Export a Notion trading journal to Excel: CSV, formulas or a finished report

Notion exports your journal as a CSV and stops there. Here is how to clean it up, summarise it, or skip the export and generate a report with charts.

A Notion trading journal is easy to write in and awkward to analyse. Notion has no charts for numbers and its database export is a plain CSV file, so most traders eventually want their trades in Excel. This page covers three ways to do it, from the free built-in export to a finished report with charts, and the problems you will meet on the way.

Option 1: Notion's own CSV export

Notion can export any database as a CSV file that Excel opens. The steps in the current app are:

Open your Trades database as a full page, not inside another page.
Click the three-dot menu in the top right and choose Export.
Pick the Markdown & CSV format, choose the view to export, and leave subpages and images off unless you want them.
Click Export, unzip the download, and open the CSV in Excel.

Menu labels change from time to time, so look for Export under the page's menu if yours differs. The export is a snapshot. It does not update, so you repeat it whenever you want a fresh copy.

What goes wrong with a Notion CSV in Excel

Problem	Cause	Fix
Odd characters or merged columns	Excel guessed the wrong encoding or delimiter	Use Data, From Text/CSV, and set UTF-8 and comma
Dates as text	Notion writes dates as readable text	Convert with DATEVALUE or the Text to Columns tool
Relation columns show page titles	A trade's Day link exports as the day page's name	Keep it as a label, or split it with Text to Columns
Numbers that will not add up	Currency symbols or spaces in the cell	Remove them with Find and Replace and re-format as numbers
Formulas become values	Notion formulas export their results only	Rebuild the calculations as Excel formulas
Tags in one cell	Multi-select values export as a comma-separated string	Split into columns or use COUNTIF with wildcards

Option 2: summarise the export with a few formulas

Once the numbers are real numbers, a short block of formulas gives you the headline figures. If the net result of each trade sits in column H from row 2 downward, these work in Excel and Google Sheets:

Trades: COUNT of the column.
Win rate: COUNTIF of the column for values above 0, divided by COUNT.
Profit factor: SUMIF of the column for values above 0, divided by the absolute value of SUMIF for values below 0.
Expectancy: AVERAGE of the column.
Average win and loss: AVERAGEIF above 0 and AVERAGEIF below 0.

Add a pivot table for net by weekday, by symbol and by setup, and a line chart of the running total, and you have a usable dashboard. The weak point is that you rebuild the export and the pivots every month, and the file drifts out of date the moment you add a new trade in Notion. Our metrics guide explains what each figure means.

Option 3: a report built from your trades

If the journal is written by AI Trading Journal, you can skip the export and the rebuild. The app already reads the trades in your journal, and the Export Report button turns them into an Excel workbook on demand.

Click Export Report in the left sidebar of the app.
Choose the account and a period: this month so far, last month, the last 30 days, or between two dates.
Save the .xlsx file where you like. Excel opens it with a Summary sheet, a Daily sheet, a Trades sheet and a Chart data sheet.

The Summary sheet shows fifteen key figures and six charts: cumulative P&L, daily P&L, net by weekday, net by close hour, net by symbol and the win/loss split. All of it is calculated by live formulas over the Trades sheet, so you can edit a row and watch the numbers change.

Your own note columns come with you. If you added a Setup, Emotion or Plan followed property to the Trades database, it appears as a column on the Trades sheet, and your Notes text comes across too. The app matches rows by ticket number, so a trade is never listed twice.

What the app does not do

It does not change anything in Notion. The report is a read-only copy.
It does not need a broker login, and it never places, changes or closes a trade.
The report is built from the journal on your PC. If the journal is missing trades that MetaTrader 5 has for the period, for example before the first full import, the app reads the missing ones from your terminal's history, so the report is complete. The terminal must be open and logged in to that account, and the source is stated on the Summary sheet.
It is a record you produced from your own trades. It is not audited or independently verified.

Which option should you use?

	CSV export	CSV plus formulas	Export Report
Setup	None	An hour first time	Install the app, journal as usual
Charts	None	You build them	Six, built for you
Repeatable each month	Yes, by hand	Yes, by hand	A few clicks
Keeps your Notion notes	Yes, as raw text	Yes, as raw text	Yes, as a column
Cost	Free	Free	Part of the $19.99 one-time app

For a few dozen trades a month the free route is fine. Once you journal every trade and want a report each month or each week, automation wins on time. The setup of the journal itself is in how to journal trades in Notion, and the free alternative to the app is the free journal template.

Frequently asked questions

How do I export a Notion database to Excel?

Open the database as a full page, use the three-dot menu, choose Export, pick Markdown and CSV, then open the CSV in Excel. Use Data, From Text/CSV if characters look wrong.

Can Notion make charts for a trading journal?

Notion itself has limited charting for numbers, which is why traders export to Excel. A report built from your trades gives you the charts without the manual export.

Does Export Report change my journal?

No. It only reads the trades in your journal and writes a separate Excel file.

What if my journal is missing some trades?

The first sync imports your account's whole history, so a gap is rare. If one remains, AI Trading Journal fills it from your MetaTrader 5 history, which it only reads, and notes the source on the Summary sheet. MT5 must be open and logged in.

Is the Excel report audited?

No. It is a self-reported record built from your own trades, not an audited or independently verified statement.

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