TradeZella

Understand Your Stats in TradeZella Reports Overview

Reports Overview section

Reports - Calendar

Analyze your trades by day, month, time, and duration. Discover when you perform best and make smarter trading decisions.

Reports: Day & Time

Analyze your trading performance by symbol, instrument type, and price range. Identify your top markets and refine your strategy.

Reports: Symbol

Reports - Win vs Losses section

Reports - Compare section

Reports - Options section

Analyze trading performance by volume, position size, and R-Multiple to refine risk-taking and improve smarter risk management.

Reports: Risk

Analyze your trading performance across different playbooks to identify which strategies work best and refine your trading plan.

Reports: Playbook

Analyze trading performance with tags to see how labels (mistakes, emotions, conditions) affect results and improve trading behavior.

Reports: Tags

Learn how to use Filters, Date Range, and Account filters in TradeZella to analyze trades with precision and clarity.

Using Filters in TradeZella

Zella Insights helps you spot trade and day-level patterns, highlighting risks and missed opportunities to improve your trading. (Zella AI Insights)

Zella Insights

TradeZella generates a First Import Analysis when you upload your first file to a new account. View it in Reports → Recaps & Insights.

First Import Analysis in TradeZella

TradeZella sends automated weekly and monthly performance reports to your email. View all reports in Reports → Recaps & Insights.

Weekly and Monthly Performance Reports in TradeZella

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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