📈 Simple Portfolio

How to export your trades from Lynx

To export your trades from Lynx:

  1. Sign in to the Client Portal.
  2. Go to the “Reports” tab.
  3. Click on the “Flex Queries” tab.
  4. In the “Trade Confirmation Flex Query” section, click on the “+” (plus) sign to create a new query.
  5. Fill in a name of the query. It can be anything, e.g. “Trades.”
  6. Click on the “Trade Confirmation” button in the “Sections” section.
  7. Check “Select all” and save the settings by clicking on “Save” button at the bottom of the modal.
  8. Click on the “Continue” button at the bottom of the page.
  9. Click on the “Create” button on the next page and then “OK”.
  10. Now, click on the right arrow next to the new query to export it.
  11. Select your desired period, e.g. last 365 calendar days, and click on “Run” to export the trades.
  12. It allows you to export only one year at a time so if your portfolio is older, you will have to run the export for each year (with custom date range) separately.