Export your data and delete your account

You can take your own data out of DocStoX at any time, on any plan, including after you have cancelled Pro.

Export your data#

• Portfolio holdings: from Portfolio, export your holdings as a CSV file with quantity, average cost, current price and profit and loss.
• Transactions: export your full transaction ledger as a CSV file, covering every trade you have recorded, not only what is currently shown on screen.
• Capital gains: export a capital-gains report as a CSV file, split by the pre- and post-23 July 2024 tax rate change. This report is an estimate for your own reference, not tax advice; the file carries the same note the on-screen report does.
• Research notebook: from Notebook, export your saved notes as Markdown.

Delete your account#

DocStoX does not currently have a self-serve "delete my account" button. To have your account deleted, email [email protected] (opens in a new tab) from the address on your account and ask for it to be deleted. Deleting your account removes your personal data; DocStoX keeps what it must for legal or accounting reasons (such as billing records), and for as long as needed to comply with those obligations, per the privacy policy.