How far back in time does Vestalyze go to pull closing transaction data?
Vestalyze retrieves up to 24-months of closed historical transaction data for CORE+ users. If you remain as active Core+ subscriber, we will continually store your transactions indefinitely. Meaning you can have the past two years of data and any new ongoing trades to where after a year or two, you could have 3-4 years of closing transaction data on all your trading activities stored in the system.
We retrieve up to 12-months of historical transaction data for CORE users, and 6-months of closed historical trade data for Free users. We do not limit the time frame of any “open” investment holdings.