1
Choose an account
Use the account selector at the top, or press Ctrl+K (Cmd+K on Mac). With Select multiple, each account you pick opens in its own tab.
2
Choose a layout
Strategy only shows your strategy account’s panels: Portfolio, Capital, Performance, Allocation, Exchange PnL and Strategy activity. Trade only shows your trading wallet’s balances, account value and insights.
3
Download reports
On the Performance panel, choose Tear sheet for a PDF summary of your performance, or Dailies CSV for your daily equity and returns. The tear sheet opens in a new window, where you choose Save as PDF. For the positions you hold now, choose Open positions CSV on the Strategy activity panel.
4
Download your SMA
Choose your profile icon at the top right, then Settings → Agreements, and choose Download to get your executed SMA.