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

Exporting trade data from ThinkorSwim into a file

• Launch your ThinkorSwim desktop application.
• Click on the "Monitor" tab located in the upper panel.
• Select "Account Statement" from the dropdown menu.

• Choose the date range for the trades you wish to export.

• Select "Transactions" next to the Cash and Sweep Vehicle row.
• Click on "Reset".

• Select the "Trade History" row and click the gear icon to the right.
• Choose "Customize" and then click "Load Defaults" to ensure all required fields are included for export.

• Click on the Actions menu located in the upper right header panel.
• Choose "Export to File".
• Save your file as a CSV (comma-separated value file).

Uploading the exported file into TradeZella

• Go to the TradeZella File Upload page.
• Select the account where you want to upload this file. Choose "Thinkorswim" from the broker list. Upload the saved CSV file containing your trades.

• TradeZella will handle the rest, ensuring your trades from ThinkorSwim are imported accurately.

Importing your trades from ThinkorSwim 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!

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