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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

📥 This month's trades only
📥 Specific symbol performance
📥 Tagged trades analysis
📥 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