Exports & Integrations
Choose the right Portfolio Builder export: native backup, Excel analysis, OptionsApp, or the tradeSteward beta hand-off.
A portfolio that lives only inside an analytics tool doesn't trade. The Export dropdown in the Portfolio Builder's header turns the construction you settled on into files.
The four exports
| Export | Produces | Use it for |
|---|---|---|
| Native Engine Portfolio | A .cfe-portfolio.json file | Sharing and backup. The only format that round-trips: import it back and you get the same portfolio — strategies, contract counts, on/off states, aliases, account size. |
| Export to Excel | An .xlsx workbook | Offline analysis, record-keeping, or as an entry template. One row per enabled strategy with parameters, sizing and metrics. |
| Export to OptionsApp | An OptionsApp-compatible .json config | Setting up automated execution through your own OptionsApp + broker setup. One-way: it can't be re-imported. |
| Export to tradeSteward (Beta) | A .zip of tradeSteward import files plus a manifest | Setting up execution through your own tradeSteward + broker setup. A mixed portfolio splits into separate import files; each names the exact disabled Base Settings Bot to use and the manual EMA or RIC/VIX setup required after import. The popup offers full MEIC or separate spreads; RIC exports as one long iron condor. One-way, like the OptionsApp export. |
Two ground rules that apply to all exports:
- Exports include enabled strategies only (the Native format additionally remembers your disabled rows so the round-trip is lossless).
- Exporting is available once the portfolio has at least one enabled strategy.
The import counterparts
Exports are half the story — the Engine also ingests:
- Native Engine Portfolio files import via the Builder's Import button (see Saving, loading & sharing).
- Your own backtest and live-trade data import via the Import page in the left nav — covered in Importing your data.
Working from your AI app
The same portfolios and analytics are also reachable from Claude, ChatGPT and other MCP-compatible AI apps through the Cashflow Engine MCP connector — ask in plain English to search strategies, analyze a portfolio or run a Monte Carlo. Setup and limits are on the AI & MCP page.
Detail pages
- Excel & Native Portfolio — formats, file contents, and the round-trip rules.
- OptionsApp export — what the file contains, how iron condors are split, and the validation acknowledgment.
- tradeSteward export (Beta) — the first-time setup, ZIP import, required METF EMA step, verification, and the controls that can start live trading.
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