OS Trading Engine
Platform Guide
Transactions & History
Exporting Data

Exporting Data

Nexgent AI provides robust CSV export functionality for all trading data. Whether you need to analyze strategy performance in Excel, prepare tax reports, or backup your trade history, you can generate comprehensive data dumps directly from the dashboard or API.


Overview

You can export three primary types of data from the system:

Export TypeMethodScopeBest Use Case
Trading SignalsBackend StreamAll signals receivedStrategy & signal origin analysis
Historical SwapsBackend StreamCompleted trades (P&L)Performance metrics & tax reporting
TransactionsBackend StreamRaw wallet activityAudit trails & balance reconciliation

Export Workflows

Trading Signals

Export all signals matching your filters. This is ideal for analyzing which signal providers or strategy types (BUY, Hypersurge, etc.) are most frequent.

Dashboard Access:

  1. Navigate to Trading Signals.
  2. Apply filters (Token, Type, Date).
  3. Click Download CSV.
Signals Export
Signals page showing filter bar and CSV download button

Technical Details:

  • Endpoint: GET /api/v1/trading-signals/export
  • Filtering: Supports tokenAddress, signalType, and date ranges.
  • Streaming: Streams directly from the DB to handle millions of records without memory issues.

Core Export Features

1. Timezone & Currency

To ensure your tax reports match your local requirements, all backend exports support:

  • Timezone Adjustment: Specify your local timezone (e.g., America/New_York) to format timestamps.
  • Currency Preference: (Swaps Only) Choose between USD value at the time of trade or SOL denomination.

2. Performance Streaming

Backend exports (Signals, Swaps, & Transactions) use Node.js streams. This means:

  • The download starts instantly, even for large datasets.
  • There is no "pagination limit" for these exports; if you filter for a whole year, you get the whole year.
  • A 5-minute timeout applies to prevent hung processes on extremely large queries.

Best Practices

  • Filter First: To avoid timeouts and messy spreadsheets, use the dashboard filters to narrow your data to specific months or specific agents before clicking export.
  • Tax Preparation: For capital gains reporting, use the Historical Swaps export in USD. It provides the precise entry/exit pairs and cost basis required by most accounting software.
  • Backup Strategy: We recommend exporting your Agent Activity (Transactions) monthly and storing it in a secure location as a permanent audit trail of your wallet's on-chain movements.

Troubleshooting

ProblemCauseSolution
Export TimeoutDataset is too large (>500k rows)Narrow your date range filter.
Missing RecordsInclusive date range mismatchCheck if your "End Date" includes the final day of the period.
Wrong PricesIncorrect solPrice parameterEnsure you are using the latest SOL price if exporting in SOL currency.
CSV FormattingEncoding issuesNexgent uses UTF-8. Open files in Excel using "Import from Text/CSV" to preserve special characters.