Trandence

TradeStation allows you to download your stock and option trade data from their web client center through the Tax Center.

Exporting from TradeStation

  1. Go to TradeStation’s web client center and log in.
  2. Click on Accounts in the header panel.
  3. Click on Equities Accounts from the left panel.
  4. Select Tax Center from the dropdown list under Equities Account.
  5. Under the Download Tax Activity section, set File Format to Microsoft Excel CSV.
  6. Select the date range of trades you would like to import.
  7. Check Exclude Broken/Canceled Trades.
  8. 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.

Importing to Trandence

  1. Open Trandence and navigate to the Trades page.
  2. Click the Import Trades button in the top right corner and select Upload CSV.
  3. Choose TradeStation and match your CSV’s timezone.
  4. Upload your saved file.
  5. 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.
  6. Click Import & Review Summary to finish.

📎 Download a sample TradeStation CSV file to see the expected format.

Need Help?

If your file fails to upload, or if the broker has recently updated their export format, please reach out to us at help@trandence.com. We’ll help you get your data synced smoothly!