CSV Export
Export your trades as a CSV file for use in spreadsheet applications like Excel or Google Sheets.
- Compatible with all spreadsheet software
- Includes all trade fields and custom tags
- Easy to filter and analyze
- Supports bulk data manipulation
JSON Export
Export in JSON format for programmatic access or integration with other tools.
- Preserves data structure and relationships
- Ideal for developers and custom integrations
- Includes metadata and timestamps
- Easy to parse and process
PDF Report
Generate a formatted PDF report with charts and statistics.
- Professional presentation format
- Includes performance charts and graphs
- Perfect for sharing with mentors or investors
- Customizable date ranges and filters
Step 1: Access Export Options
Navigate to your Trading Journal and click the "Export" button in the top right corner of the page.
Step 2: Select Date Range
Choose the date range for your export. You can select:
- All time (complete trading history)
- Current year
- Current month
- Custom date range
Step 3: Apply Filters (Optional)
Optionally filter your export by:
- Specific symbols or instruments
- Trade direction (long/short)
- Win/loss status
- Custom tags
- Minimum/maximum trade size
Step 4: Choose Export Format
Select your preferred export format (CSV, JSON, or PDF) and click "Export". Your file will be downloaded automatically.
Include Screenshots
For PDF exports, you can choose to include trade screenshots. Note that this will increase file size significantly.
Include Notes
All export formats can include your trade notes and journal entries. This is enabled by default.
Include AI Insights
Export can include Ascentio AI analysis and insights for each trade. Available for CSV and PDF formats.
Include Performance Metrics
PDF exports can include summary statistics, performance charts, and win/loss analysis for the selected period.
Setting Up Scheduled Exports
Pro and Enterprise users can schedule automatic exports:
- Go to Settings → Data & Privacy
- Click "Scheduled Exports"
- Choose frequency (daily, weekly, monthly)
- Select export format and options
- Enter email address for delivery
Export Delivery
Scheduled exports are automatically sent to your email address. You can also configure cloud storage integration to save exports directly to Dropbox, Google Drive, or OneDrive.
Regular Backups
Export your data regularly (at least monthly) to maintain a backup of your trading history. Store exports in multiple locations for redundancy.
Version Control
Include the date in your export filenames (e.g., "trades_2025_01.csv") to maintain a historical record of your data.
Data Privacy
Exported files contain sensitive trading information. Store them securely and avoid sharing them publicly or via unsecured channels.
Tax Preparation
Export your annual trading data at year-end for tax preparation. CSV format is ideal for sharing with accountants.
Export Failed or Incomplete
If your export fails or appears incomplete, try reducing the date range or removing filters. Very large exports (10,000+ trades) may need to be split into smaller chunks.
File Won't Open
Ensure you're using compatible software for the file format. CSV files require spreadsheet software, JSON files need a text editor or JSON viewer, and PDF files need a PDF reader.
Missing Data
Check your export filters and date range settings. Some data may be excluded based on your filter criteria.
Large File Size
If your export file is too large, consider excluding screenshots or splitting the export into multiple date ranges.