To ensure all routing fees, ECN rebates, and exact execution times are captured accurately, TradeZero users must export their history directly from the web-based back office, not the desktop terminal.
Exporting from the Web Portal
- Log in to the official TradeZero.co customer portal using your web browser.
- Click on the Portfolio tab in the main navigation menu.
- Within the Portfolio section, click on the Trades sub-tab.
- Use the calendar filters to specify the exact date range for the trades you wish to analyze.
- Once your history populates on the screen, click the Excel / CSV export icon located near the top of the data table.
- Save the downloaded file to your local drive.
Importing to Trandence
- Open Trandence and navigate to the Trades page.
- Click the Import Trades button in the top right corner and select Upload CSV.
- Choose TradeZero and match your CSV’s timezone.
- Upload your saved file.
- Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “TZ Main”). This is crucial if you track multiple brokerage accounts within Trandence.
- Click Import & Review Summary to finish.
📎 Download a sample TradeZero CSV file to see the expected format.
Need Help?
If your file fails to upload, or if the broker has recently updated their export format, please reach out to us at [email protected]. We’ll help you get your data synced smoothly!