TradeStation Help

About Backup & Restore

The Backup & Restore utility in TradeStation provides an easy way to save and recover your work (information elements you have created or modified in TradeStation) on a regular basis. This helps protect your work in the event of a hardware or software failure and is also useful for restoring previously edited elements when upgrading your system or moving your work to another computer.

 VIDEO - How to backup and restore your TradeStation work
Learn about keeping a backup copy of your workspaces and desktops, in case of software or hardware failure.

Each backup job produces a single archive file that contains all elements that were included in the job. This archive file, or any specific elements within the archive, can later be restored into the same or more recent build of TradeStation. Since a TradeStation archive file contains only component information (it does not contain any user specific items such as user name, password, or account information), any archive can safely be restored by any user.  

For multi-source components (such as workspaces), you can specify additional folders in different locations to be backed up as part of the component. In each referenced folder, only the files with that component's file extension will be included in the archive.

You can define multiple backup configurations that can include different backup settings. For example, you might use a 'Daily' configuration to automatically backup desktops and workspaces every day and use a "Weekly' configuration to backup all components each weekend.

A unique archive file is created for each backup job that is run. The name of the archive is automatically based on the name of the selected backup configuration along with the TradeStation version and date/time.

If TradeStation is open when a backup job is run, either manually or scheduled, the connection to the TradeStation data network will be closed and all TradeStation related processes will be stopped or frozen so that all necessary files can be included in the archive. During the backup process, windows will not update, alerts will not trigger, strategy automation will be suspended, and orders may not be placed. Once the backup job is complete, all open desktops and data network connections should return to their pre-backup state. 

Related Topics

TradeStation Backup

Running or Scheduling a Backup Job

Restoring an Archived B backup File

TradeStation Backup/Restore Preferences