Market Insights

Tracking performance is a key task for active traders. This article will explain how customers can access and analyze activity in their TradeStation Securities account.

Traders can begin at the homepage, TradeStation.com and click the “Sign in” button in the main navigation bar at the top.

After providing credentials, customers will see the main dashboard of HUB. They can always navigate back to this view by clicking on the home icon at the top left.

Key stats like account value, profit and loss (P/L) and available cash appear along the top. There’s also an equity curve, or chart showing historic changes in the account’s value. A drop down menu above the chart lets customers change accounts, while the Aggregate button combined values across all accounts.

Client HUB’s main dashboard, showing key account information.

The account value chart is the first tool for traders looking to track their performance or generate reports on their activity. Notice the time-frame buttons at the bottom left letting users view periods such as 1 week, 1 month, 3 months, etc.

Trade Reports

Each account is listed in a section below the equity curve chart. Customers seeking more details can click on an account and a pop-up window will appear.

This window offers several key pieces of information, controlled by the buttons at the top:

• Balances: View historical balances of categories like market value, overnight buying power and day trading buying power. Users can adjust the time frame and download the data in a CSV file.
• Positions: This tab will list stocks and options in the account. The date can be adjusted and a CSV is available for download.
• Gain/Loss: This tab displays a variety of information about securities held in the account (now or previously).
  • • Users can view closed positions, open positions and generate reports based on custom time frames.
  • Tax forms are also available, and users can perform other tasks like editing their cost basis for individual positions.
• Statements: This tab displays three kinds of statements, controlled by the drop-down menu on top: Confirmations, 1099 tax forms and monthly account statements.
• Tax Center: This tab can generate reports for importing into accounting software like TurboTax.
• Activity: This tab displays completed buy and sell transactions. The time frame can be customized and a CSV file is available for download.

Account history, showing balances over time.