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How to export your trades from TradeStation

In this article, we provide a step-by-step guide on how to export your trades from TradeStation.

  1. Sign in to TradeStation Client Center
  2. Go to Accounts section
  3. Click Equities Accounts > Tax Center
  4. In the Download Tax Activity, select Account number, CSV file format and target date range
  5. Click Download
  6. Upload the exported file in the upload box

One of the most convenient methods to add trades to Portseido is by uploading brokerage statements. Simply follow the steps above to export your trades from your brokerage account. Then, upload them to Portseido, and we will automatically process and add them to your portfolio.