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.
Importare in Trandence
- Apri Trandence e vai alla pagina Operazioni.
- Clicca su Importa Operazioni in alto a destra e seleziona Carica CSV.
- Choose TradeZero and match your CSV’s timezone.
- Carica il file salvato.
- 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.
- Clicca su Importa e Rivedi Riepilogo per terminare.
📎 Download a sample TradeZero CSV file to see the expected format.
Hai Bisogno di Aiuto?
Se il tuo file non si carica, o se il broker ha aggiornato il formato di esportazione, contattaci a [email protected]. Ti aiuteremo a sincronizzare i tuoi dati!