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Directly in the Apex website.

The Gain/Loss log within Tradier provides a full P&L. It can be copied and pasted into Excel for manipulation. Here are the columns: Gain Loss Symbol Quantity Cost Proceeds G/L ($) G/L (%) Close Date Term I also just discovered that a custom date range P&L PDF can be created in the Apex website. Thanks @ChadK for the heads up.

You are able to download transactions directly from Apex. I do this through TradeLog, which is what I use for trading tax accounting. You can also do a Quicken export. Within the website, you can display activity and export it as a CSV, which includes the columns: Type Trade Date Settle Date Symbol Description Trade Action Qty Price Net Amount In addition, you can get PDFs of confirmations (daily summaries of executed trades), as well as monthly PDF statements. Both include trade details.

As for me, currently I use IB. I understand your point. The facts are: As reported in this thread, execution times and overall order routing quality between IB and Tradier seems to be the same. pros: * Commissions. Tradier can save tons of money we spend on commissions; * REST API in Tradier is much much better than that in IB. TWS API is a pain to work with; * No intermediate platform in-between compared to ONE -> TWS -> IB Server; * We can choose a platform that is fully integrated with the broker, unlike ONE / IB which only capable of sending orders to IB and nothing more (and I am not a big fan or using TWS directly to place option orders). So, trading process in Tradier can be more convenient. cons: * No Portfolio Margin at Tradier; * Native Tradier Web interface does not group option legs together in any way; * As far as I understand, currently they only allow to trade stocks and options on stocks, EFT's and indexes. So the range of tradeable products is quite limited; * Tradier is a new broker, without historical track record. So reliability and security issues is not fully known at this point. So, right now I would not rush to open an account at Tradier (actually I can not, since I am not US Citizen). But I watch them closely. For me modern REST API alone is a big plus - if it allows me to easily write scripts to scan for some patterns in options, and there is no limitation of 100 simultaneous realtime tickers as in IB (need to investigate this further), I may consider opening a small account in Tradier to take advantage of their API.