Data management
Recalculating, repairing, and exporting your data.
Refreshing analytics
Most numbers in the product are computed rather than stored, and some of that computation happens in a server-side pipeline rather than in your browser. Rule scoring, the scoring ledger, domain data files, and Gravitas are in that group.
Data management in Settings holds the controls. The panel explains what a refresh does: reprocess the trade log, score rules, rebuild the domain data files, and compute Gravitas. Under Advanced you can run Reprocess tradelog and Refresh domain CSVs individually.
When you need it:
- After an import, if rule verdicts or Gravitas look stale.
- After committing a strategy change, so trades are scored against the new revision. The adherence by revision panel says this explicitly.
- After excluding trades from scoring, since the exclusion applies on the next refresh.
- When a discipline panel says nothing is in the scoring ledger yet but you know there is data.
Server-side analytics is available on higher plans, and the panel says so when your plan does not include it.
The same section shows Market Session Generation jobs, which prepare market data for replay and trainer sessions. Each row reports whether it is waiting, generating, completed, or failed. If a replay has no chart data, look here first.
Removing bad rows
Advanced: remove bad rows in Settings permanently deletes executions. It is the tool for data problems, not for feelings about a session.
You choose how to select what goes:
- Remove by Time range, with a From and To date.
- Remove by Account, choosing an alias.
- Remove by Tag, choosing a tag.
Before you act it tells you how many executions will be removed. Remove performs it.
Legitimate uses: a duplicated import you cannot otherwise separate, a file loaded into the wrong alias, rows from an account that is not yours, corrupted values from a broker export.
Illegitimate use: erasing a bad week. Deleting executions rewrites every statistic that was ever calculated from them, including the ones that were telling you the truth. If you want a scoring break, exclude the trades from scoring instead, which keeps the trail intact. That is a deliberate design choice, and it is why the calendar refuses to delete and points you at exclusion instead.
Exporting and deleting your workspace
Your data is yours and you can take it out whole. In User Profile, under Your workspace data:
- Download all data (ZIP) gives you an archive.
- Download all data (JSON) gives you the structured form.
The export includes your strategy, your logs, and your trade data, so it is also a reasonable backup habit before a large restructuring.
Clear all workspace data deletes it. The dialog is titled Clear all workspace data? and states plainly that this permanently deletes your workspace data. You must paste your own user ID to confirm.
There is no undo. Export first.