Integrations
Tastytrade
Overview:
Automatically journal your trades from Tastytrade (formerly Tastyworks) by adding your trades with our easy methods!
Visit partner:
Documentation:
Support:
Stocks
Options
Forex
Futures
Crypto
Method:
File Upload
Auto Sync
Manual

How to Use

Tastytrade

with

Tradezella

With our straightforward guide, you can easily import your trades from Tastytrade into TradeZella. Follow these steps to ensure your trading data stays accurate and up-to-date.

Exporting trade data from Tastytrade into a file

  • Open the Tastytrade desktop application.
  • Ensure you are using the desktop application, not the web browser version.
  • Click on the History Tab (clock icon).
  • Click on the "Transactions" button located on the left side of the screen.
  • Ensure the year-to-date button is not selected.
  • Select the desired time period using the date filter.
  • On the right side of the screen, click on the "CSV" button.
  • Save the downloaded CSV file to your desktop.

Uploading the exported file into TradeZella

  • Go to the TradeZella File Upload page.
  • Select the account where you want to upload this file. Choose "Tastytrade"/"Tastyworks" from the broker list. Upload the saved file. The system will take care of the rest.

Common Errors

  • Ensure your CSV file includes the following headers in this exact format:
    • Date | Type | Action | Symbol | Instrument Type | Description | Value | Quantity | Average Price | Commissions | Fees | Multiplier | Root Symbol | Underlying Symbol | Expiration Date | Strike Price | Call or Put | Order #
  • If your CSV file fails to upload, verify that it matches the sample Tastytrade export provided. Ensure all required columns are correctly formatted and populated.

Importing your trades from Tastytrade 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!

TradeZella is not affiliated with 

Tastytrade

. Any use of

Tastytrade

's name or logo on this website is for informational purposes only and does not imply endorsement or sponsorship by

Tastytrade

.