Integrations
YCM Invest
Overview:
Automatically journal your trades from YCM Invest (via MT4/MT5) 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

YCM Invest

with

Tradezella

Importing Trades via Broker Sync

Getting your MetaTrader(MT4/MT5) account synced with TradeZella is straightforward. Follow these steps to ensure seamless import of your trading data:

Step 1: Visit the Broker Sync Page:

  • Go to the TradeZella broker sync page. You can access it directly here.
  • Alternatively, you can navigate to the broker sync page by hovering over the sidebar, clicking the "Add Trade" button, and selecting "Broker Sync."

Step 2: Select Your Broker and Input Details:

  • On the broker sync page, click "Add New Broker.”
  • Choose "MetaTrader4" OR “MetaTrader5” from the list of available brokers.
  • Leave the start date option blank to import all records or specify a custom start date if needed.
  • Select the broker/company name associated with your MetaTrader(MT4/MT5) account.
  • Enter the server name provided by your broker/propfirm.
  • Input your MetaTrader(MT4/MT5) login — typically a 6 to 10-digit number.
  • Input your investor password. (If the investor password doesn’t work, you can also try using a regular password if applicable.)
  • Select the specific TradeZella account you wish to sync with your broker account. If you leave the option set to "Create New Account," TradeZella will automatically create a new account to import your synced data.
  • Click "Connect" and agree to the terms and conditions.

Step 3: Track Sync Status:

  • TradeZella will begin syncing your account. Monitor the sync progress on the broker sync page here.

Pro Tip: Use the account filter in the top right corner of TradeZella to switch between accounts effortlessly.

Important Notes:

  • Investor Password: This is usually created automatically by your Forex broker. You can find it in the MetaTrader platform under the "Mailbox" tab or in emails from your broker/propfirm.
  • Troubleshooting: If you encounter issues, ensure you're using the correct credentials and server name. Try connecting with both your regular and investor passwords. Use a different browser if problems persist.
    • For more information on the investor password, you can refer to external resources like this article.

By following these steps, you can successfully sync your MetaTrader(MT4/MT5) account and have your trades automatically imported into TradeZella.

Importing Trades via File Upload Method

With our straightforward guide, you can easily import your trades from MT5 into TradeZella via the file upload method. Follow these steps to ensure your trading data stays accurate and up-to-date.

💡 Pro Tip: Want to effortlessly import your trades into TradeZella?

Good news! TradeZella fully supports MetaTrader 5 sync. Just head over to the Broker Sync page and follow the easy steps to connect your MetaTrader 5 account and have your trade imported automatically into TradeZella. Happy trading!

Exporting trade data from MT5 into a file

  • Open MetaTrader5 Desktop Application
  • In the MetaTrader Terminal window, select the History tab.
  • If you are having trouble locating the Terminal window, click on the search icon and type "History" to find and open it.

Step 3: Right-click in the history tab, select "Orders," and then choose the time period you want to export.

  • Options include "All History," "Last 3 Months," "Last Month," or a custom period of your choice.
  • Right-click in the History tab, select "Report," and then choose "HTML." Save the report as an HTML 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 "MT5 MetaTrader 5" from the broker list, and upload your saved HTML file. TradeZella will handle the rest.

Common Errors

  • The HTML file should be in the English language. To change the language to English, follow these steps:
    • Click on the "View" button located on the top bar.
    • In the dropdown menu, select "Languages."
    • Another dropdown menu will appear, allowing you to select the English language.

By following these steps, you can ensure that the HTML file is set to the English language.

  • In order to export the file, you need to download the broker/exchange-specific MT4/MT5 platform! For example, if you use forex.com with MT5, you need to download MT5 from forex.com!

By following these steps, you can ensure a seamless import of your trades from MetaTrader5 into TradeZella. Happy trading!

TradeZella is not affiliated with 

YCM Invest

. Any use of

YCM Invest

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

YCM Invest

.