3.3 CSV Export
You can export your portfolio setup and results in CSV format, both for use in other tools and for further analysis. There are two types of CSV exports: Strategy Exports and Results Exports.
① Export Your Strategy (Free for All Users)
Both the Backtesting and Optimization tools allow you to export your current portfolio strategy setup via the Export CSV button above the strategy editor.
- Simple Export → Suitable for quick sharing or re-importing into other tools.
- Full Export Includes additional fields → Useful for more detailed strategy archiving or tool integration.
② Export Backtest or Optimization Results (Professional Plan only)
As a Professional Subscriber, you gain access to raw CSV downloads of all analysis sections in the dashboard. Each dashboard section has its own small download icon (in the top-right corner). Click it to download a detailed CSV for that specific section.
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