Data Export

Your trading data belongs to you. TradeLogist makes it easy to export your data in multiple formats.

Why Export?

Use Cases

• Backup: Keep offline copies of your data
• Analysis: Advanced analysis in Excel or other tools
• Migration: Move to another platform if needed
• Taxes: Prepare tax documents
• Sharing: Share reports with mentors or coaches

Export Options

Quick Export

Export visible data from any list:

1. Navigate to Trades, Strategies, etc.
2. Apply any filters you want
3. Click Export button
4. Choose format

Full Data Export

Export all your data at once:

1. Go to Settings > Data
2. Click Export All Data
3. Select what to include
4. Choose format
5. Download when ready

Export Formats

CSV (Comma-Separated Values)

Best for:

• Excel/Google Sheets
• Data analysis tools
• Maximum compatibility

Includes:

• All fields as columns
• One row per trade
• UTF-8 encoding

Excel (XLSX)

Best for:

• Microsoft Excel users
• Formatted reports
• Multiple sheets

Includes:

• Formatted headers
• Calculated fields
• Multiple worksheets

JSON

Best for:

• Developers
• API integration
• Complete data structure

Includes:

• Nested relationships
• All metadata
• Machine-readable

PDF Reports

Best for:

• Printing
• Sharing
• Official records

Includes:

• Formatted layout
• Charts and graphs
• Summary statistics

What You Can Export

Trade Data

Analytics Data

• Performance metrics
• Equity curve data
• Strategy statistics
• Calendar data

Account Data

• Profile information
• Preferences
• Strategies
• Tags and categories

Filtering Before Export

Date Range

Export specific time periods:

• This week/month/year
• Custom date range
• All time

By Status

Filter by trade status:

• Open trades only
• Closed trades only
• All trades

By Strategy

Export specific strategies:

• Select one strategy
• Multiple strategies
• All strategies

By Symbol

Export specific instruments:

• Individual ticker
• Multiple symbols
• All symbols

Scheduled Exports

Automatic Backups

Set up recurring exports:

1. Go to Settings > Data
2. Enable Scheduled Export
3. Choose frequency (daily/weekly/monthly)
4. Select format and scope
5. Receive via email or cloud storage

Email Delivery

Receive exports via email:

• As attachment (small files)
• As download link (large files)
• Encrypted option available

Data Portability

Your Rights

Under data protection regulations, you have the right to:

• Receive your data in a portable format
• Request complete data export
• Transfer to another service

Complete Download

Request a complete copy:

1. Go to Settings > Privacy
2. Click Request Data Download
3. Verify your identity
4. Receive download link within 48 hours

Import Back

Backup Restoration

If you need to restore from backup:

1. Go to Trades > Import
2. Select your backup file
3. Choose import options
4. Review and confirm

Cross-Platform

Export from TradeLogist works with:

• Spreadsheet applications
• Other trading journals
• Tax software
• Analysis tools

Best Practices

Regular Backups

• Schedule weekly exports
• Store in multiple locations
• Test restoration periodically

Before Major Changes

Export before:

• Bulk deletions
• Account changes
• Major updates

Tax Season

At year end:

1. Export full year data
2. Generate tax reports
3. Keep copies for records

Next Steps

• Preferences - Other settings
• Profile Settings - Account info
• Data Privacy - Privacy options