# Create P&L Cards

Turn a dashboard period or live launch into a performance card, then export it as a shareable image or video.

> Source: https://docs.proxima.tools/live-settings/p-and-l-cards/
> Language: English
> Content version: sha256:b1c68a7bca97deb2f7e0a2cc543978b8923f83965ab3cba3ed07371e3474ba50

P&L cards present existing performance data without changing the account or submitting transactions.

1.  ## Open the card editor
    
    Dashboard: select a period in P&L Calendar, then **Share P&L Card**. Live Workspace: open the launch’s P&L card action.
    
    [Create and export a P&L card · Enlarge video](https://docs.proxima.tools/media/demos/done-live-pnl-card-dark.webm)
    
    Create and export a P&L card
    
2.  ## Choose the background
    
    Choose **Image** or **Video**, then select a background or upload your own. A video can be trimmed and muted before export.
    
     ![Image and video backgrounds in the P&L card editor](https://docs.proxima.tools/media/pnl-card-editor-dark.png)
    
3.  ## Customize the card
    
    **Settings** / **Customize**: add a username, choose a light or dark theme, then adjust currency, colors, chart lines and visible details. Live-launch cards can switch realized / unrealized P&L. Text contrast adapts automatically to the selected image or video.
    
     ![P&L card Settings and Customize controls](https://docs.proxima.tools/media/pnl-card-editor-dark.png)
    
4.  ## Export the card
    
    Image: **Copy** or **Download**. Video: click **Download**, then wait for rendering to finish.
    
     ![Download and Copy controls in the P&L card editor](https://docs.proxima.tools/media/pnl-card-editor-dark.png)
    

> **Information**
> 
> Uploaded image and video backgrounds are saved to the account and reappear in the background carousel. Use **Delete background** on an uploaded item to remove that saved asset. Enable **Animate P&L** in Settings to animate the displayed P&L value in an exported video; it does not change the underlying result.