If you are looking for a trading journal that is compatible with Schwab, look no further! We are happy to announce that our trading journal now supports files from Charles Schwab. To import your trades, visit the import page and follow the instructions below:
- Go to Schwab’s web site
- Go to My Account and choose History
- Export your account statement using csv option.
Ps1.: Schwab does not export execution times. Some metrics like holding times will not work”. Ps2. Options expirations will be imported. Here is a sample header:
Transactions for account XXXX-9999 as of 06/17/2018 14:50:44 ET From 01/01/2018 to 06/17/2018 Date,Action,Symbol,Description,Quantity,Price,Fees & Comm,Amount
Please be aware that due to the lack of the full timestamp, we can’t reliably skip duplicates for this broker. Please be sure to upload only new trades to the system.