Export a CSV from the TradeZero customer portal, then upload it in Rize Trade under Add Trades > File upload with broker set to TradeZero.
For the general import flow across all brokers, see How to import your trades.
Export your trades from TradeZero
Download a CSV from the TradeZero.co customer portal before you upload.
- Log in to the TradeZero.co customer portal.
- Go to Portfolio > Trades.
- Select the date range you want to import.
- Click the Excel icon to export a CSV file.
Warning: Keep the original column headers from TradeZero. If headers are renamed or removed, the upload can fail. A full TradeZero export commonly includes: Account, T/D, S/D, Currency, Type, Side, Symbol, Qty, Price, Exec Time, Comm, SEC, TAF, NSCC, Nasdaq, ECN Remove, ECN Add, Gross Proceeds, Net Proceeds, Clr Broker, Liq, Note.
Upload the file in Rize Trade
For the general upload flow, see How to import your trades. TradeZero-specific settings:
- Accepted files: CSV or TXT, up to 50 MB.
- Comma-separated and tab-separated files both work. If the first line contains tabs, Rize Trade reads the file as tab-separated.
- If the file is over 50 MB, split the date range and upload smaller pieces. See how to break up your import file.
After upload, open Settings > Import History to confirm status, trade count, and duplicates. See View Import History Logs.
Tip: If dates look shifted after a successful import, check the time zone setting and re-upload. See why entries and exits land on the wrong dates.
Columns Rize Trade needs
These six headers must appear exactly as written, including capital letters. Every imported row needs a value in each of them.
| Column | What it is used for |
| --- | --- |
| T/D | Trade date. Combined with Exec Time to build the full timestamp. |
| Side | Buy or sell direction (see Side values below). |
| Symbol | Ticker symbol. |
| Qty | Share quantity. Fractional shares are allowed. |
| Price | Execution price. |
| Exec Time | Execution time of day. Combined with T/D. |
TradeZero rows are stored as stock trades, except OCC-style option symbols (for example XSP260205C00708000), which are stored as options.
Side values
Rize Trade maps the Side column like this (case does not matter):
B,BUY,BOT,BC(buy to cover),COVER,BUY TO COVER,BTOorBTCmap to buyS,SELL,SLD,SS(short sell),SHORT,SELL SHORT,STOorSTCmap to sell- Any other value is not recognised, and the row is skipped
Date and time
Each fill's timestamp is built by joining T/D and Exec Time.
Optional fee columns
These fee headers are optional. When present, Rize Trade uses them for commission and fee totals.
| Column | How it is applied |
| --- | --- |
| Comm | Commission (absolute value). |
| SEC | Added into transaction fees. |
| TAF | Added into transaction fees. |
| NSCC | Added into transaction fees. |
| Nasdaq | Added into transaction fees. |
| ECN Remove | Added into ECN fees with ECN Add. |
| ECN Add | Added into ECN fees with ECN Remove. |
Fee amounts are read as absolute values. Transaction fees = SEC + TAF + NSCC + Nasdaq. ECN fees = ECN Remove + ECN Add.
When a row is skipped
A row is left out of the import when any required cell is blank, when Side is not a recognised value, when Qty is not a number above 0, when Price is not a number or is 0, or when T/D + Exec Time does not form a valid date and time. The one exception to the price rule is an option that expired worthless: TradeZero writes it at a price of 0 with the note "Option expire", and Rize Trade keeps it to close the position. Fix those cells in a fresh TradeZero export and upload again.
Fix common import errors
When something is off, Rize Trade shows a clear message. TradeZero-specific rejections are below. For generic errors (file too large, wrong file type, empty file, missing account or time zone), see Fix any import problem. After a failed run, check status under Settings > Import History. See Import queued or something went wrong.
Invalid TradeZero file: Missing required columns
Message: Invalid TradeZero file: Missing required columns.
Cause: One or more of T/D, Side, Symbol, Qty, Price, or Exec Time is missing from the header row.
Fix: Export again from Portfolio > Trades with the Excel/CSV export so the original headers stay intact. Do not rename those six columns.
Cash activity report instead of trades
Message: starts with This TradeZero file is the cash activity report (deposits, withdrawals and fees), which has no trades in it.
Cause: The file is the account cash report (it has Deposit and Withdraw columns), not the trades report.
Fix: Export the trades report from Portfolio > Trades instead. It has the T/D, Side, Symbol, Qty, Price and Exec Time columns.
No valid trades found in the file
Message: No valid trades found in the file.
Cause: Headers may be present, but every data row was skipped: blank required fields, an unrecognised Side, non-numeric or zero Qty or Price, or invalid T/D + Exec Time values.
Fix: Open the file and confirm each trade row has values in all six required columns, with readable dates and times and numeric quantity and price. Export a cleaner range from TradeZero if needed.
Failed to parse TradeZero file
Message: starts with Failed to parse TradeZero file plus a short reason.
Cause: The file could not be read as a TradeZero trade export.
Fix: Use a fresh CSV from the TradeZero portal (not a hand-edited or converted workbook). Save Excel files as CSV first if you opened the export in a spreadsheet app, then upload again.