Guides / Account & Billing / Exporting Your Data
Account & Billing 3 min read

Exporting Your Data

Download your full trade history as a CSV at any time. Your data is always yours.

How to Export

1

Go to the Trades Page

Click Trades in the sidebar to open the trade table.

2

Click Export

Look for the Export or Download CSV button in the toolbar above the trade table. Click it to begin the download.

3

Save the File

Your browser will download a .csv file containing all of your trades. The file is named with today's date for easy reference.

Note: The export includes all trades in your account regardless of any filters currently applied to the Trades table. To export a filtered subset, use the date range filter before exporting — only trades within the filtered range will be included.

What's Included in the Export

The exported CSV contains one row per trade with the following columns:

Column Description
tickerTraded symbol (e.g. NQ, ES, AAPL)
directionlong or short
enterPriceAverage entry price
exitPriceAverage exit price
quantityNumber of contracts or shares
enterTimeEntry timestamp (ISO 8601)
exitTimeExit timestamp (ISO 8601)
plP&L as recorded (manual override if set, otherwise calculated)
tagsComma-separated list of tag names
notesTrade notes (quoted if contains commas)
strategyAssigned strategy name, if any

Screenshot image data is not included in the CSV export. Screenshots are stored on the server and remain accessible through the app.

Using the Export with Excel or Google Sheets

Opening in Excel

In Excel, go to File → Open and select the CSV file. When the Text Import Wizard appears, select Delimited, set the delimiter to Comma, and set date columns (enterTime, exitTime) to Text format to preserve the ISO 8601 format.

Opening in Google Sheets

In Google Sheets, go to File → Import, upload the CSV, and choose Comma as the separator. Google Sheets handles ISO dates more reliably than Excel and usually doesn't require extra formatting steps.

Backing Up Your Data

We recommend exporting your trade history periodically as a personal backup. Monthly exports are a good habit — store them in a folder on your computer or cloud storage.

The export format is identical to the import format, so a backup file can be re-imported into RR Metrics at any time if needed.

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