Settings

Exporting Your Trading Data and Reports

Guide to exporting your trade history, reports, and analytics for tax purposes or external analysis.

Practice—Process makes it easy to export your data for taxes, accounting, or further analysis. This guide covers all export options.

Accessing Export Options

Navigate to Settings → Import/Export → Export Data

Available Export Formats

Trade History (CSV)

Exports all trades with:

Date and time

Symbol and direction

Entry/exit prices

Quantity and P&L

Fees and commissions

Tags and notes

Tax Reports (PDF/CSV)

Generates IRS-ready reports:

Schedule D format for US traders

8949 worksheet data

Wash sale adjustments

Long-term vs short-term gains

Journal Entries (JSON/PDF)

Exports your session notes:

Pre/post session entries

Trade annotations

Screenshot references

Emotional state logs

Analytics Data (CSV)

Exports calculated metrics:

Daily/weekly/monthly summaries

Strategy performance breakdowns

Behavioral correlation data

R-multiple distributions

Exporting for Tax Season

Step 1: Select Tax Year

Choose the calendar year for your report

Step 2: Select Account(s)

Include all relevant trading accounts

Step 3: Review Wash Sales

Practice—Process identifies potential wash sales. Review and confirm.

Step 4: Generate Report

Download your 8949-ready data or formatted PDF

Pro Tip: Automated Monthly Exports

Set up automated exports:

1Go to Settings → Scheduled Tasks

2Click Add Export Schedule

3Choose frequency and format

4Add email for delivery

Never worry about manual exports again.

Data Portability

Your data is always yours. You can export your entire account:

Complete trade history

All journal entries

Templates and settings

Historical analytics

We believe in full data portability with no lock-in.

API Access (Pro)

Pro users can access data programmatically:

RESTful API endpoints

Real-time webhooks

CSV streaming for large datasets

See our API documentation for integration details.