Importing your trades from Quantower into TradeZella is straightforward. Follow the simple steps below to seamlessly transfer your trading data. Open the Quantower desktop application.
Exporting trade data from Quantower into a file
Open Quantower Desktop Application
From the Quantower menu, select "TRADES".
On the trade tab, select the date range for the export.
Right-click on the "Trade" tab, and a dropdown menu will appear.
From the dropdown menu, click "Export data", and a popup will appear.
In the popup, check all columns and ensure you have selected "comma separated."
Click on the "EXPORT FILE" button to download the 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 Quantower 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
Incorrect Date Format Selection: Ensure that you have selected the correct date format during the upload process.
Incorrect Headers in the Exported file: It's important to ensure that the exported CSV file has the following headers:
Account | Date/Time | Symbol | Description | Symbol type | Expiration date | Strike price | Side | Order Type | Quantity | Price | Gross P/L | Fee | Net P/L | Trade Value | Trade ID | Order ID | Position ID | Connection | Comment | Exchange.
Sample File: If your still file fails to upload, please make sure it matches the sample Quantower export below. If it does not match, you may have missed an import step or are uploading the incorrect file format.
Importing your trades from Quantower 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!🚀
A sample file with some data is attached for your reference.
If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!