TradeZella

Enhance your note-taking experience with our latest update.

Introducing Our New and Updated Text Editor

Learn effective note management in your Notebook, including adding, deleting, and sharing notes and creating tags.

Organizing and Managing Your Notes Within Your TradeZella Notebook

Learn how to download or export your notes in PDF format from Notebook, Daily Stats, and Tracking pages.

How to Download Your Notes into a PDF File

Learn how to create and delete folders within your Notebook in TradeZella.

How to Create or Delete a Folder in the Notebook

Learn how to create a note-taking template in TradeZella.

How to Create a Default Template for Adding Notes

Learn how to share notes in TradeZella with others easily.

How to Share Your Notes

Learn how to efficiently add and remove tags from your notes to keep them organized in TradeZella.

How to Add and Remove Tags from Your Notes

Create trade notes before importing trades in TradeZella and link them later. Great for live journaling and delayed trade uploads.

Create a Trade Note Before Importing a Trade and Link It Later

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Create your workspace and invite the people you work with.

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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.

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

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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.

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