Can I track my TradeStation portfolio with AllInvestView?

Yes! AllInvestView fully supports TradeStation portfolio tracking. You can sync automatically or import your transactions via CSV to track all your TradeStation investments.

Can I generate tax reports for my TradeStation investments?

Yes, AllInvestView provides comprehensive tax reporting for TradeStation portfolios, including capital gains calculations, dividend income tracking, and tax-loss harvesting suggestions.

TradeStation Portfolio Tracker

Analyze Your TradeStation Trades with Portfolio-Level Insights

TradeStation is built for active traders, offering advanced charting, strategy automation, and direct market access.

US Est. 1982 SEC FINRA SIPC CFTC NFA

Award-winning TradeStation platform with advanced charting and 400+ indicators

EasyLanguage strategy automation for algorithmic trading

Commission-free stock trading with TS Go plan

Direct market access and advanced order routing

Crypto trading integrated into the same platform

Get Started Free Live Demo

No credit card required Free forever 30-second signup

When Does an External Tracker Add Value?

Platform is optimized for active trading, not long-term portfolio tracking

AllInvestView provides the long-term portfolio analytics and performance tracking that TradeStation's trading tools lack.

Tax reporting for high-frequency trades can be complex to manage

Import all your TradeStation trades to AllInvestView for automated capital gains reports with FIFO/LIFO tracking.

Cannot consolidate TradeStation with holdings at other brokers

AllInvestView combines your TradeStation portfolio with any other broker for a complete investment overview.

What You Unlock with AllInvestView

Monte Carlo Simulation

Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.

Efficient Frontier

Find your optimal portfolio allocation using Markowitz mean-variance optimization.

Correlation Matrix

Visualize how your holdings move together. Identify diversification gaps at a glance.

Tax Reports

Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.

Dividend Calendar

Track every payment, project future income, and monitor yield-on-cost over time.

Options Greeks

Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.

AI Assistant

Ask anything about your portfolio. Get instant analysis powered by AI.

Quick Allocation View

See asset, sector, country, and currency breakdown in one visual dashboard.

TradeStation vs AllInvestView — Feature Comparison

See what TradeStation's built-in tools offer versus what AllInvestView adds to your investment workflow.

Feature	TradeStation Built-in	+ AllInvestView
Charting & Trading	Advanced platform with 400+ indicators and EasyLanguage automation	Portfolio-level performance charts with benchmark overlay
Performance Analytics	Position-level P&L in trading interface	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	1099-B tax forms	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Multi-Broker View	Not available	Consolidate all brokers in one unified dashboard
Dividend Tracking	Basic dividend data in account history	Calendar view, income projections, yield-on-cost, ex-date alerts
Risk Analytics	Options risk analysis tools	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios for full portfolio
Options Analytics	Advanced options chains and strategy tools	Full Greeks (Delta, Gamma, Theta, Vega, Rho), payoff diagrams, P&L tracking

See Your Entire Portfolio at a Glance

Get the complete picture of your TradeStation investments with intuitive visualizations that show exactly where your money is allocated.

Asset allocation by type, sector, and geography
Real-time valuations in your preferred currency
Performance attribution by holding
Concentration risk indicators

Analytics That Actually Matter

Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.

Money-weighted returns (IRR/XIRR)
Efficient Frontier optimization
Correlation matrix across holdings
Sharpe ratio and volatility metrics

Master Your Dividend Income

Track every dividend from your TradeStation holdings. Know exactly when payments arrive and how your income is growing.

Automatic dividend detection and tracking
Calendar view of upcoming payments
Yield on cost calculations
Annual income projections

Capital gains tax report showing unrealized gains, estimated tax liability, and FIFO cost basis analysis

Tax Reports in One Click

Generate capital gains reports for your TradeStation portfolio instantly. Supports 14+ countries with multiple cost basis methods.

FIFO, LIFO, specific identification, and average cost
Automatic wash sale detection
Short-term vs long-term capital gains split
Export as PDF or CSV for tax filing

Holdings management table showing stocks and ETFs with company logos, quantities, cost basis, market value, unrealized P&L, and sparkline trends

Every Holding, One Clean Table

See all your TradeStation positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.

Company logos, real-time prices, and sparklines
Cost basis, market value, and unrealized P&L
Sort and filter by any column
Multi-broker holdings in one unified table

Try the Live Demo

Explore a real portfolio — no signup needed

Tax Reporting for US Investors

Generate Schedule D-ready capital gains reports from your TradeStation portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.

Compatible with TradeStation 1099-B data

Automatic wash sale rule detection

IRA and Roth IRA contribution tracking

Short-term vs long-term capital gains split

TradeStation

Auto-Sync Available

Start Free Trial Track TradeStation in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About TradeStation

US • Est. 1982 • Regulated by SEC, FINRA, SIPC, CFTC, NFA

Asset Types StocksETFsOptionsFuturesCrypto

Account Types IndividualJointIRARoth IRACorporateTrust

Currencies USD

Fees Commission Free Stocks: USD 0 per trade. Options: USD 0.60/contract. Futures: USD 1.50/contract/side. TS Select and TS Go plans available.

Best For Active traders • Algorithmic and systematic traders • Options and futures traders • Technical analysis enthusiasts

How to Import Your TradeStation Portfolio

Getting your TradeStation data into AllInvestView takes less than 2 minutes. Here's how:

Export from TradeStation

In TradeStation, go to Account > Trade History and export as CSV.

Upload to AllInvestView

Use our smart CSV importer that automatically maps TradeStation's format. No manual column matching needed.

Track Everything

Instantly see your full portfolio with real-time prices, dividends, and performance metrics.

Similar Brokers to TradeStation

Investors using TradeStation also track these brokers with AllInvestView:

Interactive Brokers

tastytrade

Schwab

Tradier

TradeStation Global

Alpaca

Track All Your Brokers Together

Got investments at multiple brokers? AllInvestView consolidates everything into one view:

Robinhood

Schwab

Vanguard US

Webull US

Webull Canada

E*TRADE

Interactive Brokers

Trading 212

DEGIRO

Freetrade

Revolut

TradeStation

Tradier

Questrade

Wealthsimple

Alpaca

Swissquote

TradeStation Global

Lynx

BUX

Stake AUS

Stake UK

Commsec

Binance

Coinbase

Kraken

Unocoin

Upstox

Zerodha

moomoo

Trade Republic

Scalable Capital

eToro

XTB

Lightyear

Flatex

Bitpanda

Saxo Bank

Plus500

Capital.com

Hargreaves Lansdown

interactive investor

Nutmeg

SoFi

Ally Invest

Merrill Edge

Firstrade

Acorns

Fidelity

Chase

Wells Fargo

AJ Bell

TD Direct Investing

Empower

tastytrade

Public

Browse all 57 supported brokers →

TradeStation Portfolio Tracking FAQ

Can I sync my TradeStation account with AllInvestView?

Yes! AllInvestView supports automatic syncing with TradeStation via SnapTrade for real-time portfolio tracking.

Does AllInvestView handle TradeStation options and futures trades?

Yes. AllInvestView imports options with full Greeks and expiry tracking, and futures positions with P&L calculations.

How do I get my TradeStation data into AllInvestView?

In TradeStation, go to Account > Trade History and export as CSV.

Does AllInvestView sync with TradeStation automatically?

Yes! AllInvestView can automatically sync with TradeStation through our secure broker integration. Your portfolio stays up-to-date without manual imports.

Can I track TradeStation and other brokers together?

Absolutely! AllInvestView is built for multi-broker portfolios. Import from TradeStation, Interactive Brokers, Schwab, or any other broker and see everything in one unified dashboard with consolidated performance metrics.

Does AllInvestView support all asset types from TradeStation?

Yes! AllInvestView supports all asset types available at TradeStation—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.