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How to Export Filtered Trade Data

Overview​

Download specific trades based on filters and criteria.

Steps​

1. Apply Filters​

On Trades page:

  • Set date range
  • Filter by symbol
  • Filter by tags
  • Apply other filters

Screenshot: Applied filters

2. Click Export​

Click "Export" button with filters active

Screenshot: Export button

3. Choose Format​

  • CSV
  • Excel
  • PDF

Screenshot: Format selection

4. Download File​

File downloads with only filtered trades

Screenshot: Download

Success!​

Filtered data exported!

Common Export Scenarios​

πŸ“₯ This month's trades only
πŸ“₯ Specific symbol performance
πŸ“₯ Tagged trades analysis
πŸ“₯ Profitable trades only

Quick Tips​

  • Filter first, then export
  • Name file descriptively
  • Keep for records
  • Use Excel for further analysis

Next Steps​

Troubleshooting​

Exporting all trades? Apply filters first
File too large? Narrow date range
Need help? Contact support@tradelyser.com