StockHero Guide


  1. 1.
    Login to your StockHero Account
  2. 2.
    Go to Settings >> Exchange API
(Brokerage API)
3. Select TradeStation.
4. Click the Authenticate button. You will be directed to TradeStation login page.
5. Login to your TradeStation account
6. After a successful login, you will be redirected back to StockHero.
7. If you are not redirected, simply refresh the StockHero's Brokerage API page.
8. You should see TradeStation listed in the Connected Exchange List.
9. The exchange status should show "Fully Operational".
(TradeStation has been successfully connected to StockHero)

Check that StockHero can read your TradeStation balance

At present, StockHero reads the Cash account type in your TradeStation Equities account. Please note that in TradeStation, there are two account types, namely 1) Cash and 2) Margin.
A TradeStation user can opt to have either or both of the account types.
If StockHero does not read your balance after you have connected TradeStation, most probably, your funds are held in your Margin account.
To check where your funds are actually held, please follow the steps below:
  1. 1.
    Login to your TradeStation Client Center and click "Accounts" at the top menu.
  2. 2.
    Next, click on Equities Account >> Balances.
  3. 3.
    Select any date range and click View/Download button.
  4. 4.
    Check that the Account Type is Cash. If it is not (i.e. Margin), call TradeStation customer service team to help you to move the funds to your Cash account.
If you see Margin in Account Type, StockHero will NOT be able to display the balance. See the image below.
The account type must be Cash as shown in the image below:
(This is correct)
There is no fee to have both Cash and Margin account types with TradeStation.
Please call TradeStation Client Service Team to add a new Cash account type to your Equities account. Usually, this will take a day or two.