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.

Loading record count…

Position history

Position Exports

Open and closed positions with stored entry/current prices and unrealized P&L.

Loading record count…

Portfolio history

Portfolio Exports

Stored portfolio snapshots with derived total P&L and daily realized P&L.

Loading record count…

Agent activity

AI Decision Exports

Recorded decisions, confidence, market-strength score, and reason.

Loading record count…

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.

Loading report count…

Market results

Trade Analytics

Closed-trade counts, win rates, realized P&L, and hold time by market.

Loading report count…

Equity and drawdown

Portfolio Analytics

Daily portfolio value, period P&L, growth, and drawdown history.

Loading report count…

Decision quality

AI Analytics

Confidence-range, action, and versioned-strategy decision outcomes.

Loading report count…

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.

Loading report count…

Historical window

Recommendation History Export

A fresh analysis of historical outcomes for the selected period, not an archive of earlier recommendation generations.

Loading report count…