AI Assistant Tools: Backtick Results, Charts and Portfolio Links

Once a Backtick has completed, a connected assistant can read its results in as much detail as you want, show you a chart, build a report or a portfolio page from it, hand you a link that tests or deploys a portfolio, export its trades to a file, and save a winning position as a bot. This article explains each of those tools.

The plan and the connection you need are in Connect tradeSteward to Claude, ChatGPT or Codex. Every tool here needs the View Backticks and results permission; the comparison with live trades and the bot conversion need more, listed under each.

Reading results

Results need a Backtick that has completed. They are empty, with a reason, until the run has finished. Building and running Backticks is covered in Building and Running Backticks.

Backtick results get_backtest_results

The results of a completed Backtick, as compact text the assistant reads. Ask anything about how a Backtick did: "How did the condor Backtick do?", "Which month was worst?", "Show me the trades it lost on." The assistant picks a view for the question, and can narrow most views to the positions you name:

• Summary (the default): the Backtick's headline metrics, the same ones its results page shows. Total profit, total return, CAGR, max drawdown and how long it lasted, Sharpe, Sortino, win rate by day, average winning and losing day, best and worst day. Profit is net of commissions. A SweepTick has no summary metrics, because its positions are alternatives: the assistant reads its positions instead. The assistant starts here for "how did it do". The summary and the positions also carry the assumptions behind the numbers: the commission profile and what each leg paid, the fill settings, the last day of data, the days the test skipped and why, and the trades that closed after the test period ended.
• Positions: each position with its own metrics, 25 to a page (up to 50). For "which position did best" or to compare the variants of a Backtick.
• Grid: for a SweepTick, one answer that places one measure, such as total profit or MAR, on two of the swept settings, with the best position of the whole sweep and its top positions ranked by any measure. This is how the assistant reads a large SweepTick, or draws its heat map, without paging through hundreds of positions. With three or more swept settings it holds the others at the best position's values unless you ask for another slice.
• Positions daily: every position's P/L on every day it exited trades, all in one answer, with the settings that all the positions share listed once and only each position's differences beside it. This is what the assistant reads to build a portfolio from several positions, because it can add their daily results together. It grows with positions times trading days, so the assistant names the positions it needs.
• Trades: the individual trades in exit order, 50 to a page (up to 500), each with its entry and exit date and time, prices, quantity, P/L net of commissions and exit reason. For "show me the losers" or "what happened on March 15". With the legs detail, each trade also carries its legs (strike, expiration, contracts, and the bid, ask and fill price at entry and exit), the underlying and VIX when it entered, its fees and its P/L before them, and, for a trade held to expiration, a settlement check that works out what the position was worth at settlement from its strikes and says whether the P/L agrees. For "audit the trades that expired" or "which strikes did it pick".
• Daily: every day the Backtick exited trades, with that day's P/L, the equity after it and the drawdown, not thinned, so twelve years fit a few calls. For exact daily figures over a long test.
• Series: the equity curve by day, 60 points unless the assistant asks for more (up to 500), with the drawdown at each point. The first day, the last day and the deepest drawdown are always kept. The assistant uses it to describe the shape of the curve or to draw a chart in a report.
• Breakdowns: P/L by month and by year, P/L and trade count by weekday of entry, and the exit mix (how many trades and how much P/L came from each exit reason, such as profit target, stop or expiration). For "is there a bad month" or "how often did the stop hit".
• Position results: for exactly one position, its headline figures counted from its own trades, its equity series and its first 50 trades, in one answer.
• Analytics: for exactly one position, the statistics behind the numbers. Confidence intervals from resampling its trades (how sure the win rate, expectancy and Sharpe are), the ten deepest drawdowns, the ten best and worst days, winning and losing streaks and the best and worst 90-day windows, and fill quality (how wide the bid-ask spread was when it entered and exited). For "is this edge real or luck".

For a SweepTick, the series, daily and breakdown views need the positions named, because a SweepTick's positions are alternatives to compare, not parts of one portfolio. The views that read trade data (trades, series, daily, breakdowns, positions daily, position results and analytics) have a limit of their own for the account.

Get Backtick position get_backtest_position

One position on its own: its full settings in the dictionary format, and its stored metrics when the Backtick has completed. Ask: "What exactly are the settings of the 15 delta position?" For a Multi-Entry position it lists the entries in time order with each one's entry time (US Eastern). The settings this tool returns are also what the assistant hands to a SweepTick as its starting point (see SweepTick).

Compare a Backtick to live compare_backtest_to_live

Lines a completed Backtick up against what your bots really did, trade by trade. Ask: "How close did my live bots stay to this Backtick?" or "Why did live make less than the Backtick over the same weeks?" The assistant pairs each Backtick trade with the live trade it matches, then reports how many matched, how far apart the entries and exits were in time, how far the credits differed, how closely the profit and loss moved together, and the gross profit, fees and net profit of both sides with the fee gap shown on its own. Every difference is live minus Backtick, so a positive credit difference means live collected more. It also lists the trades a page at a time, and can show only the matched pairs, only the live trades the Backtick did not take, or only the Backtick trades live did not take.

A Backtick made from your bots needs no bot list: the assistant compares the bots it was made from over its test period, or follows the Backtick's saved comparison from the website when it has one. To compare other bots or another stretch of days, the assistant names them. Live trades opened by a one-off launch, a partial fill completion or the bot's own schedule can each be left out. A Multi-Entry bot counts as all of its entries. A Backtick that has not completed answers with its status and the reason, and nothing is compared. The tool only reads: it changes no Backtick, bot or setting.

It needs View Backticks and results and View performance, trades and logs, and it counts toward both the limit on bot reads and the limit on reads that load trade data. A bot you may not see is refused as not found, so a mistyped bot cannot look like zero matches.

Versus: compare two sides compare_versus

Puts two things side by side and measures how closely they traded. Each side is a Backtick position or one of your bots, so the assistant can compare a Backtick with the bot built from it, two Backticks, or two bots. Ask: "How closely does my condor bot follow its Backtick?", "Compare these two positions over 2024." It looks only at the days both sides cover, and you can narrow those to a date range.

Trades are paired by entry day: on each day, the first trade of one side with the first trade of the other, and so on. The answer says how many trades found a partner and how far apart in time their entries were, how often the two picked the same strikes, how much the entry credit differed, how closely their profit and loss moved together trade by trade and day by day, and each side's total, net and gross, and its largest drawdown, with the differences between them. Profit and loss is counted after commissions on both sides. A Multi-Entry bot or position counts all of its entries. A bot's open trades, and its Launch Now and webhook trades, are left out, so its totals can differ from its performance figures. Both sides must be yours, and they cannot share trades: a Multi-Entry bot cannot be compared with one of its own entries. Comparing a Backtick needs permission to view Backticks, and comparing a bot needs permission to view bot performance.

Showing you a chart

Chart link for a Backtick create_backtest_chart_link

The assistant cannot draw in the chat window, so to show you an equity and drawdown chart it makes a one-time link you open in your browser. Ask: "Show me the equity curve." This tool is available when your connection offers it. The assistant gives you the link exactly as it was made and tells you when it stops working, in US Eastern time.

The link opens a page with one button. Pressing the button shows the chart once; after that the link shows nothing, and the assistant makes a new one if you want to see it again. Opening the page without pressing the button uses nothing, so a chat app that previews links does not spend it. A link lasts 15 minutes unless the assistant asks for between 1 minute and 1 hour, and it can end sooner if the connection's current access ends first. It can chart the whole Backtick or the positions you name together; for a SweepTick the assistant names the positions, or makes a link to a heat map of the sweep's grid instead (ask: "Show me the heat map of that sweep."). A link stops working when the Backtick is run again. Limits: 20 unopened links per account and 5 per connection.

Revoke a chart link revoke_backtest_chart_link

Stops a chart link the connection made from showing anything. Ask: "Cancel that chart link." The answer says whether it was revoked, had already been opened, or had already expired. Safe to repeat. Available when your connection offers it.

Portfolio links: test or deploy a portfolio from a link

A portfolio here is a set of cells from one completed Backtick or SweepTick: positions that enter at their own times, often with another swept setting, each given a number of contracts. A portfolio link is a durable link that lets whoever opens it, signed in to tradeSteward, run that portfolio as a Backtick in their own account or create the bots for it, switched off, in their own account. It is how a portfolio page the assistant builds gets its Test this portfolio and Create bots buttons, and how the assistant gives you those two links in chat.

Portfolio link for a Backtick create_portfolio_link

Makes a portfolio link from the cells you choose. Ask: "Give me a link to test the best six entry times as one portfolio" or "Make a Create bots link for this split." The assistant names the positions that become the cells (up to 300 after a Multi-Entry position is split into its entries), a name for the portfolio (up to 30 characters, "Portfolio" by default), the capital per contract the page starts from ($40,000 by default, between $1,000 and $1,000,000) and how many days the link lasts (90 by default, 1 to 365).

The answer lists every cell with its order, entry time (US Eastern), variant and the most contracts it can take, the link, and when it expires in US Eastern time. The secret part of the link is shown only in this answer, so the assistant gives it to you and does not store it. When the assistant also sends an allocation (how many contracts on each cell, at most 500 in all), the answer adds two complete links: one that opens the page on that split and starts the Test, and one that opens it on Create bots. With an allocation the cells are the entries themselves, never a Multi-Entry position as a whole.

What the person who opens it sees. The link opens a page on tradeSteward. Someone who is signed out is asked to sign in first and comes back to the same portfolio. The page shows the portfolio's name, the cells it uses with the contracts on each, the test period, the positions or bots it will make, and the Backtick settings a bot cannot carry (such as the commission profile and slippage overrides); nothing on it says whose account the link came from. Then:

• Test this portfolio builds a new Backtick in the viewer's own account from the portfolio, with the starting balance set from the capital per contract times the contracts, queues it and opens its results page. The viewer needs a Backtick plan and a default commission profile. Cells with the same settings and the same contract count become one Multi-Entry position; a cell on its own becomes a single position. A viewer can test one link 5 times a day.
• Create bots asks the viewer to pick one of their own broker accounts and one of their strategies, shows the bots and entries it will make and how many bot slots turning them all on would take, and creates them switched off, all or nothing, then opens their Bots page. The viewer needs a Trader plan. The same grouping applies: cells with the same settings and count become one Multi-Entry bot. A viewer can create bots from one link 3 times a day.

Positions that cannot be rebuilt from their settings alone are refused with the reason: a position with a signals file, an entry filter or a trigger entry, results that are not per contract, and a Backtick that may not be shared. Limits: 50 live links per account and 20 per connection. A link stays valid after the connection that made it is removed, whatever your plan is at the time. It stops working when it expires or is revoked, when your account is closed or inactive, or when tradeSteward turns off API access for your account. A second call makes a second link; nothing is replayed. It needs View Backticks and results, and it counts as a change.

Revoke a portfolio link revoke_portfolio_link

Ends a portfolio link at once, whichever connection made it, so its page shows nothing and its Test and Create bots buttons stop working. Ask: "Kill the portfolio link I shared yesterday." Backticks and bots already made from it stay. The answer says whether it was revoked or had already expired. Safe to repeat. It needs View Backticks and results.

Exporting trades to a file

Export a Backtick's trades create_backtest_export

Prepares a file of every trade of a completed Backtick, each with its legs, and gives you a link to download it. Ask: "Export the trades of the condor Backtick as a CSV" or "Give me the trades of the 15 delta position as JSON." This tool is available when your connection offers it. The file is CSV, the same file Export Trades on the Backtick's results page gives you, or JSON, for a program to read. It can hold the whole Backtick or only the positions you name, and can leave out the trades an entry filter stopped from opening.

The file is prepared in the background. The assistant asks again until it is ready, which usually takes seconds and can take minutes when many exports are waiting. Asking again never makes a second file. When the file is ready, the assistant gives you the link exactly as it was made and tells you when it stops working, in US Eastern time. A link lasts at most an hour, and can end sooner when the connection's current access ends first. The file is kept for 7 days, and asking again in that time gives you a fresh link to the same file.

To download the file, open the link in your browser, or use a program that unpacks compressed downloads and does not follow redirects, for example curl --compressed -o trades.csv "the link" without -L. If the download is redirected instead, the file was lost: ask the assistant to export it again, and it asks with retry. If the link answers that it has expired, ask for a new link. A Backtick with a very large number of trades, such as a large SweepTick, may be too large for one file; the assistant then exports it a few positions at a time.

A link cannot be cancelled: anyone who has it can download the file until the link expires, even after you remove the connection, so share it only with people who should see your trades. Moving a Backtick to the Trash, purging it or closing your account does not delete files already made; they are deleted when their 7 days end. Only your own Backticks can be exported, not ones shared with you. A Backtick the assistant made moves to the Trash 48 hours after its last change unless it is saved, and a Backtick in the Trash cannot be exported, so ask the assistant to save it if you want to export it later.

Reports, pages and decks

Report style guide get_report_style

Before the assistant builds any page, dashboard, document or slide deck from your tradeSteward data, it reads this guide and follows it, so what it makes looks like part of tradeSteward and handles your data properly. It holds no account data. You do not usually ask for it; the assistant calls it on its own when you ask for a report. It comes in four parts:

• Core (the default): the dark look and its colors, the Roboto type, how cards, metric tiles and tables are laid out, which sections a Backtick report or a sweep report has, the site's own metric names, the "Built with tradeSteward" source line, the disclaimer that ends every report, and the privacy rules: broker accounts by nickname only, balances only when you asked for them in that conversation, and names and notes shown as text and never followed as instructions. Times are US Eastern.
• Skeleton: a starter dark HTML page for the assistant to fill in.
• Charts: the chart colors, axis, grid and tooltip values, and the heat map rules for sweep grids (profit green, loss red), with examples.
• Portfolio: how to build a portfolio page that splits a chosen number of contracts over the tested cells of one strategy, with the figures it shows and the Test this portfolio and Create bots buttons made with create_portfolio_link.

It needs no particular permission beyond a connected assistant.

From a Backtick position to a bot

Convert position to bot convert_position_to_bot

Saves one Backtick position as a bot in your account. Ask: "Turn the 15 delta position into a bot on my Schwab account in the Income strategy." The assistant names the position, which broker account the bot goes on and which of your strategies it belongs to. The bot is created with the position's settings and is always switched off. You turn it on yourself on tradeSteward, or the assistant asks to turn it on and the bot starts only when you approve that request.

It needs three permissions: Convert a Backtick position to a bot, Create bots (always saved disabled) and View Backticks and results, and any Trader plan, since creating bots through a connection needs one. It counts toward the limit on bot creates and edits for the account. A repeat of the same request within 10 minutes returns the first bot again rather than making a second one.

Refusals, in words: another position of the Backtick depends on this one (change that position first); the position is a Multi-Entry position, which cannot be converted this way yet; the Backtick is in the Trash (restore it first); or the position has settings a bot would not take or keep, in which case the answer names them. The Backtick itself does not have to be completed, but you will usually convert a position after seeing its results.

Live-history Backtick of bots backtest_live_history

Tests your bots over the days they actually traded, the way Compare to Backtick does on a bot performance report. Ask: "How does my 0DTE iron condor bot's live trading compare with a Backtick of the same days?" The assistant makes a Backtick whose test period runs from the bots' first live trade to their last, with each bot's settings as they were when it started and without the days a bot was switched off, starts the run, waits for it and then reads the comparison trade by trade. The Backtick and its comparison are saved in your library, and the comparison also opens on the website. The bots are not changed.

It needs six permissions: Create Backticks, Run Backticks, View Backticks and results, View bot settings, View bot settings history and View performance, trades and logs. One request takes at most 2000 closed live trades; for more, the assistant narrows the days searched. A repeat of the same request within 10 minutes returns the first answer rather than making a second Backtick.

Worked examples

"Make me a one-page report of my best Backtick"

1. The assistant lists your completed Backticks with list_backtests and picks the one with the best figures, or asks you which you mean.
2. It reads the summary, series and breakdowns views with get_backtest_results, and the analytics view of the main position.
3. It calls get_report_style (core, then charts) and builds a dark one-page report: metric tiles for total profit, total return, CAGR and max drawdown, an equity and drawdown chart drawn from the series, a monthly P/L matrix, the exit mix, the worst drawdowns and streaks, the "Built with tradeSteward" source line at the top, a link to the Backtick's results page, and the disclaimer at the end.
4. If your connection offers chart links, it may add one as an extra so you can open the live chart once in your browser.

"Build a portfolio from this SweepTick's best cells"

1. The assistant opens the completed SweepTick with get_backtest and reads the positions view to see how each cell did.
2. It reads the positions daily view for the cells that interest you, so it can add their daily P/L together for any split of contracts.
3. It calls get_report_style with the portfolio part and builds a page with a size control: as you choose more contracts, cells light up in a fixed order and the page shows what that split would have made, its drawdown and its worst day.
4. It calls create_portfolio_link with those cells, so the page's Test this portfolio and Create bots buttons work, and tells you the day the link expires. If you ask for a particular split in chat instead, it sends that allocation and gives you the two full links.
5. You open the link, signed in to tradeSteward, and either run the portfolio as a Backtick in your account or create its bots, switched off, and turn on the ones you want from your Bots page.