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Import trades from TradeStation

TradeStation exports from the Client Center Tax Center, six months at a time, and its automatic sync is not switched on yet.

Same on every platform Updated

What this does

Brings TradeStation trades into VEXA from the Tax Center export.

Before you start

  • Automatic sync shows a Coming soon banner. File import is the route today.
  • Live accounts only. Demo and paper accounts cannot be synced and their exports are not a supported format.
  • The export is capped at six months per download, so several years of history means several files. Uploading them all is safe: overlapping ranges are discarded rather than duplicated.
  • The export lives in the Client Center, not in the trading platform. This trips up most people once.

Steps

Same on every platform

  1. Sign in at clientcenter.tradestation.com. This is the account website, not the TradeStation platform.
  2. Open Tax Center.
  3. Set a date range of six months or less.
  4. Choose the Microsoft Excel CSV format.
  5. Download the file.
  6. Upload it to VEXA.
  7. Repeat for each earlier six-month block, oldest first.

The columns VEXA expects in that export are Symbol, Date, Trans Type, Quantity, Price, Commission and Amount. They are in the standard export, so there is nothing to configure.

Limits and gotchas

  • Six months per file is a hard cap at TradeStation’s end. There is no setting that lifts it.
  • Order the uploads oldest first when you are backfilling. It is not required, but it means positions open and close in the order they really did, and you see fewer positions reported as still open along the way.
  • If your figures do not match a TradeStation statement, re-import the months in question. Re-importing never duplicates, so it costs you nothing to check. See Re-upload files without creating duplicates.

What you should see

A result panel naming the TradeStation format, with counts. After the second and later files, expect a healthy count under trades already in your account: that is the overlap between the six-month blocks.

If it doesn’t work

  • “No trades were found in this file.” You exported from the platform rather than the Client Center, or the range holds no trades.
  • The API Sync tab shows a banner. That is the current state of the integration. Use Manual Upload.
  • You are on a paper account. Not supported. Nothing in the file will import.

Related

Upload a statement or CSV Where the upload area is on each device, which file types VEXA accepts, and what happens while the import is running. Re-upload files without creating duplicates Why uploading the same file twice is safe, what the three layers of duplicate detection actually match on, and when doubled trades are a real bug. Supported brokers Every broker VEXA connects to, which of them sync automatically today, and the routes that still work if yours is not listed.

Still stuck? Email support@vexatrade.ai.