Table of Contents
TradeZero gives you fast US equity and options execution. What it does not give you is a deep review layer. Import your Portfolio Trades export into TraderInsight.pro and turn that history into stocks and options analytics with performance reports, tags, and AI analysis.
Why TradeZero traders use TraderInsight.pro
TradeZero is built for routing, fills, and PDT-aware day trading. The Portfolio Trades view shows what happened. It does not tell you which setups print, which sessions bleed, or whether your average winner is carrying a pile of scratch trades.
That gap matters for day traders: you can be flat on the day and still be running a losing process. A journal that tags setups, tracks session P&L, and answers plain-English questions about your own fills closes that loop.
What does TraderInsight.pro support from TradeZero?
TraderInsight.pro imports the TradeZero web portal Trades CSV (the download from the Excel export control). Supported today:
- Stocks and ETF fills
- Options fills (OCC-style symbols)
- Commissions and exchange fees from the export columns
- Account IDs for multi-account filtering
- And more as formats expand
Use the web customer portal export, not a desktop-terminal dump. Other journals and tax tools document the same Portfolio → Trades path.
How to export from TradeZero
- Log in to the TradeZero customer portal in your browser (tradezero.co).
- Open Portfolio.
- Open the Trades tab.
- Set the From and To dates for the range you want, then run the search so the trades load.
- Click the Excel export control at the top of the table. TradeZero downloads a CSV (even though the control is labeled Excel).
- Save the file as downloaded. Do not reformat columns.
How to import into TraderInsight.pro
- Go to the Import page.
- Drag and drop the CSV.
- Done. The format is recognized automatically. There is no mandatory broker selection step.
How to use your TradeZero data to improve
How to see which Equity sessions actually pay you
Use the trading calendar to spot days and weeks that carry the account versus days that only create activity. For active TradeZero traders, that view often matters more than a single win rate number.
How to separate A+ setups from noise
Tag fills by setup with strategy tags, then open a comparison report. Stack your labeled A+ trades against everything else and see whether size and frequency match what actually works for you.
How to review options and stock book side by side
Filter performance reports by asset class so short-dated options behavior does not hide (or inflate) your stock scalp results.
How to ask AI about your own TradeZero history
With AI analysis, ask questions like which symbols lose after a green open, or how P&L changes when you take more than a set number of trades before 10:00 ET.
Mobile access
The TraderInsight.pro mobile app has full feature parity on iOS and Android.
Support
If an export fails to parse, email the file to support. Missing a broker or format? Use request a broker.
Frequently Asked Questions
Does TraderInsight.pro support TradeZero?
Yes. Import the CSV from Portfolio → Trades in the TradeZero web portal.
What is the best trading journal for TradeZero?
TraderInsight.pro. Import Portfolio Trades, then use reports, tags, calendar, AI, and more on your stocks and options history.
How do I import my TradeZero trades?
In the TradeZero web portal go to Portfolio → Trades, set the date range, click Excel to download the CSV, then drop it on the Import page at https://app.traderinsight.pro/import.
Should I export from the TradeZero desktop app?
Use the web portal Portfolio → Trades export. That is the path other importers document for the fee and timestamp columns this format needs.
Does it support TradeZero options?
Yes. Options symbols in the Trades CSV are parsed as options orders.
Can I import multiple TradeZero accounts?
Yes. Account IDs from the file are preserved for filtering in reports.
Is there a mobile app?
Yes. Full feature parity on the TraderInsight.pro mobile app.
Can I use AI on my TradeZero data?
Yes. AI analysis answers questions about the trades in your journal.
