With our straightforward guide, you can easily import your trades from TradeZero into TradeZella. Follow these steps to ensure your trading data stays accurate and up-to-date.
Exporting trade data from TradeZero into a file
Log into the TradeZero.co customer portal.
Click on the "Portfolio" tab
Under the "Portfolio" tab, navigate to "Trades."
Select the date range of trades you wish to export.
Once the trades are displayed, click on the "Excel" icon to export them as a CSV file.
Uploading the exported file into TradeZella
Visit the TradeZella Add Trade page here or by clicking the “Add Trade” button on the sidebar.
On the Add Trade page, click “Add New Account” if you’re creating a new account for these trades.
If you’re uploading trades to an existing account, simply click on the “Add Trades” button in the account field:
On the Add New Account page, select TradeZero as the broker and click Continue.
Next, select the File Upload method and click Continue again.
On the final step, select the timezone of the file and upload the file. The system will handle the rest.
Common Errors
Verify that the CSV file contains your trade data before uploading.
Ensure the exported CSV file includes the following headers:
Account | T/D | S/D | Currency | Type | Side | Symbol | Qty | Price | Exec Time | Comm | SEC | TAF | NSCC | Nasdaq | ECN Remove | ECN Add | Gross Proceeds | Net Proceeds | Clr Broker | Liq | Note
An example is attached below for your reference.
Importing your trades from TradeZero 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!
If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!