TradeStation integration for 
Stax
| Markets | Auto-sync | File import |
|---|---|---|
| StocksOptionsFutures | Soon | ✓ |
How to import TradeStation trades into Stax from a file
TradeStation's tax export is the cleanest history it offers — it already has the broken and cancelled orders filtered out. It covers stocks and options, and it hands you six months at a time, so a full year means two files.
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Open TradeStation's web client center.
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In the header open Accounts, then Equities Accounts in the left panel.
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Under your account, open Tax Center.
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Choose Download Tax Activity → Microsoft Excel CSV.
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Pick a date range, tick Exclude Broken/Canceled Trades, then click Download.
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In the left sidebar, open Connections.
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Click Add Connection, then pick TradeStation.
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Of the three cards, choose Import CSV File.
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Click Choose File and select your .csv. Stax knows the TradeStation layout, so there is nothing to map.
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Check the matched trades in the preview, then confirm the import.