TradeZero integration for Stax

Markets Auto-syncFile importVerified
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How to connect your TradeZero account to Stax

Verified

Every filled order flows out of ZeroPro into your journal by itself, signed by Stax on the way in — that signature is what a verified trade card proves. Read-only access is all Stax asks for — it reads your fill history and can never place an order.

In TradeZero
  1. Log in to ZeroPro and open Settings → API Keys.

  2. Generate a new pair and copy the Key ID and the Secret Key.

  3. Copy your account number from the top of ZeroPro — it looks like TZ-12345. Use a live account: TradeZero doesn't archive paper orders, so a paper key connects but brings back nothing.

In Stax
  1. In the left sidebar, open Connections.

  2. Click Add Connection.

  3. In Select Connection, search for TradeZero and click it. Three cards open: Auto-Sync, Import CSV File and Add Manually.

  4. Choose the Auto-Sync card.

  5. Paste the API Key ID, Secret Key and Account Number, then click Connect.

How to import TradeZero trades into Stax from a file

For history from before you connected, or if you would rather not paste a key at all. The trades land in the same journal — they simply are not signed.

In the TradeZero portal
  1. Log in to the TradeZero.co customer portal.

  2. Open the Portfolio tab, then click Trades.

  3. Choose your date range.

  4. Click the Excel icon to download the file.

In Stax
  1. In the left sidebar, open Connections.

  2. Click Add Connection, then pick TradeZero.

  3. Of the three cards, choose Import CSV File.

  4. Click Choose File and select your .csv. Stax knows the TradeZero layout, so there is nothing to map.

  5. Check the matched trades in the preview, then confirm the import.