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Docs/Broker Export Guides/TradeZero

TradeZero CSV Export Guide

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Trading platformsCompare direct sync and supported imports.CSV trade importImport broker exports into your journal.Obsidian pluginUse Journalit inside your vault.Trading journal templateSee the default vault structure.MetaTrader journalUse MT4 sync or import MetaTrader statements.

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OverviewWhat Journalit expectsExport trades from TradeZeroOpen the export areaChoose the trade history you wantExport as CSVDownload the fileVerify the file quicklyQuick validation before importTroubleshootingNext steps

Export TradeZero trades for Journalit as a plain CSV file. This guide uses the CSV export path and avoids the Excel-style XLSX statement format that does not match the importer.

Bottom line

Export from TradeZero as CSV. Do not use the XLSX or Excel statement export for Journalit imports.

Overview

CSV only

TradeZero may offer more than one export format, but Journalit expects the CSV version.

Quick verification helps

A fast check of the first row and file extension catches most import issues before you waste time.

Date range matters

If the export looks incomplete, the selected history window or account filter is usually the reason.

Keep the raw file

Do not convert, clean up, or resave the export before import unless you are deliberately troubleshooting.

What Journalit expects

Preferred format
Do not use
Expected first row
Expected separator
Best practice

Most common mistake

If the file will not import, check the extension first. A file opening in Excel is not the problem. A file actually saved as .xlsx instead of .csv is the problem.

Export trades from TradeZero

Open the export area

Sign in to the TradeZero platform, then go to the area where your trade history is available. Depending on the interface, this may be under Reports, Account, Trade History, or Executions.

Choose the trade history you want

Set the date range you want to export and confirm you are looking at the correct account or filtered history before downloading the file.

Export as CSV

Select CSV as the export format.

Do not choose XLSX, Excel, or a statement workbook format.

Download the file

Click Export or Download and save the file to your computer.

Verify the file quickly

Before importing, confirm the downloaded file is actually a .csv and that the first row contains column headers such as date, symbol, side, quantity, and price.

Quick validation before import

Correct extension

The file ends in .csv, not .xlsx.

Headers on row one

The first row contains field names, and trade data starts after that.

Comma-separated structure

If opened in a text editor, the file looks like normal comma-separated CSV data.

Expected history range

The exported rows match the date range and account you intended to export.

Troubleshooting

Next steps

Import the TradeZero file

Continue to the Trade Import guide to map, preview, and import the exported file into Journalit.

Trade import for your trading journal

See how broker exports become mapped, validated, and imported into Journalit.

Obsidian trading journal workflow

See how imported trades become notes, screenshots, dashboards, and reviews in your own vault.

All broker export guides

Compare supported broker export paths and choose the right file before importing.

Browse other broker guides

Need another platform as well. Return to the broker export hub.