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TradeStation - File Import Guide
TradeStation - File Import Guide
Lucas Wyland avatar
Written by Lucas Wyland
Updated over a week ago

Step 1:

Log into your TradeStation Crypto account.

Step 2:

Select My Account and then Transactions Report.

Step 3:

Click on the CSV icon in the top right corner.

Step 4:

Select the full date range of your transaction history on TradeStation and press the Export button.

Step 5:

You will receive a file in .csv format. Navigate to Step 1. Import. Select Add Account then choose the TradeStation tab on CoinLedger. Click on Upload File or drag your CSV file into the box to import your transactions.

When importing a transaction history CSV, you will have the option to specify a start date for your import under the Drag and Drop Files Here box. This feature is designed to prevent duplicate data from being imported. You can access this feature by hitting the Import Settings drop down menu, as shown below, and then specifying a date for your import to start from. All transactions after this date will be imported. You should not do this if you are importing all of your transactions into CoinLedger for the first time.


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