VEEMAN keeps your data portable. There are two kinds of export: analysis exports (the results of a session) and the full account archive.
From the Workspace export menu:
| Export | Contents |
|---|---|
| Shareable portfolio | The whole portfolio recipe embedded in a CSV — weights, weekday filters, sizing, costs, visibility, capital and each strategy's series. Re-import it to restore the exact allocations. |
| Metrics | The full metric table for the live session — plus delta columns for any pinned variants. |
| Equity curve | Daily equity and drawdown, with a column per strategy. |
| Monthly P&L | The year × month grid with annual totals. |
| Variants | The variants registry (name, date, range, metrics). |
| Print / PDF | Print the current page — use your browser's "Save as PDF". Every printout opens with a composition sheet: the allocation of every strategy (see below). |
The workspace Trades band (under the equity chart) has its own Export CSV button that downloads the
per-trade allocation ledger for the selected window — one trade per row. That file is a report, not a
portfolio: re-loading it rebuilds the strategies from the Strategy, date and P/L columns (and keeps the
contracts, premium and margin it carries — see
trade-level extras), but it knows nothing
about weights, weekday filters, sizing or costs. To move a portfolio whole, use Shareable portfolio
below.
Print / PDF prints whatever page you are on — charts, metrics, monthly grid — and puts a Portfolio composition sheet on the first page, so the document opens by saying which portfolio produced the numbers that follow. The sheet is built from the live session and lists every strategy, including the ones currently switched off:
| Column | What it says |
|---|---|
| State | Included or excluded. Excluded strategies stay on the sheet but feed no curve or metric. |
| Sizing | Fixed, Risk or Margin — the sizing regime of that strategy. |
| Allocation | The effective allocation: × contracts for fixed legs, % of capital per trade for dynamic ones. When the strategy is in a group, a second line spells out base × group size — the group knob multiplies exposure without rewriting the weights. |
| Parameters | Stop loss (% of premium or $), margin per contract, and the min/max contract bounds. |
| Days | The weekday filter: a letter marks an active day, a dot a day switched off. |
| Costs | Manual commission + slippage and the unit they apply to. |
Above the table, a header block records the portfolio name, period, initial capital, mode, and — when any strategy uses dynamic sizing — compounding, max daily risk and the margin cap. Groups get their own small table with their size knob. Any variant pinned to the comparison prints its frozen composition too, right after the live one, so an overlay chart can always be traced back to its recipe. The printed page you were on starts right after the sheet.
The strategies rail itself is left out of the printout: it is an interactive panel with its own scrollbar, and the composition sheet carries all of its information in full.
A plain CSV of trades carries the trades, not the setup: re-loaded, it rebuilds the series but loses every setting. Shareable portfolio solves this by exporting the whole session as one CSV that also carries its recipe — every per-strategy setting: weights, enabled weekdays, sizing mode and parameters, manual costs, visibility, the initial capital and mode, plus each strategy's daily series (and the trade-level data that Risk Sizing needs).
Give that file to anyone using VEEMAN and have them drop it into the upload area like any other CSV: the app recognizes it and rebuilds the session with the exact allocations you configured — the same weights, the same days switched off, the same sizing and costs — on their own account. Importing a shared portfolio always creates a new session; it never overwrites your saved portfolios, so save it or freeze a variant to keep it.
The recipe travels in a block of #VEEMAN header rows; below it the file still holds a readable date plus
per-strategy P/L table, so it also opens as an ordinary spreadsheet.
Do not edit it in a spreadsheet before re-importing
The configuration lives in the #VEEMAN rows. If you open the file in Excel and re-save or edit it, those
rows can be truncated or reordered and the recipe may be lost — on import the app tells you the file was
altered instead of loading a broken setup. To share it reliably, send the file as-is and re-import it without
opening it in a spreadsheet first. Re-saving with a different separator (for example Italian Excel's ;) is
tolerated; truncation and row edits are not.
From Settings → Data, export everything downloads a single .zip of all your
stored data: saved portfolios, saved strategies, variants, history and any trade-level CSVs, as JSON and
CSV files.
What the archive does and doesn't include
The archive contains everything saved to your account. It does not include the temporary live session (which isn't persisted) — save a portfolio or freeze a variant first if you want it captured.
Deleting your account removes all of this permanently — see Your data & privacy.