in <code>OpenBBUserData/portfolio/holdings</code>.</p><p><img loading="lazy" src="https://user-images.githubusercontent.com/85772166/195742985-19f0e420-d8f7-4fea-a145-a0243b8f2ddc.png" alt="OpenBBUserData Folder" class="img_ev3q"></p><p>This folder contains all things user-created. For example:</p><ul><li>Screener presets</li><li>Portfolio files</li><li>Exported files</li><li>Files to be imported by various functions</li><li>Styles and themes</li><li>Preferred data sources</li></ul><p><strong>Note:</strong> With a WSL-enabled Windows installation, this folder will be under the Linux partition</p><h2 class="anchor anchorWithStickyNavbar_LWe7" id="exporting-files">Exporting Files<a href="#exporting-files" class="hash-link" aria-label="Direct link to Exporting Files" title="Direct link to Exporting Files"></a></h2><p>Within many of the functionalities, we offer the capability to export to Excel (xlsx and csv) or JSON. This can be demonstrated with the <code>--export</code> argument, e.g. if you wish to export to <code>xlsx</code> you would add <code>--export xlsx</code>.</p><p>For example, if you wish to download market data you can do so from the stocks menu with the following:</p><div class="language-console codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-console codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">/stocks/load AAPL -s 2010-01-01 --export xlsx</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg class="copyButtonIcon_y97N" viewBox="0 0 24 24"><path d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg class="copyButtonSuccessIcon_LjdS" viewBox="0 0 24 24"><path d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div><p>This results in the following:</p><p><img loading="lazy" src="https://user-images.githubusercontent.com/46355364/214817681-fd5324c3-003c-45eb-adf4-96d5b41a3c02.png" alt="Export Example" class="img_ev3q"></p><p>We also allow you to define a file name, for example for the same stock tickers, we can also add in the filename. This time, we export to <code>csv</code>.</p><div class="language-console codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-console codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">/stocks/load AAPL -s 2010-01-01 --export apple.csv</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg class="copyButtonIcon_y97N" viewBox="0 0 24 24"><path d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg class="copyButtonSuccessIcon_LjdS" viewBox="0 0 24 24"><path d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div><p>Which results in the following:</p><p><img loading="lazy" src="https://user-images.githubusercontent.com/46355364/214818131-597b3bd0-9c66-43f1-bf0e-2c0a703e2645.png" alt="Filename Example" class="img_ev3q"></p><p>Lastly, when you select the <code>xlsx</code> option, you can also specify the sheet name with <code>--sheet-name</code> which allows multiple datasets to be send to the same Excel file. Using the same stock ticker, we can define the following. First, get market data from the <code>stocks</code> menu:</p><div class="language-console codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-console codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">/stocks/load AAPL -s 2010-01-01 --export apple.xlsx --sheet-name Market Data</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg class="copyButtonIcon_y97N" viewBox="0 0 24 24"><path d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg class="copyButtonSuccessIcon_LjdS" viewBox="0 0 24 24"><path d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div><p>Then enter the <code>fa</code> (Fundamental Analysis) menu and copy and paste the code below. This requires an API key from FinancialModelingPrep which you can obtain for free. Please have a look <a href="https://docs.openbb.co/terminal/usage/guides/api-keys" target="_blank" rel="noopener noreferrer">here</a>.</p><div class="language-console codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-console codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">income --source FinancialModelingPrep -l 10 --export apple.xlsx --sheet-name Income Statement</span><br></span><span class="token-line" style="color:#9CDCFE"><span class="token plain">balance --source FinancialModelingPrep -l 10 --export apple.xlsx --sheet-name Balance Sheet</span><br></span><span class="token-line" style="color:#9CDCFE"><span class="token plain">cash --source FinancialModelingPrep -l 10 --export apple.xlsx --sheet-name Cash Flow Statement</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg class="copyButtonIcon_y97N" viewBox="0 0 24 24"><path d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg class="copyButtonSuccessIcon_LjdS" viewBox="0 0 24 24"><path d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div><p>This generates a file for Apple with market data from 2010-01-01 until now and income, balance and cash flow statements over the last 10 years as seen in the image below.</p><p><img loading="lazy" src="https://user-images.githubusercontent.com/46355364/214824561-6eaf3a88-746a-4abc-91e1-420c9036c00d.png" alt="Sheet Name Example" class="img_ev3q"></p><p>Next to that, we also allow exporting to images, this can be PNG, JPG, PDF and SVG. For example, using our <code>portfolio</code> menu we can export the charts to any type of format which again can be found within the <code>OpenBBUserData</code> folder.</p><p><img loading="lazy" src="https://user-images.githubusercontent.com/46355364/214819518-cec40468-9019-440c-8bfe-7bcabc207578.png" alt="image" class="img_ev3q"></p><h2 class="anchor anchorWithStickyNavbar_LWe7" id="importing-data">Importing Data<a href="#importing-data" class="hash-link" aria-label="Direct link to Importing Data" title="Direct link to Importing Data"></a></h2><p>Menus, such as <a href="https://docs.openbb.co/terminal/usage/intros/econometrics" target="_blank" rel="noopener noreferrer">Econometrics</a> or <a href="https://docs.openbb.co/terminal/usage/intros/portfolio" target="_blank" rel="noopener noreferrer">Portfolio</a>, allow the user to import their own dataset. Files available to import will be included with the selections made available by auto-complete. In the Econometrics menu, this is activated after pressing the space bar, <code>load -f </code></p><p><img loading="lazy" src="https://user-images.githubusercontent.com/85772166/204921760-38742f6c-ec78-4009-9c23-54dcb0504524.png" alt="Importing Data" class="img_ev3q"></p><p>The Econometrics menu looks into the <code>exports</code> and <code>custom_imports/econometrics</code> folder. For the Portfolio functionalities the <code>portfolio</code> menu looks into the <code>portfolio/holdings</code> folder whereas the <code>portfolio/po</code> menu looks into the <code>portfolio/allocation</code> and <code>portfolio/optimization</code> folder for the <code>load</code> and <code>file</code> command respectively. Please make sure to read the relevant guides to understand how this works.</p><h2 class="anchor anchorWithStickyNavbar_LWe7" id="custom-path-for-openbbuserdata-folder">Custom Path for OpenBBUserData Folder<a href="#custom-path-for-openbbuserdata-folder" class="hash-link" aria-label="Direct link to Custom Path for OpenBBUserData Folder" title="Direct link to Custom Path for OpenBBUserData Folder"></a></h2><p>The location of this folder can be set by the user from the /settings menu. There should be no need to update paths in this menu unless the folders have been moved manually. If the location of the OpenBBUserData folder must be changed, it is best to move the entire existing folder to the new path. The path is then changed under the settings menu with:</p><div class="language-console codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-console codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">userdata --folder "/complete_path_to/OpenBBUserData"</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg class="copyButtonIcon_y97N" viewBox="0 0 24 24"><path d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg class="copyButtonSuccessIcon_LjdS" viewBox="0 0 24 24"><path 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class="pagination-nav__sublabel">Previous</div><div class="pagination-nav__label">Changing Sources</div></a><a class="pagination-nav__link pagination-nav__link--next" href="/terminal/usage/guides/scripts-and-routines"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">Scripts & Routines</div></a></nav></div></div><div class="col col--3"><div class="tableOfContents_jeP5 thin-scrollbar text-sm mt-[48px] xl:max-w-[216px] theme-doc-toc-desktop"><p class="uppercase text-sm font-bold text-grey-600 dark:text-grey-200 tracking-widest mb-2">On this page</p><ul class="border-l border-grey-300 dark:border-grey-600 list-none pl-4"><li class="pb-1"><a href="#the-openbbuserdata-folder" class="text-grey-400 capitalize !no-underline">The OpenBBUserData Folder</a></li><li class="py-1"><a href="#exporting-files" class="text-grey-400 capitalize !no-underline">Exporting Files</a></li><li class="py-1"><a href="#importing-data" class="text-grey-400 capitalize 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