How to track your TradeStation portfolio
Tracking your TradeStation portfolio in Pro Stock Tracker is easy and gives you a complete view of your investments. By exporting your trades from TradeStation and importing them into Pro Stock Tracker, you can monitor performance, dividends, sector allocation, and other analytics across all your accounts and brokers. Consolidating your data in one place helps you understand gains, losses, and overall portfolio health over time.
Step 1: Export your trades from TradeStation
Use the steps below to download your transaction history from TradeStation:
- Login to your TradeStation account
- Navigate to your trading account
- Find the link to download your trades
- Upload your file below. (You will be able to review the import before it is saved.)
Step 2: Import your trades into Pro Stock Tracker
Once your TradeStation trades are downloaded, follow these steps to import them:
- Click New Holding in Pro Stock Tracker’s header
- Select Import File
- Choose Guided File Import (recommended) or Import File Directly
- Upload your CSV file
- Map columns if necessary (date, ticker, buy/sell, quantity, price, fees, currency)
- Review the preview table for errors
- Click Import Trades to finalize
For a step-by-step tutorial on importing transactions using CSV, including all import options, column mapping, and error handling, visit our Import Transactions (CSV) guide in the Learning section.
Tips:
- Use Guided File Import for step-by-step assistance with formatting and mapping
- Track dividends and corporate actions alongside trades for accurate performance
- Combine data from multiple brokers for a complete portfolio view
Step 3: Analyze your portfolio
After import, you can:
- Monitor portfolio performance over time
- Track dividend and distribution income
- Analyze sector and asset class allocation
- Review gains, losses, and risk metrics
Your TradeStation portfolio is now fully integrated into Pro Stock Tracker, making it easy to monitor and optimize your investments.
