Import your Charles Schwab trades into a free trading journal
Export your transactions from schwab.com as a CSV file, import it, and replay the day of any trade on its chart.
Example: NVDA, AAPL, META and AMZN, Oct 8 to 13, imported.
Step 1
Export your transactions from schwab.com.
Trades you place on thinkorswim are in the same history, so export them from schwab.com too.
- Sign in at schwab.com and go to Accounts, then History.
- Pick your account and open the Transactions tab.
- Choose the dates you want and click Search.
- Click Export at the top right and save the CSV file.
Step 2
Import the file into your journal.
TraderPier reads Schwab's columns for you, so there's nothing to set up.
- Open the journal and click Import CSV.
- Pick the Schwab CSV file and click Preview import.
- Check the trades in the preview, then click Import.
What imports
Your transactions become whole trades.
Imported
- Every stock trade is imported with its date, symbol, side, quantity and price.
- Each trade's fees and commissions are taken off your P&L.
- Buys and sells are joined into whole trades, even when you scale out.
Not imported
- Transfers, dividends and other money movements aren't imported, because they aren't trades.
- Times of day aren't imported, because Schwab's file only lists dates.
After the import
See each trade on its chart.
Open any trade to play its day back bar by bar. Add your entry and exit times in the trade's Edit view to mark them on the chart.
Then replay the day
Start the day over from your trade.
Once a trade has its times, redo it from just before your entry, or pick up from where you got out and watch what the stock did next.
Questions
Before you import.
I trade on thinkorswim. Does this work?
Yes. Your thinkorswim trades are in your schwab.com history, so export them from there.
What if I import the same file twice?
Orders you've already imported are marked in the preview, so you can skip them.
How many trades can I keep?
On the free plan, TraderPier stores up to 10,000 trades and you can replay the ones from the last 30 weekdays. Upgrade to the Trader plan to replay a year of history for $29 a month.
Which markets can I journal?
US stocks and ETFs.
Read more
More on moving your trades.
Import from Interactive Brokers
Import a Flex Query CSV.
Import from Webull
Import an orders CSV.
Import from tastytrade
Import a transactions CSV.
Switch from TradeZella
Import your broker's CSV, or send us your export.
Switch from Tradervue
Import your broker's CSV, or send us your export.
Supported brokers
Every broker you can import from or trade through.
Replace your trading spreadsheet
Import your sheet, one row per trade.
Journal
See your stats and P&L calendar, and replay any trade.
Trade replay
Replay any trade in your journal bar by bar.
Market replay
Trade any recent day bar by bar with practice money.
A free journal that replays every trade.
No card required.
Example: META, Sep 29, replayed.