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.
Hover over "My Account" and click on "Account Overview."
Under "My Account," 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
Go to the TradeZella File Upload page.
Select the account where you want to upload this file. Choose "Tradezero" from the broker list. Upload the saved CSV file containing your trades.
TradeZella will handle the rest, ensuring your TradeZero trades are accurately imported.
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!
Need further support? Contact our support team at support@tradezella.com