The best trading journal for Charles Schwab traders. Export your trade history in minutes and unlock powerful analytics, tags, notes, and performance reports - all in one place.
No more spreadsheets. No more manual entry. Just your Schwab data, transformed into real insights.
Why Use TraderInsight.pro with Charles Schwab?
Whether you're trading stocks, options, futures, or forex through Schwab, TraderInsight.pro gives you:
- A drag-and-drop CSV import - done in seconds
- Tags and Notes to document your setups and decisions
- Performance Reports, Calendar View, and Dashboards for deep analysis
- Comparison Reports to benchmark strategies across timeframes
How to Export Your Trades from Charles Schwab
Step 1: Log into Your Schwab Account
Go to schwab.com and log in to your brokerage account.
Step 2: Go to Account History
Click on the Accounts tab in the top navigation, then select History from the submenu.
If you have multiple accounts, use the account dropdown to select the one you want to export.
Step 3: Set Filters
- Click Edit Filter (or "Filter by Transaction Types") and make sure All Transactions is selected. This ensures option expirations, exercises, and assignments are included.
- Click Apply.
Step 4: Select a Date Range
Use the date range dropdown to select your desired period - options include Current Year, Previous Year, Last 12 Months, or a Custom Date Range.
💡 Tip: For best import results, click the Date column header to sort transactions in ascending order (oldest first) before exporting.
Step 5: Export as CSV
Click the Export button (download icon) in the upper right corner of the transactions table. Select CSV as the export format, then click Export again. Your file will download automatically.
🔔 Note: Schwab does not include trade timestamps in CSV exports. If you need precise execution times (e.g. for options data), consider also downloading from thinkorswim if applicable.
How to Import into TraderInsight.pro
- Go to the Import page on TraderInsight.pro.
- Select Charles Schwab from the broker preset list.
- Drag and drop your downloaded CSV file - or click to browse.
Your trades will be imported and ready for analysis immediately.
What to Do After Import
Once your Schwab trades are in TraderInsight.pro, you can:
- Tag your trades by strategy, setup, or mistake type
- Add rich-text Notes with screenshots and trade rationale
- View your Reports, Calendar, and Dashboard
- Run Comparison Reports across different strategies or time periods
Need Help?
If something isn't working or you run into an issue with your export, contact our support team. We're here to help.
