Exports, Saved Scenarios, and Cross-Tool Workflow

This guide covers how work moves in and out of CleaRank: exporting results, saving and reloading scenarios, and the deep links that pass values from one tool to the next. All 11 CleaRank calculators export to PDF and CSV, and so does the Trade Journal. Other tools vary, and several export JSON only.

Exporting your results

All 11 calculators export to PDF and CSV. Other tools vary, and several export JSON only. A few details are worth knowing before you pick a format:

• Calculators. All 11 calculators export their results to PDF and CSV, so a position-size plan or a pivot table can go straight into your own records.
• Trade Journal. Trade history exports as CSV, and a summary report exports as PDF, both covered in Exporting your journal below. The journal also imports CSVs from broker exports, including EU number formats, MT4/MT5 symbol suffixes, and timezone offsets. See Importing Trades from CSV.
• Slippage Auditor. Execution-quality reports export as CSV, JSON, and PDF.

Which tool exports which format

• PDF and CSV: all 11 calculators (Margin, Position Size, Pip Value, Profit and Loss, Risk and Reward, Breakeven Win Rate, Fibonacci, Pivot Points, Stop Loss, Trailing Stop, Trade Expectancy) and the Trade Journal.
• PDF, CSV, and JSON: Broker Analyzer, Slippage Auditor, Emerging Trends.
• PDF only: Candlestick Scanner, Rug Checker.
• Print to PDF from your browser, no CSV: Portfolio Visualizer.
• JSON only: Portfolio Generator, Portfolio Ideas, Prop Firm Auditor.

JSON is the machine-readable option: it keeps the full structure of a result, so it is what you want when you plan to re-import it later, feed it to a spreadsheet, or hand it to another program. A JSON-only tool is not a gap, it is a different format.

Exporting your journal

The Trade Journal header carries an Export button beside Ask Coach. Selecting it opens a small menu with exactly two items: Export CSV and Export PDF. Both act on the journal currently selected in the journal switcher, not on all of your journals at once.

Export CSV

Export CSV produces a comma-separated file of the selected journal’s trades, named for you, and it downloads immediately. This is the one to use when you want the full history, when you want to work on the data in a spreadsheet, or when you want to feed it into another tool.

Export PDF

Export PDF produces a report you can hand to somebody. It contains, in order:

1. A title reading “Trade Journal:” followed by the journal’s name.
2. A “Generated” line with the date and time.
3. A “Summary Statistics” block of eight figures: Total Trades, Win Rate, Profit Factor, Expectancy, Net P&L, Max Drawdown, Avg Win, and Avg Loss. Profit Factor prints as an infinity symbol with the note “no losses” when you have not had a losing trade yet.
4. A “Discipline (Tiltmeter)” line in the form “Score: 84% – 21/25 trades broke no rules”, shown when you have trading rules defined and closed trades to score.
5. A “Recent Trades (last 30)” table with the columns Date, Symbol, Side, Qty, Entry, Exit, P&L, and R.

The file is named after the journal and the date you exported it, so a folder of reports stays in order.

How to read the eight summary figures

The Summary Statistics block is the part somebody else will actually read, so it helps to know what each number is telling you:

• Profit Factor is gross wins divided by gross losses. Above 1.0 is net profitable, 1.5 or better is a comfortable edge, and below 1.0 means you are losing money.
• Expectancy is the average result per trade after costs. It has to be positive. Multiply it by the trades you take in a period to see what that period is worth.
• Win Rate is meaningless on its own and only makes sense next to the payoff ratio. At 1:1 you need better than 50 percent to break even, at 1:2 you need 33 percent, and at 1:3 you need 25 percent.
• Max Drawdown is the largest peak-to-trough fall in the account. Compare it against what you would actually tolerate. If you are practicing for a prop firm evaluation, those typically cap the drawdown somewhere between 4 and 10 percent.
• Avg Win against Avg Loss is your payoff ratio. Aim for 1.5 to 1 or better.
• Total Trades and Net P&L set the context for the rest. A strong Profit Factor over a handful of trades is not yet evidence of anything.

The same figures, with the charts behind them, live in Journal Analytics.

The per-journal menu

Each journal also has its own menu on the journal pill, offering Rename, Export CSV, and Delete. That Export CSV is the same export, scoped to that journal. You cannot delete your last remaining journal, and deleting a simulator-linked journal warns you that a new one will be created automatically the next time you close a simulator trade.

Saved scenarios

Every calculator has a Save Scenario button. A scenario captures the tool’s current inputs so you can reload the exact setup later from the Load menu, for example your standard EUR/USD sizing template or a margin check you run before every swing trade.

• Saved scenarios are part of Pro and Unlimited, with no set limit per tool.
• Scenarios are reloaded from the same tool’s Load menu, in one click.
• Calculators also have form memory, so your last inputs are remembered between visits even without saving.

Cross-tool deep links

The workbench is built so results move forward instead of being retyped:

• Calculator to simulator. Send a calculator result, such as a computed position size, into the simulator order ticket with the cross-tool action on the result card.
• Journal to Prop Firm Auditor. Audit any journal against prop-firm rule sets with one click; the auditor opens with that journal preselected.
• Portfolio tools to simulator. Deploy a generated or curated portfolio into the simulator as a basket of practice positions.
• Simulator to journal. Every closed simulator trade mirrors automatically into your Trade Journal, no export needed.

Calculators that read the chart

Inside the Trading Simulator, the chart has quick-access chips: Size, R:R, Pip, Margin, Stop, Trail, B/E, and Expect. Each opens an embedded mini-calculator that reads the live chart context, so the symbol and current price are already filled in. Results can be applied back to the order ticket, and the Fibonacci and Pivot Points calculators can draw their levels directly on the chart. Outside the simulator, the standalone calculators offer a live context banner with current prices, and they will not overwrite values you have edited by hand.

Frequently asked questions

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CleaRank tools are for education and analysis. Nothing in this guide is financial advice.