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Import TradeZero trades

Step 1: Log in to your TradeZero account.

Step 2: Click on the “Portfolio” tab

Import TradeZero trades — screenshot 1

Step 3: Under the “Portfolio” tab, navigate to “Trades.”

Import TradeZero trades — screenshot 2

Step 4: Select the date range of trades you wish to export.

S**tep 5: **Once the trades are displayed, click on the “Excel” icon to export them as a CSV file.

Import TradeZero trades — screenshot 3

Uploading the exported file into TradeReview

Section titled “Uploading the exported file into TradeReview”
  1. Visit the TradeReview import page here or by clicking the ”+” button on the sidebar.

2. Select Your Account

Section titled “2. Select Your Account”
  • Select the account to which you want to import trades

3. Select TradeZero

Section titled “3. Select TradeZero”

4. Select the file

Section titled “4. Select the file”