Exporting CSV

On the Lifetime tab, the Export CSV button downloads a CSV of every row currently visible in the table — your current view, after whatever filters you’ve applied. Each account is shown by its display name (your rename if you set one, otherwise the broker’s label), with the per-account ID in its own column.

If you instead want the firm-scoped, whole-data version — every account of one or more brokers, regardless of your current filters — use the Financials (Excel) targeted download under Settings → Privacy.

What’s in the file

9 columns:

1. Account (display name — your rename, or the broker’s label)
2. Account ID
3. Firm (broker name)
4. Type
5. Status
6. Start Date
7. Spent
8. Received
9. Net

Filename

accounts-lifetime-YYYY-MM-DD.csv — dated with today’s date so you can keep multiple snapshots side by side.

What’s not in the file

Tags aren’t exported. Daily P&L or trade-level data isn’t exported either — this is account-level totals only. If you need a full per-day export, contact support.