TradeZella

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Hamza

Account Management Settings

Effortlessly manage your accounts with simple steps: add, delete, adjust balances, clear data, archive, and transfer data between accounts.

Account Management in TradeZella

In the TradeZella Pro Plan, you can add up to 50 trading accounts and track each account’s performance!

Creating an Account in TradeZella

Manage your TradeZella accounts by deleting / delete any accounts that are no longer needed.

Deleting an Account in TradeZella

Optimize Your TradeZella Account Management by archivng accounts.

Archiving Accounts in TradeZella

Setting / Adjusting account account | Initial balance for your account. Making deposit and withdrawal adjustments.

Setting Your Account Balance (Deposit/Withdrawal Amounts) in TradeZella

Learn how to switch between different profit calculation methods in TradeZella and understand the differences between them.

Different Profit Calculation Methods in TradeZella - FIFO, LIFO, Weighted Average

Learn how to remove all trades from a specific account.

How to Delete / Clear All Trade Data in Your TradeZella Account

Learn how to quickly change / rename your TradeZella account name from the Add Trade page in just a few simple steps.

How to Change Your Account Name

Manage Your Account within Tradezella

Learn how to set default commissions and fees per contract/share for your trades in TradeZella.

How to Set Default Commissions and Fees for Your Trades

Set breakeven range for your trades and enable the auto-close expired option trades feature.

Trade Settings Tab Explained

Learn how to configure breakeven settings for your trades in TradeZella.

How to Set Breakeven Range for Your Trades in TradeZella

Learn how to enable the feature that automatically closes expired option trades in TradeZella.

How to Auto Close Expired Option Trades

Learn how to customize your display settings, including currency and timezone, in TradeZella.

Global Settings Tab Explained

Learn how to change your Timezone (display timezone / Global Timezone) in TradeZella.

How to Change Your Timezone in TradeZella

Learn how to change your account currency in TradeZella.

How to Change Your Account Currency in TradeZella

Learn how to use tags to organize, track, and analyze your trades in TradeZella for better insights and improved trading strategies.

Tag Management in TradeZella

Learn how to create and delete tags and tag categories in TradeZella to keep your trading journal organized and efficient.

Creating and Deleting Tags and Tag Categories

Learn how to apply tags to your trades in TradeZella to better track and analyze your trading setups and mistakes.

Applying Tags to Trades

Learn how to effectively analyze your trades using tags in TradeZella to gain insights and improve your trading strategies.

Analyzing Tags

Learn how to access and manage the Import History on TradeZella to review details, undo imports, and troubleshoot errors effectively.

Import History on TradeZella

Set automatic Profit Target (PT) and Stop Loss (SL) rules in TradeZella. Save time and apply consistent trade risk settings instantly.

Setting Default Profit Target and Stop Loss for your Trades

General Tradezella Account Settings

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype integrations answer

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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