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Installation Instructions (TradeStation)

Updated

TradeStation Accounts

  • TAT users get a VERY aggressive commission discount plan from TradeStation. 

    • SPX Commissions are .50 index option fee, plus .03 (.53 all in)

    • Equity Option commissions of 0.00, plus .04 fees (.04 all in)

    • $0 execution/assignment fees

  • You will need to sign up using the TAT offer code to get this commission plan for your account:

  • By default, TradeStation pays very minimal interest on the cash balance in accounts. They are willing to discuss offering higher interest on a case by case basis. If you wish to ask about higher interest, please contact Karl Kuhn KKuhn@tradestation.com and he will have a Sales Rep review your account.

 

Accessing Tradestation Directly

 

  • Unlike IBKR, with TAT for TradeStation, it is not necessary to be running the TradeStation desktop platform on your TAT computer. In fact, signing in to their platform will likely terminate market data streaming to TAT. 

  • To monitor trade fills, stops, and manually trade (if necessary), we recommend using their web based platform:


NOTES:

  • We strongly recommend you start with a paper money account at TradeStation for your first few days.

  • Paper trading is great to get familiar with the application and how it works with TradeStation, but your results many days may not be an accurate representation of live trading with TradeStation. Stop orders may not fill in paper trading.

  • Use of the application is subject to our terms of use, risk disclosure, and privacy policy.



Part 1: Install the TradeAutomation .msix installer

 

Installation on a Windows 10/11 PC:

  1. Download the TAT PC Installer .msix file from the TradeAutomationToolbox.com website.
  2. Double click on the PCInstaller_x-x-x.msix installer file and select Install.


Installation on a Windows 2022/2025 Server:

  1. Download the TAT Server Installer .zip file from the TradeAutomationToolbox.com website.
  2. Extract the Server_x.x.x.zip file into a folder.
  3. Right click on the Install.ps1 file located in the extracted folder and click “Run with PowerShell”

 

TAT is not compatible with Windows Server 2019

 

Notes:

  • To perform an in-place upgrade installation, run the current installer. This will retain your current data.
  • It is possible to have multiple instances of TAT running on the same computer and user account signed into different brokers (i.e. one signed into IB, one signed into TradeStation, one signed in to Tradier, and one signed in to Schwab). The database files (templates, etc.) for each broker are stored separately.

 

Installation Part 2: Link your TradeStation Account

 

  • Sign in to the TAT Software and go to the Settings > General / Broker Settings tab
  • Click the Link Brokerage Account button, which will open the TradeStation website for you to authenticate your account and link it to TAT.

 

 

 

Market Data Needed:

https://clientcenter.tradestation.com/support/myaccount/Change_data.aspx

These should be free for non-professional/personal accounts. If you are being charged, please contact support.

 

 

 

Things that are supported at TradeStation

  • Sim/Paper trading SPX, SPY or QQQ

  • Live trading SPY, QQQ, or SPX

  • Market Stops or Stop Limits on a single short leg, or multiple legs

  • Profit Targets on any type of trade.

  • Calendar trades on SPX

 

Things not supported 

  • You cannot have both a PT order and a Stop on multiple legs currently. If your stop is currently on vertical, then the PT order will not be placed by TAT until the stop is converted to short only.

 

Trading Multiple Accounts

 

Known Issues

  • Tradestation only allows 10 market data streams, one of which TAT is using for the underlying symbol pricing. That leaves 9 streams available for combinations of Symbol and DTE. 1 symbol, up to 9 different DTEs. 2 symbol, 4 different DTEs, 3 symbols 3 different DTEs.

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