TradeStation allows you to download your stock and option trade data from their web client center through the Tax Center.
Exporting from TradeStation
- Go to TradeStation’s web client center and log in.
- Click on Accounts in the header panel.
- Click on Equities Accounts from the left panel.
- Select Tax Center from the dropdown list under Equities Account.
- Under the Download Tax Activity section, set File Format to Microsoft Excel CSV.
- Select the date range of trades you would like to import.
- Check Exclude Broken/Canceled Trades.
- Click Download and save the file to your computer.
Note: TradeStation only allows you to download 6 months of data at a time. To export one year of data, you will need to run two separate exports.
Importare in Trandence
- Apri Trandence e vai alla pagina Operazioni.
- Clicca su Importa Operazioni in alto a destra e seleziona Carica CSV.
- Choose TradeStation and match your CSV’s timezone.
- Carica il file salvato.
- Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “TS Equities”). This is crucial if you track multiple brokerage accounts within Trandence.
- Clicca su Importa e Rivedi Riepilogo per terminare.
📎 Download a sample TradeStation CSV file to see the expected format.
Hai Bisogno di Aiuto?
Se il tuo file non si carica, o se il broker ha aggiornato il formato di esportazione, contattaci a [email protected]. Ti aiuteremo a sincronizzare i tuoi dati!