Charles Schwab
Charles Schwab

Charles Schwab Trading Journal

Track your Schwab trades, review your setups, and see what is actually driving your performance.

Choose Date Range

Select the historical trading period you want to import.

Start Date
End Date
Historical activity data is updated daily and may not include today's trades yet. For same-day trades, use Recent period sync. The selected range cannot exceed one year.
Time zone

All trade times will be shown in this time zone. You can change it anytime in Settings.

Tip: Please ensure you upload the "Individual Transaction" file. Other export formats are temporarily not supported.

Upload your trade history.

Export your trades from your broker and upload the file — TradeBB automatically maps the columns and builds your journal.

Stock
1
Side
BUY
Date & Time
Quantity
Price
Commission
Fee
Tax

We use imported data only to provide journaling and analytics. Data is encrypted in transit and at rest, with strict access controls. You can disconnect and delete your data anytime.

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Any Broker (AI)
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Broker not listed? Use Any Broker (AI) to upload your trade history file.

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