How to Export Your Closed P&L into an Excel Sheet – LeveX

Tracking your closed Profit & Loss (P&L) is essential for monitoring your trading performance. If you want to keep a record of your closed P&L in an Excel sheet, this step-by-step guide will help you do it quickly and efficiently.

Step 1: Log In to Your LeveX Account

Go to the LeveX website and log in to your account.
Navigate to the "Closed P&L" section

Step 2: Select Contracts

If you need the P&L history for specific contracts, choose them from the dropdown menu.\
If you want the P&L history for all contracts, choose the option to ALL.

Step 3: Select the Period

Choose the starting date (the date from which you want to pull your data) & Select the ending date (up to the current date or any specific day).

Step 4: Prepare Your Excel Sheet

Open Microsoft Excel (or any spreadsheet software like Google Sheets).
In the first row, input the following column headers as shown below

Step 5: Copy your Closed P&L Data

Step 6: Paste Data in your Excel Sheet

Note: If the data stays in one cell, go to Data → Text to Columns → Select Delimited → Choose Comma (",") → Click Finish.

By following these steps, you can efficiently copy and organize your closed P&L in Excel, making it easier to track and analyze your trading performance.