Follow these straightforward steps to import your trades from ETRADE into TradeZella. We've streamlined the process for you.
Exporting trade data from ETRADE into a file
Log in to your ETRADE account on their website. Hover over "Trading" from the top navigation panel, and click on Power ETRADE from the drop-down menu.
Navigate to the "Account" tab and click on "Orders." Select your desired date range. Click the download button located on the right side of the window to save the file to your desktop.
Important Note for E*TRADE PRO Users: Please note that older trades may not have execution times because E*TRADE PRO does not include this data in its files.
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 E-Trade (Power E-Trade) 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.
Importing your trades from E*TRADE into TradeZella has been simplified into these few steps. By following them, you can efficiently manage and utilize your trading data within TradeZella.
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!