Symbols and custom data

Explore is where symbols are chosen, and where your own data comes in.

Three tabs#

• Favorites — the symbols you starred
• All assets — everything available on your plan
• Custom data — datasets you uploaded

All assets filters by asset class: forex, stocks, crypto, commodities, indices, ETFs and bonds. Each tab shows its count, so it is obvious how much a plan makes available.

Symbols and favorites#

Clicking a row opens the chart. Starring a symbol puts it in Favorites, grouped by asset class, so the few you actually use are not a search every morning.

Recently opened charts are also remembered locally — that is device state, and it does not sync.

How much history and how many symbols you get depends on the plan: Free has 20 symbols and backtests to 2025; Pro and above have 800+ symbols and can backtest up to today.

Custom data#

Custom data imports your own history. Once imported it behaves like any other symbol: chart it, replay it, place simulated trades, run an AI backtest.

CSV / TSV / TXT are supported, for OHLCV or tick data. The per-file size limit and total capacity are stated on the page, not buried in documentation.

OHLCV needs a time column plus open, high, low and close:

datetime,open,high,low,close,volume
2024-01-02 09:30:00,100.24,100.61,100.11,100.55,184200
2024-01-02 09:31:00,100.55,100.72,100.48,100.63,92100

Tick data needs a time and a price — bid and ask columns work too:

time,price
2024-01-02 09:30:00.250,100.54
2024-01-02 09:30:00.600,100.56

Column names are case-insensitive, and separate date and time columns are understood. A wide file with no header is rejected, because there is no way to know which column is which.

Draft media · Screenshot1400×900 · webp · ≤120 KB

Custom data with two imported datasets, one uploaded and one ready locally, and the Storage used bar visible underneath.

file → apps/site/assets/images/tutorials/explore-and-data/custom-data.webpsrc → /tutorials/explore-and-data/custom-data.webp

A dataset moves through three states:

• Ready locally — chartable already, not yet on your account
• Uploading / uploaded — on the account, available on any device
• Upload failed — the row offers a retry

Capacity follows the plan (5 MB on Free, 1 GB on Pro, 5 GB on Max), and Storage used shows the current total against it. When it is full an upload fails rather than quietly replacing an older file.

Where data lives#

One sentence: once you are signed in, your work is on the account; the browser is a cache.

• Conversations, strategies and versions, backtest sessions, runs, custom indicators, custom data → account
• Chart colours, layout proportions, shortcuts, recent charts, custom timeframes, AI preferences → browser (device state)

The plan decides features and retention, not where data is stored. A free account's sessions are on the account too; the plan only limits how long history is listed.

Next#

The last chapter puts it together: what each plan includes, how credits are spent, and what changes when you upgrade or downgrade.