Data
Exports
Download account-scoped trading and portfolio records as CSV for analysis in spreadsheets, BI tools, Python, and backtesting workflows. Timestamps are UTC.
Core data
Data Exports
Execution history
Trade Exports
Execution prices, fees, gross and net values, and realized P&L.
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Position history
Position Exports
Open and closed positions with stored entry/current prices and unrealized P&L.
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Portfolio history
Portfolio Exports
Stored portfolio snapshots with derived total P&L and daily realized P&L.
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Agent activity
AI Decision Exports
Recorded decisions, confidence, market-strength score, and reason.
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Performance Reports
Analytics Exports
Choose a date range separately for each report. Current balances and total P&L remain current account metrics; portfolio time-series exports are limited to that report's selected range.
Key metrics
Analytics Summary
Core P&L, risk, win-rate, and portfolio-growth metrics with calculation notes.
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Market results
Trade Analytics
Closed-trade counts, win rates, realized P&L, and hold time by market.
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Equity and drawdown
Portfolio Analytics
Daily portfolio value, period P&L, growth, and drawdown history.
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Decision quality
AI Analytics
Confidence-range, action, and versioned-strategy decision outcomes.
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Advisory Reports
Recommendation Exports
Export generated recommendations for each report's selected 30-, 90-, or 365-day window. History files are recomputed from stored Analytics data; individual recommendation generations are not archived.
Current analysis
Recommendation Export
Recommendations, supporting metrics, confidence, sample size, and analysis period.
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Historical window
Recommendation History Export
A fresh analysis of historical outcomes for the selected period, not an archive of earlier recommendation generations.
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