Exporting Journal Data

Download Your Trade Data

PatternPilotAI lets you export your journal entries so you can analyze them in spreadsheet software, import them into other tools, or keep a local backup. Here is how to export your data.

Step 1: Go to the Journal Page

Navigate to the Journal section from the app sidebar or main navigation. You need to have at least one journal entry to export.

Step 2: Click the Export Button

Look for the "Export" button near the top of the journal page, typically next to the filter and sort controls.

Step 3: Choose Your Export Format

You have two format options:

CSV (Comma-Separated Values)

Best for spreadsheet software like Microsoft Excel, Google Sheets, or Apple Numbers. CSV files can be opened directly and the data appears in rows and columns.

The CSV export includes one row per journal entry with columns for:

  • Date, Asset, Direction, Entry Price, Exit Price
  • Quantity, Stop-Loss, Take-Profit
  • Fees, P&L, R:R Ratio
  • Tags, Notes
  • Linked Analysis ID (if applicable)

JSON (JavaScript Object Notation)

Best for developers or for importing into other software tools. JSON preserves the full data structure including nested fields.

The JSON export includes all journal entry fields in their original data format, making it ideal for programmatic processing or integration with other trading tools.

Step 4: Select a Date Range (Optional)

By default, the export includes all journal entries. You can optionally narrow the export by selecting a date range:

  • Start Date - Only include entries from this date forward
  • End Date - Only include entries up to this date

This is useful when you want to export data for a specific month, quarter, or trading period.

Step 5: Download

Click "Download" and the file will be saved to your computer's default download location. The file name includes the date range and format, such as "journal-export-2025-01-01-to-2025-03-31.csv".

What to Do with Your Exported Data

Spreadsheet Analysis

Open the CSV file in Excel or Google Sheets to:

  • Create custom charts and visualizations
  • Calculate additional metrics not shown in the app
  • Filter and sort your trades in ways specific to your needs
  • Share your performance data with a mentor or trading group

Backup Your Data

Export your journal periodically as a personal backup. While PatternPilotAI stores your data securely, having a local copy gives you additional peace of mind.

Integration with Other Tools

Use the JSON export to import your trade data into:

  • Other trading journal platforms
  • Custom analysis scripts
  • Portfolio management software
  • Tax reporting tools

Tips

  • Export regularly as part of your monthly trading review routine
  • Use date ranges for focused analysis of specific trading periods
  • CSV is usually the simplest choice unless you have a specific need for JSON format
  • Both formats include all your data so you do not lose any information by choosing one over the other

Note: Journal export is available to Pro subscribers. Upgrade to Pro to access this feature.

Still need help? Contact us