Permanently delete your account and all of your data — trades, journal entries, notes, settings, and your review. This cannot be undone. Backups are purged within 90 days.
Delete your account?
This permanently deletes your account and all of your data — every trade, journal entry, note, and setting. There is no undo. Backups are purged within 90 days.
Type DELETE to confirm:
How to Export Your Trades
Setting up your Flex Query (one-time setup)
1
Log in to Interactive Brokers
Go to clientportal.ibkr.com or open the TWS desktop app and log in to your account.
2
Navigate to Flex Queries
In the top menu go to Reports → Flex Queries Then click Activity Flex Query → Create to make a new query.
3
Configure the query
Under Sections, select Trade Confirmations only.
Under Trade Confirmations, click Select All to include every field.
⚡ Make sure to tick "Select All" — the dashboard needs Date/Time, Symbol, Buy/Sell, Price, Quantity, NetCash and Commission
4
Set the format and date range
Under Delivery Configuration:
• Format: CSV
• Date range: Last 30 days or custom
Under General Configuration:
• Date format: YYYYMMDD
• Time format: HH:MM:SS
• Include canceled trades: No
5
Save and run the query
Give the query a name like TradeJournal and click Save.
Then click the ▶ Run button next to your saved query and download the CSV.
Uploading daily
6
Upload to the dashboard
Drag and drop your CSV or click ⬆ Upload CSV in the top right.
• + Add More Days — merge new days with existing data
• ↺ Replace All — start fresh with a new file
📅 For daily tracking: run your Flex Query each evening after market close and click + Add More Days.
Exporting from Robinhood
1
Log in to Robinhood on desktop
Go to robinhood.com and log in. The CSV export is only available on the website, not the mobile app.
2
Go to Account → History
Click your account icon in the top right, then select Account → History. This shows all your past transactions.
3
Download your transaction history
Scroll to the bottom of the History page and click Download CSV.
The file will be named something like orders.csv or transactions.csv.
📋 Select the date range you want before downloading — Robinhood lets you filter by date range before exporting.
4
Upload to the dashboard
Drag and drop your downloaded CSV onto the upload zone or click ⬆ Upload CSV. The dashboard will automatically detect it as a Robinhood file.
⚠ Note: Robinhood exports don't include execution time — all trades will show 9:30am as a placeholder. P&L, win rate and all other stats are accurate.
What Robinhood data includes
Date
Symbol
Buy/Sell
Quantity
Price
Amount (Net)
Call/Put
Robinhood is commission-free so commission will show as $0. Execution time is not available in their export.
Exporting from Charles Schwab
1
Log in to Schwab on desktop
Go to schwab.com and log in to your brokerage account. The export is available via the website.
2
Go to Accounts → History
From the top navigation, click Accounts then select History. Make sure you're viewing the correct account if you have multiple.
3
Set your date range and filter
Use the date range picker to select the period you want to export.
Under Transaction Type, select Trade to include only your trade executions and filter out dividends and transfers.
📅 Tip: Export in smaller chunks (e.g. 30 days at a time) to keep file sizes manageable.
4
Export as CSV
Click the Export button (usually top right of the transaction table) and select CSV as the format. The file will download automatically.
5
Upload to the dashboard
Drag and drop your CSV or click ⬆ Upload CSV. The dashboard automatically detects Schwab's format.
⚠ Note: Schwab exports don't always include exact execution time — trades will show 9:30am as a placeholder. All P&L stats are accurate.
What Schwab data includes
Date
Action
Symbol
Description
Quantity
Price
Fees & Comm
Amount (Net)
Schwab's export format works for both their main platform and thinkorswim accounts.
Scalpers Journal
📂
Upload Your IB Flex Query
Drag & drop your CSV file here, or click to browse
