Account Management in TradeZella | TradeZella Help Center

Learn how to efficiently manage your accounts in TradeZella, including how to add, delete, adjust balances, clear trades, archive accounts, and transfer data between accounts.

💡 Looking to sync or file upload from your broker?

Check out our Supported Brokers & Platforms Guide for step-by-step instructions on syncing your broker or using the file upload method. If your broker isn’t supported, the guide also explains how to manually upload your trades.

Accessing Account Settings

📌 Note: You can manage all your account settings directly from the Add Trade page.

Direct Link to Account Setting page.
Alternatively, you can access the account settings by clicking your profile icon in the bottom-left corner, selecting "Settings," and then navigating to the "Accounts" tab.

Adding or Deleting an Account

Adding an Account →

Click “Add Account.”
Follow the setup flow:
- Select your broker.
- Upload a file or sync your broker to complete the setup.
Once completed, a new account will be created for that broker.

Deleting an Account →

In the “Accounts” section, find the account you want to delete.
Click on the three dots next to the account name.
Select “Delete Account” from the dropdown.
Confirm the deletion.

💡 Deleting an account removes all associated data, including notes, tags, etc.

If you need more accounts but also don't want to lose existing data, consider archiving instead of deleting. Archived accounts keep your data accessible in read-only mode while also not counting toward your account limit. However, archived accounts can't be unarchived.

Archiving an Account

Click on the three dots (…) next to the account name.
Select “Archive Account.”
Follow the prompts to complete the archiving process.

🛑 Note: Archived accounts do not count toward your active account limit, and once an account is archived, it cannot be unarchived.

Clearing Trades from an Account

Click on the three dots (…) next to the account name.
Select “Clear Trades.”
Follow the prompts and complete the process.

⚠️ Warning: This action permanently deletes all trade data from the account.

Balance Adjustments (Deposit and Withdrawal Amounts)

Adjusting Account Balance →

Click on the three dots (…) next to the account name.
Select “Edit Balance” from the dropdown.
Click “Add Adjustment.”
Choose Deposit or Withdrawal, enter the amount, add a description, and specify the date and time.
Save your adjustment.

Editing or Deleting Adjustments →

To edit an adjustment, click on the pencil icon next to the adjustment.
To delete an adjustment, click on the trash can icon.

Transferring Data Between Accounts

Click on the three dots (…) next to the account name.
Select “Transfer Data.”
Choose the destination account for transferring data.
Complete the transfer process.

Following these instructions, you can efficiently manage your accounts within TradeZella.

If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!