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TradeStation CSV Import Guide

Learn how to import your TradeStation trading data via CSV into Pocket Portfolio for seamless portfolio tracking.

Sovereign import — parse your TradeStation CSV in the Terminal.
On-device parsing. No uploads. Keep your ledger local.

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About TradeStation

Professional trading platform

Required CSV Columns

Your TradeStation CSV export must include these columns:

  • Date
  • Symbol
  • Action
  • Quantity
  • Price
  • Amount

Sample CSV Format

Date,Symbol,Action,Quantity,Price,Amount
2024-01-01,AAPL,BUY,10,150.00,1500.00

Step-by-Step Import Guide

Step 1: Export Your Data

Log into your TradeStation account and navigate to the export or account statement section. Download your trading history or account statement as a CSV file.

Step 2: Verify Required Columns

Ensure your CSV contains the required columns listed above. If any columns are missing or named differently, you may need to rename them or export a different report from TradeStation.

Step 3: Sign In to Pocket Portfolio

Sign in to Pocket Portfolio using your Google account to access the CSV import feature. No registration required - just click "Sign in with Google".

Step 4: Upload Your CSV

Navigate to the dashboard and use the "Import CSV" feature to upload your exported data. Pocket Portfolio will automatically detect the TradeStation format and map the columns.

Step 5: Verify Import

Review your imported trades and positions to ensure everything looks correct. You can edit or delete individual trades if needed.

Tips & Troubleshooting

  • Export detailed transaction reports from TradeStation
  • Include all order types and strategies
  • Verify commission and fee calculations

Ready to Import Your TradeStation Data?

Sign in to Pocket Portfolio and import your TradeStation trading data in minutes.

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