You normally don't start Z8 or Z9 in Trade mode. Only when you want to connect to a broker that does not support portfolio rebalancing. In that case you must adapt the asset list to the symbols of your broker, and must subscribe market data for all assets. Otherwise you'll get 'ambiguous' or 'invalid symbol' errors.

If your broker supports rebalancing: First download the latest historical data from AssetsZ9, then run a backtest. It wil generate the rebalance CSV file. In your broker's platform, open the portfolio rebalance window and import that CSV file.