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Data Export

In short

Export portfolio and analysis data to CSV or JSON for external use

Download your portfolio data, analysis results, and historical performance as CSV or JSON files. A CSV opens straight into a spreadsheet like Excel for a quick look; a JSON file is easier for a script written in Python or another language to parse. Either way, it's your own copy of your data to analyze however you'd like, independent of the platform.

Data export allows downloading portfolio positions, transaction history, analysis reports, and backtesting results. Formats include CSV (spreadsheet-friendly) and JSON (developer-friendly). Export is throttled by subscription tier. CSV is a plain, row-and-column format that opens directly in a spreadsheet application and suits quick manual review or charting. JSON preserves nested structure and data types, which makes it better suited to being read by a script or another piece of software. Exporting your own data lets you keep an independent record, run your own calculations outside the platform, or feed it into other analysis tools rather than relying solely on the platform's own views.

Related concepts

  • API Keys — An API key is a credential that lets code — a script, app, or automated pipeline you build — authenticate to the platform's API instead of you signing in through a browser each time. Each key can be scoped to only the parts of the API it needs, similar to giving a contractor a keycard that opens some doors but not others.
  • Portfolio Rebalancing — If your target is 60% stocks / 40% bonds but stocks rally and become 75%, rebalancing sells some stocks and buys bonds to restore the 60/40 split. It's automatic discipline — sell high, buy low.
  • Deep Analysis — Deep analysis runs all 11 AI agents on a stock simultaneously: fundamental, technical, sentiment, risk, macro, and more. They debate, cross-check each other's findings, and produce a comprehensive investment report.