Documentation

Data freshness

Connected accounts synchronize every five minutes. You can also request a refresh. Failed reads retain the previous snapshot and mark it stale; old data must not appear as a healthy current account check.

Manual and scheduled rebalances read current exchange inputs. Execution checks available balances and market constraints before each submission. Balance synchronization updates portfolio values without starting a trade.

Performance observations are separate from background snapshots. Only manually confirmed observations contribute to performance history. Deposits and withdrawals qualify interval returns as estimates because their exact market exposure is not known.