Importing Trades via Broker Sync

Linking your Tradestation account is a straightforward process. After setup, TradeZella will import past trades and continue to update with daily imports for future trades.

NOTE: Tradestation shares the last 3 months of trade history. Data beyond 90 days will not be imported into TradeZella.

Step 1: Visit the Broker Sync Page

• Go to the TradeZella broker sync page directly here.
• Alternatively, navigate to the broker sync page by hovering over the sidebar, clicking on "Add Trade," and selecting "Broker Sync."

Step 2: Select Tradestation as Your Broker and Input Details

• Click on "Add New Broker" on the broker sync page.
• Choose "Tradestation" from the list of available brokers.
• Leave the start date option blank to import all records or specify a custom start date if needed.
• Select the specific TradeZella account you want to sync with your Tradestation account. If necessary, TradeZella can create a new account for your synced data.
• Click "Connect."

Step 3: Authenticate and Sync

• In the Tradestation pop-up window, enter your credentials
• If you have enabled Two-Factor Authentication (2FA), complete that process to proceed with the sync.

TradeZella will begin syncing your Tradestation account. You can monitor the sync status on the broker sync page here.

Pro Tip: Use the account filter in the top right corner to switch between accounts effortlessly.

By following these steps, you'll have your Tradestation account seamlessly integrated with TradeZella for automated trade imports.

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Importing Trades via Option 2 Copy-Paste Import Method

Check out the step-by-step here.

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Importing Trades via File Upload Method

Check out the step-by-step here.