Exporting Your Trade Data
Exporting Your Trade Data
Download your trades for backup, analysis, or transfer.
Export Options
| Format | Best For |
|---|---|
| CSV | Excel, Google Sheets, other apps |
| Excel (.xlsx) | Direct Excel usage with formatting |
| JSON | Developers, API integration |
How to Export
Quick Export:
- Go to Dashboard → Trades
- Click Export button
- Select format
- Choose date range (or all)
- Download
Advanced Export:
- Go to Settings → Data → Export
- Select fields to include
- Apply filters
- Choose format
- Download
What's Included
Trade Data:
- Symbol, direction, quantity
- Entry/exit dates and prices
- P/L, fees, net profit
- Strategy, tags, notes
Analytics Data:
- Calculated metrics
- Daily summaries
- Strategy breakdowns
Filtered Exports
Export specific subsets:
- Date range
- Specific strategies
- Winners only / Losers only
- Specific symbols
Scheduling Exports
Pro feature: Automatic exports
- Go to Settings → Data → Scheduled Export
- Set frequency (daily, weekly, monthly)
- Choose format and fields
- Enter email for delivery
Using Exported Data
In Excel:
- Open CSV directly
- Use pivot tables for analysis
- Create custom charts
In Google Sheets:
- Upload CSV to Drive
- Import with formula: =IMPORTDATA(url)
For Tax Purposes:
- Filter by tax year
- Include all fields
- Keep for records
Data Portability
Your exported data can be:
- Imported to other journaling apps
- Used for custom analysis
- Shared with mentors (carefully)
- Backed up for safety
Tips
- Export monthly for backup
- Keep multiple formats for flexibility
- Verify data after export
- Secure sensitive files with encryption