Charles Schwab import guide

Import Charles Schwab trades into your journal

Schwab exports a Realized Gain/Loss CSV from the account dashboard. Download it for your date range and import it into TradeJournal.dev.

  1. 1

    Open your account history

    Log in to Schwab and open your account's History / Realized Gain/Loss view.

  2. 2

    Export to CSV

    Set the date range and use the Export / Download option to save a CSV.

  3. 3

    Upload to TradeJournal.dev

    Sign in (free), go to Import, and upload the Schwab CSV. The importer maps Schwab's columns to the standard schema and computes your positions.

Post-TD-Ameritrade-merger, some accounts use the thinkorswim/Schwab combined platform — see the ThinkOrSwim guide if that's you. As of 2026.