Charles Schwab Trading Journal

Integrate your Charles Schwab account with Trademetria in 3 easy steps


Open a free account

No credit card required. Fully test your integration/upload process.


Sync or upload your trades

Many brokers allow auto sync, but you can still import a file from your broker.


Track your trades

Track, analyze, optimize your trading performance.

Your own Charles Schwab dashboard

How to import your Charles Schwab trades

New Help us test our Schwab syncing feature here.


  • 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

Adjustments such as dividends and deposits will be added automatically.

Please be aware that without the full timestamp, we can't reliably skip duplicate trades nor adjustments for this broker. Please be sure to upload only new trades and adjustments to the system.

Without the full timestamp, our system can't tell what trade came first. You must generate a file in descending order meaning newer trades first otherwise the side of your trades will be reversed.

Our Trading Journal Features & Benefits

Portfolio tracker & watchlists

Fed up with juggling logins across multiple brokers to track your portfolio? Our system streamlines everything, consolidating your portfolio on one screen. Plus, keep tabs on your favorite assets through watchlists.

Trading journal

Say goodbye to those cumbersome trading spreadsheet. Embrace our fully searchable WYSIWYG HTML editor, which allows you to effortlessly record your trading events, complete with unlimited storage for trading-related images.

Easy imports and syncs

Multiple import options available (manual entries, csv template, broker files and auto imports via api). We work with 140+ platforms and brokers from all corners of the world.

Account customization

Set account goals, add your own commissions, custom fees, adjustments and have full control of your trading business per account or altogether.

Fundamental Research

Research financial information, earning dates, charts and company profile from 20+ world exchanges. Powered by Trading View.

Multi Markets

Trading journal suitable for stocks, futures, options, forex, cdfs, cryptos and other markets. Visit our help page for a full list of supported assets.

Share your trades

Share your trades and metrics with your mentor or community and bring extra accountability to your business.

Track deposits, withdrawals and more

Track your broker fees, dividends, deposits, withdrawals, platform fees, you name it. Trademetria is also an accounting system, but made for traders and investors.

Build your own system

Powerful REST API to create custom applications or seamlessly showcase your statistics on your website or application.

Mass Editing Tools

Delete, add, edit trades in batch. Type data just like an excel spreadsheet.

Merge options spreads

Monitor outcomes for individual legs and spreads. Generate spread-specific reports to uncover your best performing options strategies.

Robust Settings

Choose among dark, white or build your own theme. Customize journal templates, default language, report formats, language, filter settings and more.

An array of trading metrics

Profit factor, expectancy, holding times, win rate, daily win rate, long/short ratios, averages, projections, totals and many more.

Entry and exit points on a chart

See a chart with your entry and exit points of single or multiple trades for the day or a particular asset. Great for scalpers or swing traders.

Image journal

Don't like to type? Upload your trading related images and have your own searchable image database.

Don't miss out on what thousands of traders worldwide are using to improve their trading performance.

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