--- title: "The TradeStation Global Trading Journal for active traders" description: "Easily import your TradeStation Global trades into TraderInsight.pro with this guide to start tracking your performance with detailed reports, tags, and notes." canonical: "https://traderinsight.pro/blog/trade-station-global-added" --- # The TradeStation Global Trading Journal for active traders Easily import your TradeStation Global trades into TraderInsight.pro with this guide to start tracking your performance with detailed reports, tags, and notes. TraderInsight.pro supports TradeStation Global, letting you import your full trade history from the Client Portal and analyze it across [stocks](https://traderinsight.pro/assets/stocks), [options](https://traderinsight.pro/assets/options), [futures](https://traderinsight.pro/assets/futures), [forex](https://traderinsight.pro/assets/forex), [crypto](https://traderinsight.pro/assets/crypto), [dividends](https://traderinsight.pro/assets/dividends), and more. Drop your Flex Query XML export into [TraderInsight.pro](https://traderinsight.pro/features/imports) and your trades are parsed immediately - no reformatting, no manual entry. ## Why TradeStation Global traders use TraderInsight.pro TradeStation Global gives you a capable execution environment, but its built-in reporting stops well short of what serious performance review requires. You can see what happened, but not why it keeps happening. You'll find P&L by day, but not P&L by setup, by session, by mistake type, or by how long you've been in the trade. That gap is where traders develop bad habits without realising it. A strategy that looks fine on net P&L can be masking a handful of outlier winners that are hiding a losing edge on the majority of your trades. TraderInsight.pro surfaces that reality immediately - and gives you the tools to act on it. ## What does TraderInsight.pro support from TradeStation Global? TraderInsight.pro parses the full Flex Query XML export from the TradeStation Global Client Portal, including: - [Stocks](https://traderinsight.pro/assets/stocks) and [options](https://traderinsight.pro/assets/options) trades - [Futures](https://traderinsight.pro/assets/futures) and [forex](https://traderinsight.pro/assets/forex) positions - [Dividends](https://traderinsight.pro/assets/dividends) and cash transactions - Corporate actions and transfers - Option exercises, assignments, and expirations - Transaction fees and trade transfers, and more All account IDs from the export are preserved, so if you have multiple accounts you can filter by account within your [reports](https://traderinsight.pro/features/reports) and dashboards. ## How to export your trades from TradeStation Global TradeStation Global uses Interactive Brokers' Client Portal infrastructure. Your export is generated through the Flex Query system - follow these steps exactly to produce the correct file. Follow these steps: - [Sign in](https://www.interactivebrokers.co.uk/sso/Login?RL=1) to the Client Portal. - Go to the `Performance & Reports` menu, and click on `Flex Queries`. ![Go to "Performance & Reports" and click on "Flex Queries"](https://cdn.sanity.io/images/pbpu5thy/production/72cd6d25d6326a8dd38fd44ec87b35199282bbf9-1209x860.png) - Under `Activity Flex Query`, click the `+` to create a new query. ![Activity Flex Query](https://cdn.sanity.io/images/pbpu5thy/production/31810a2aa12173623fb1e3d4a2d8df215e7e620e-1209x860.png) - Name the query anything you'd like - e.g. `Export`. - Under the `Sections` area: - Click on each section below, select `Select All`, and click `Save`: - `Cash Transactions` ![Cash Transactions](https://cdn.sanity.io/images/pbpu5thy/production/054009bdb077c9a075b3060fc11b29704416bed3-1209x860.png) ![Select those fields](https://cdn.sanity.io/images/pbpu5thy/production/e4091295093f2c6b64b79ea53787a83fc5c7ebd8-1209x860.png) - `Corporate Actions` - `Financial Instrument Information` - `Grant Activity` - `Incoming/Outgoing Trade Transfers` - `Option Exercises, Assignments and Expirations` - `Trades` - `Transaction Fees` - `Transfers` ![Final Selection](https://cdn.sanity.io/images/pbpu5thy/production/16c37ef989f373785701ad38447953d0f5232175-1209x860.png) - Under `General Configuration`, make sure: - Date Format: `yyyyMMdd` - Time Format: `HHmmss` - Date/Time Separator: `;` (semicolon) ![General Configuration](https://cdn.sanity.io/images/pbpu5thy/production/c8e67b910a77ac4c99970c7c17e734e4cc7a9dc8-1209x860.png) - Click `Continue`, then `Create`, and finally hit `OK`. - If you have multiple accounts or migrated accounts, make sure *all accounts* are selected. - Click the right arrow next to your new query to run the export. ![Run your Query](https://cdn.sanity.io/images/pbpu5thy/production/21857b33c4e8a25046383c6928755a8cba49a5fa-1209x860.png) - Choose your desired date range (e.g. last 365 days). - Keep the format as `XML` and click `Run` to generate the export file. ![Run the export](https://cdn.sanity.io/images/pbpu5thy/production/c820b8e531d29836f0e7a1820656b512d0bb45e6-1209x860.png) > 📌 **Note:** TradeStation Global allows only 1 year per export. If you need older trades, you’ll need to repeat the process using a custom date range. > 💡 You can automate your imports through our official IBKR integration. [Learn more](https://traderinsight.pro/blog/ibkr-sync) ## How to import your TradeStation Global trades into TraderInsight.pro Once you have your export file: 1. Log in to your [TraderInsight.pro](https://traderinsight.pro/) account. 2. Navigate to the **Import** page. 3. **Drag and drop** your exported XML file. 4. Done! Your trades are now journaled and ready to be analyzed. [Video](https://cdn.sanity.io/files/pbpu5thy/production/78c3b19f54a7ad484b7619f564cae0e2710a3dae.mp4) There is no broker selection step and no manual editing required. If you have multiple accounts in the same export, all account data is imported and remains filterable. ## How to use your TradeStation Global data to improve ### How to identify which of your strategies are actually profitable Once your trades are imported, use [tags](https://traderinsight.pro/features/tags) to label each trade by setup or strategy. Over time, the [performance reports](https://traderinsight.pro/features/reports) will show you P&L, win rate, and average R:R broken down by tag - so you can see clearly which setups are generating returns and which ones are quietly draining your account. ### How to find the sessions and instruments where you consistently lose The [trading calendar](https://traderinsight.pro/features/calendar) overlays your P&L across every trading day, making it immediately obvious whether your losses cluster on certain days of the week, certain times of day, or certain market conditions. Filter by instrument or account to isolate specific patterns. ### How to compare performance across different time periods or accounts If you trade multiple accounts through TradeStation Global - live and paper, or different strategies - [comparison reports](https://traderinsight.pro/features/compare) let you put them side by side. Measure the same metrics across both to understand whether a strategy translates, or whether your paper results are masking execution differences. ### How to document your reasoning and build a real review process Attach [notes](https://traderinsight.pro/features/notes) to any trade to capture your pre-trade thesis, what you observed, and what you'd do differently. Combined with tags, this turns your journal into a structured record of your decision-making - and makes weekly or monthly review sessions actually useful rather than just a scroll through numbers. ### How to ask plain English questions about your trading data TraderInsight.pro's [AI analysis](https://traderinsight.pro/features/ai) lets you query your own data conversationally. Ask which instruments you perform best on, whether your win rate improves after taking a break, or how your P&L on options compares to your futures results - and get answers drawn directly from your history, not generic advice. ### How to track cash events and corporate actions accurately The Flex Query export includes cash transactions, corporate actions, and dividends. TraderInsight.pro's [cash reporting](https://traderinsight.pro/features/cash-reporting) captures these alongside your trade data, so your net performance figures account for everything - not just closed positions. ## How to access your TradeStation Global journal on mobile TraderInsight.pro is fully cross-platform with 100% feature parity on web, tablet, and mobile. Use the [mobile app](https://traderinsight.pro/features/app) to review your trades, add notes after a session, or check your performance reports from anywhere - without losing access to any feature available on desktop. ## Need help or want to request a broker? If you run into any issues with your TradeStation Global import, reach out at support@traderinsight.pro. If you use another broker that isn't supported yet, you can [request broker support](https://traderinsight.pro/forms/request-broker) by submitting a sample file - new brokers are added regularly. Start analyzing your TradeStation Global trades today. [Sign Up Today ↗](https://app.traderinsight.pro/signup) ## Frequently asked questions ### What is the best trading journal for TradeStation Global? TraderInsight.pro is purpose-built for TradeStation Global users. Import your trades via Flex Query XML and analyze [stocks](https://traderinsight.pro/assets/stocks), [options](https://traderinsight.pro/assets/options), [futures](https://traderinsight.pro/assets/futures), [forex](https://traderinsight.pro/assets/forex), and more with [AI analysis](https://traderinsight.pro/features/ai), [strategy tags](https://traderinsight.pro/features/tags), and [performance reports](https://traderinsight.pro/features/reports). ### Does TraderInsight.pro support TradeStation Global? Yes. Export your trades using the Flex Query tool in the TradeStation Global Client Portal, drop the XML file into the [import page](https://traderinsight.pro/features/imports), and your trades are parsed immediately. ### How do I export my trades from TradeStation Global? Log in to the Client Portal, go to Performance & Reports, and open Flex Queries. Create an Activity Flex Query with all sections selected, set the date format to `yyyyMMdd`, time format to `HHmmss`, and separator to semicolon. Run the export as XML and download the file. ### What asset classes does TraderInsight.pro support from TradeStation Global? TraderInsight.pro imports stocks, options, futures, forex, dividends, cash transactions, corporate actions, and more from the TradeStation Global Flex Query export. ### Can I import multiple TradeStation Global accounts into TraderInsight.pro? Yes. If your Flex Query export includes multiple accounts, all account data is imported together. You can then filter by account ID within your reports and dashboards. ### Does TraderInsight.pro support options trading from TradeStation Global? Yes, including [options](https://traderinsight.pro/assets/options) trades, exercises, assignments, and expirations - all captured from the Flex Query XML export. ### How do I analyze my TradeStation Global performance by strategy? Use [tags](https://traderinsight.pro/features/tags) to label trades by setup or strategy after import. [Performance reports](https://traderinsight.pro/features/reports) then break down P&L, win rate, and other metrics by tag so you can measure each strategy independently. ### Can I use TraderInsight.pro on mobile with my TradeStation Global data? Yes. The [mobile app](https://traderinsight.pro/features/app) provides full access to all features - reports, calendar, AI analysis, notes, and more - with 100% feature parity across devices. ### Does TraderInsight.pro have AI analysis for TradeStation Global trades? Yes. Once your trades are imported, [AI analysis](https://traderinsight.pro/features/ai) lets you ask plain English questions about your own data - win rates by instrument, performance by time of day, strategy comparisons, and more. ### What file format do I need to export from TradeStation Global? TraderInsight.pro requires the XML format generated by the Flex Query tool in the TradeStation Global Client Portal. Do not change the format to CSV - the XML preserves all the data fields needed for accurate parsing.