With our straightforward guide, you can easily import your trades from Tastyworks into TradeZella. Follow these steps to ensure your trading data stays accurate and up-to-date.
Exporting trade data from Tastyworks into a file
Open the TastyWorks desktop application.
Ensure you are using the desktop application, not the web browser version.
Click on the History Tab (clock icon).
Click on the "Transactions" button located on the left side of the screen.
Ensure the year-to-date button is not selected.
Select the desired time period using the date filter.
On the right side of the screen, click on the "CSV" button.
Save the downloaded CSV file to your desktop.
Uploading the exported file into TradeZella
Go to the TradeZella File Upload page.
Select the account where you want to upload this file. Choose "Tastyworks" from the broker list. Upload the saved file. The system will take care of the rest.
Common Errors
Ensure your CSV file includes the following headers in this exact format:
Date | Type | Action | Symbol | Instrument Type | Description | Value | Quantity | Average Price | Commissions | Fees | Multiplier | Root Symbol | Underlying Symbol | Expiration Date | Strike Price | Call or Put | Order #
If your CSV file fails to upload, verify that it matches the sample Tastyworks export provided. Ensure all required columns are correctly formatted and populated.
Importing your trades from Tastyworks into TradeZella is designed to be user-friendly and efficient. By following these steps, you'll maintain accurate trading records and gain insights to optimize your trading strategies. Happy trading!
Need further support? Contact our support team at support@tradezella.com