Exporting your data

Jorg AI lets you export your trade history as a CSV file for record-keeping, tax reporting, or custom analysis.

How to export:

1. Go to the Portfolio page (/portfolio)
2. Scroll down to the Trade History section
3. Click the Export CSV button
4. A .csv file will download to your computer

What's included in the export:

• Symbol and asset class
• Entry and exit prices
• Entry and exit dates
• Quantity traded
• Realized P&L (profit/loss in dollars)
• Realized P&L percentage
• Whether it was a day trade

Use cases:

• Tax reporting: Import into tax software or share with your accountant
• Performance analysis: Open in Excel or Google Sheets to create custom charts and calculations
• Record keeping: Maintain an offline backup of your trading activity
• Strategy review: Analyze patterns in your winning and losing trades

The export includes all trades in your history, regardless of status (open or closed).