TradeStation portfolio tracker & trading journal

What syncs from TradeStation

What does not come across: your DOM and order-entry tickets, EasyLanguage strategies and their backtests, RadarScreen and Scanner columns, watchlists, and any real-time execution telemetry. Futures and futures-options accounts are TradeStation's own strength, but their tick-level fills are outside StackViewer's portfolio scope — StackViewer will not attempt to reconstruct a day-trading blotter. Custom or non-standard instruments that SnapTrade cannot normalise are excluded, and there are no European-account nuances here because TradeStation Securities is a US broker-dealer.

Sync runs three times a day and position values refresh about every 30 minutes during market hours. StackViewer is not a real-time tool and is not built for day trading.

What TradeStation's own reporting doesn't show you

TradeStation is one of the strongest execution and analytics platforms a US trader can use. Its Performance Report, account-value chart and strategy-level statistics are built for one thing: dissecting execution inside TradeStation. What it does not do is tell you the truth about your whole portfolio when part of it lives at another broker — and active traders very often keep a long-term or IRA book somewhere else. TradeStation reports the TradeStation account in isolation; it has no view of the shares you hold at Interactive Brokers, Schwab or Fidelity, so any "return" it shows is only a slice of your real result.

The second gap is behavioural. TradeStation can tell you a strategy's win rate, profit factor and drawdown to the tick, but it cannot tell you why you overrode the plan, sized up after a loss, or sold a winner three weeks early. StackViewer sits above the execution layer you already trust: it tags every trade with a reason, a conviction level and an emotion, then surfaces the patterns — the recurring mistakes that no profit-factor number will ever name. You keep TradeStation for order flow and strategy testing; StackViewer answers the portfolio-level and psychological questions TradeStation was never designed to.

Also use Interactive Brokers?

This is the most common pairing we see for TradeStation users, and it makes sense: many active US traders run their equities and options flow through TradeStation while keeping a broader long-term or multi-currency book at Interactive Brokers. The problem is that neither platform can see the other, so your real exposure — and your real return — lives in a spreadsheet you update by hand. Connect both and StackViewer produces a single time-weighted return across the two accounts, a combined diversification score, and one dividend calendar — rather than two apps you mentally add together.

How the combined multi-broker view works →

Is it safe to connect TradeStation?

The connection is read-only OAuth through SnapTrade. You log in on TradeStation's own site — StackViewer never sees your credentials and never stores them. TradeStation's API and SnapTrade both technically support order placement, but StackViewer only ever requests a read scope: the token that comes back can read positions and history and nothing else, so StackViewer cannot place a trade or move a dollar, and no trading permission is requested at any point. You can revoke access from inside TradeStation whenever you want. Note that TradeStation's access tokens are short-lived by design, so you may occasionally be prompted to re-authorise the connection — a normal part of how TradeStation secures API access.

Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, authentication runs on AWS Cognito with optional TOTP MFA, and you can export everything to CSV or delete your account at any time. Full detail on the security page.

Which other brokers can you connect?

StackViewer supports 31 brokers. Search for the others you use:

Frequently asked

Is it safe to connect TradeStation to StackViewer?

Yes — read-only OAuth through SnapTrade. StackViewer never sees your TradeStation credentials and cannot trade or move money. Revoke it from TradeStation in one click.

Can StackViewer place trades on my TradeStation account?

No. StackViewer requests a read-only token, so even though TradeStation and SnapTrade support trading, no trade permission is ever granted.

How often does TradeStation data sync?

Three times a day, with position values refreshed roughly every 30 minutes during market hours. It is not real-time and not for day trading.

Is the TradeStation integration free?

Yes, on the free plan, with no credit card.

What TradeStation data does StackViewer import?

StackViewer imports your TradeStation equities and ETF positions, options positions where the account holds them, your cash balance, and your transaction history — buys, sells, option trades and dividend credits. It does not import your DOM, order tickets, watchlists, EasyLanguage strategies or futures execution telemetry; StackViewer is a portfolio-level and behavioural layer, not an execution add-on.

StackViewer is not affiliated with, endorsed by, or sponsored by TradeStation. TradeStation and its logo are trademarks of their owner. Broker connectivity is provided through SnapTrade and the available data depends on what TradeStation exposes; details verified 4 August 2026 and subject to change. Not financial advice.