Export your data

Your data leaves SleeveFolio as downloadable files from several pages:

• Orders → CSV: your order history — every completed order (up to the most recent 10,000) plus anything still open — from the Export CSV button on the Orders page (shown on the Cancelled tab). The export always covers that full history, even when the Orders page itself shows only your newest 500 orders and whatever its symbol and side filters are set to
• Positions → CSV: your current holdings (symbol, quantity, average cost, market value, and unrealized profit or loss) from the Positions page header
• Positions → lots CSV: your still-open purchase lots (symbol, purchase date, quantity, per-share cost, total cost basis, and the wash-sale flag), from the Export lots CSV button in the Positions page header — handy at tax time. Lots are rebuilt from your synced trade history first-in, first-out (FIFO — the oldest shares are treated as sold first), which may differ from the lot-matching method on your broker’s 1099
• Reconciliation → JSON: the last 7 days of broker-sync runs for the account you’re currently trading (paper or live), with each run’s drift, from the Reconciliation page header
• Audit log → JSONL: your audit history, one record per line, from the Audit page header. The export covers the time range picked at the top of the page, which starts on Last 24h, so choose All time first to get your full retained history. Entries are only ever added, never changed after the fact, so the export is a faithful record of what happened. Note that audit history is kept for 30 days on Free and 7 years on Pro (routine clean broker checks: 90 days), so the export reaches back only as far as your plan retains
• Settings → JSON: every setting on Risk & Caps, Strategies, and Universe, the symbols in your universe included, as one readable file you can keep, share, or use to restore your setup on a new account, with a reviewed import to bring it back. Export it from Settings → Account (or one tab’s worth from that tab). See Export & import your settings

Why these formats

CSV opens in a spreadsheet, right for tabular order and position data. JSON and JSONL keep every detail of each record exactly as stored (nothing trimmed to fit spreadsheet rows), right for long-term archiving, or feeding into your own tools or database.

Scope

Exports cover your account only and run on demand in the browser: the file downloads immediately; you never wait for an email link. Export anytime; it’s particularly worth doing before deleting your account, since you can’t export anything once the account is gone. For the audit log, export with All time selected so the file holds everything your plan retains.

The Orders and Positions CSVs are pulled live from your connected broker for whichever environment is active (paper or live), so you need your Alpaca keys connected, without them the export shows an error instead of a file. The audit log and lots exports need no broker connection — the lots file is rebuilt from the trade history SleeveFolio has already synced for your active environment.