# Portfolio: read and save a complete report



`Backtest.run()` returns a pandas statistics Series. The `openbacktesting.portfolio` module exports a complete report as plain values, suitable for JSON, applications, and later analysis.

[export_result](https://docs.openbacktesting.com/reference/portfolio/#openbacktesting-portfolio-export-result) · [get_snapshot](https://docs.openbacktesting.com/reference/portfolio/#openbacktesting-portfolio-get-snapshot) · [PortfolioSnapshot](https://docs.openbacktesting.com/reference/portfolio/#openbacktesting-portfolio-portfoliosnapshot) · [report_catalog](https://docs.openbacktesting.com/reference/portfolio/#openbacktesting-portfolio-report-catalog)

## Export a run

```python
import json
from openbacktesting import Backtest, Strategy
from openbacktesting.portfolio import export_result, get_snapshot
from openbacktesting.test import GOOG

class HoldOne(Strategy):
    def init(self):
        pass

    def next(self):
        if self.bar_index == 0:
            self.buy(qty=1)

result = Backtest(GOOG, HoldOne, end_policy="close_at_last_close").run()
report = export_result(result)
text = json.dumps(report, allow_nan=False)
snapshot = get_snapshot(result)
assert snapshot.to_dict() == report
print(report["summary"]["all"]["totalReturn"])
```

Save `text` to a file if needed. Neither export function writes files or reruns the strategy. Reports remain independent of later edits to the returned dict, native result tables, or another backtest.

## Read the report

| Area | Use |
| --- | --- |
| `summary` | All/long/short performance metrics, including value, unit, and status. `summary.all.totalReturn.value` is a fraction. |
| `trades.closedFragments`, `trades.openLots` | Closed portions and remaining open holdings. |
| `facts.orders`, `facts.fills`, `facts.allocations` | Requests, actual executions, and their trade associations. |
| `series.account` | Account/equity observations over time. |
| `analysis` | Derived return, drawdown, and trade analyses. |
| `context`, `semantics`, `run` | Effective settings, report/method versions, executed range, and termination information. |
| `extensions` | Additional fields, including legacy statistics where available. |

Inspect `report.keys()` and `report_catalog()` for the exact current field names and metric units. A missing/undefined statistic is not zero: read its status alongside value. A completed export does not imply that every data bar was processed; inspect termination information. See [results and metric units](https://docs.openbacktesting.com/guides/results/index.md).

## Snapshot and field catalog

`get_snapshot(result)` returns the frozen `PortfolioSnapshot` captured by this run. Its `.to_dict()` produces an independent report. Obtain snapshots through this function; their constructor payload is an internal format. Old or partial results without complete captured facts are rejected.

`report_catalog()` returns field definitions with metric identities and units. It is useful when building report displays or choosing fields for saved-experiment ranking. Use the [optimizer](https://docs.openbacktesting.com/reference/optimizer/index.md) to store/query reports across parameter combinations.

<a id="openbacktesting-portfolio-export-result"></a>



## export_result

```python
portfolio.export_result(result)
```

Return an independent plain-value copy of the complete report without file, network, or plotting side effects.

<a id="openbacktesting-portfolio-get-snapshot"></a>



## get_snapshot

```python
portfolio.get_snapshot(result)
```

Read the frozen fact snapshot; explicitly reject old results or trade subsets lacking complete facts.

<a id="openbacktesting-portfolio-portfoliosnapshot"></a>



## PortfolioSnapshot

Immutable versioned fact text; read complete reports through to_dict.

<a id="openbacktesting-portfolio-portfoliosnapshot-to-dict"></a>



### PortfolioSnapshot.to_dict

```python
PortfolioSnapshot.to_dict()
```

Compute and return an independent strict JSON report without modifying the snapshot or executing strategies.

<a id="openbacktesting-portfolio-report-catalog"></a>



## report_catalog

```python
portfolio.report_catalog()
```

Return an independent copy of the report-field catalog for hosts to check coverage and method identity.

[Backtest](https://docs.openbacktesting.com/reference/core/index.md) · [Results](https://docs.openbacktesting.com/guides/results/index.md) · [User manual](https://docs.openbacktesting.com/index.md)