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Basis data, privacy, security and troubleshooting

Understand Basis market-data coverage, browser storage, account sync, API-key security and fixes for common chart, derivatives and agent issues.

10 min readUpdated 2026-08-224 sections

Missing, stale and zero are different states

Basis avoids converting a failed request into a plausible zero. Panels distinguish loading, partial coverage, stale data and unavailable sources. When one venue fails, available venue data can still render with a visible caveat.

  • Loading: the request has not resolved yet.
  • Partial: some sources returned and others failed.
  • Stale: a previous value exists but is older than expected.
  • Unavailable: no trustworthy value can be shown.
  • Zero: the provider explicitly reported a valid zero.

Local browser data and synchronized account data

DataDefault locationSynced?
Public chart stateBrowserOnly saved workspace state when signed in
Drawings and saved layoutsBrowser / account storageYes when signed in
Journal and alertsBrowser / account storageYes when signed in
Model API keysSession storage; optional local storageNever
Transient chart screenshotMemory for one model passNever in agent history
Sandbox programIsolated worker contextNo access to browser key storage

Fix common terminal problems

ProblemFirst checks
Chart is not updatingConfirm LIVE status, symbol support and venue; then reload once
Derivatives says unavailableConfirm PERP market, inspect partial-source message and timestamp
Order flow is emptyChoose a supported liquid symbol and confirm exact trade coverage
Agent cannot read dataSelect a tool-capable model and verify the provider key
Calendar takes too longUse cached/rule-derived events and retry the external source
Saved state conflictsCheck the cross-device update notice and reload before editing

Report a reproducible issue

  • Exact URL and whether the terminal was spot or perpetual.
  • Symbol, exchange, timeframe and chart type.
  • Visible error text without any API key.
  • Approximate time and timezone.
  • Steps from a fresh reload.
  • Screenshot with account information excluded.

Important

Never include model API keys, provider authorization headers, passwords or private account data in a bug report.