Your account

Your own backtests, linked portfolio and dashboards. A key reads only its own account's data: another account's id answers 404.

• GET /backtests: Your backtests. Your backtests, the latest first.
• GET /backtests/{id}: A backtest. One backtest: the conversation and every run it made.
• GET /portfolio: Your portfolio. Your linked brokerage accounts, read-only: holdings, options and recent orders.
• GET /portfolio/trades: Your trades. A year of closed round trips, newest first, with dividends and fees.
• GET /portfolio/factors: Your portfolio's factors. Risk by source, beta, value at risk and tracking error, and returns split into market, sectors, styles and stock picking. 404 not_connected before a brokerage is linked.
• GET /dashboards: Your dashboards. Your dashboards.
• GET /dashboards/{id}: A dashboard. One dashboard's layout.

Updated 2026-11-06 07:48 UTC