How to import trades from TradeStation to TradesViz trading journal?
To import your file, please visit https://tradesviz.com/import by selecting the import button at the bottom left corner of your dashboard or by clicking on your profile icon at the top right corner and selecting "Import/Export". Next, select your trading account in the first dropdown and then the platform as TradeStation in the second dropdown.
TradeStation Import Instructions
Currently Supported:
Stocks
Options
Futures
Note: You can automatically sync your trades by connecting directly with TradeStation! Learn more: https://tradesviz.com/blog/auto-import-tradestation/
Navigate to TradeManager in your TradeStation application.
Select the "Orders" tab on the bottom of the screen.
From the "Status" drop-down at the top of the same screen, select "Filled Orders".
Now select the date range according to your preferences and click on the "Retrieve Orders" button.
Copy all the content by pressing Ctrl+A and then Ctrl+C (Note: Please make sure the column headers are also selected!)
Paste (Ctrl+V) the copied content into the empty text area below and then click "Upload" at the bottom of the page.
Note:
If you have a lot of spread trades in your account, the prices will not be correctly imported. Use the alternative import method given below.
But the format below does not have HH:MM:SS data! TradesViz fills it in as 09:30 as default.
Please make sure to follow the instructions exactly to import your data correctly. If you still have any issues, please don't hesitate to contact us at support@tradesviz.com with info about your broker/platform and the file as the attachment.
If you do not see your broker on in our supported brokers list, please contact us at support@tradesviz.com with: Broker/platform name & website, CSV/XLS/TXT file of the trades, instructions you used to export the file. Once we get the information, we will add support for your broker/platform as soon as we can.
Updated on: 17/02/2025
Thank you!