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!