How to import trades from Schwab to TradesViz trading journal?
To import your file, please visit https://tradesviz.com/import by selecting the import button at the bottom left corner of your dashboard or by clicking on your profile icon at the top right corner and selecting "Import/Export". Next, select your trading account in the first dropdown and then the platform as Schwab in the second dropdown.
Schwab Import Instructions
Currently Supported:
Stocks
Options
Futures
Note: If you are using csv file from ThinkorSwim platform, please choose "ThinkorSwim" from the platform list.
Log into your Schwab account.
Click on "Accounts" and then History.
Select the date range and click on "Go" to view all your trades.
Now click on the export Export link at the top right of the page and save the file in CSV format.
Upload the CSV file by clicking on the "Choose File" box in this page.
Alternative Instructions
Note: The file exported by following the above instructions will not have timestamp field. Please use the instructions below if you want your file to include timestamp information.
Log into your ScreetSmart Edge platform
Navigate to "Account Details" and then "Order Status"
Right-click anywhere over the Account Details area
Select "Export" and then select CSV format
Upload the CSV file by clicking on the "Choose File" box in this page.
Alternative instructions for Schwab StreetSmart Central (Note: This file does NOT have timestamps)
Log into your ScreetSmart Edge platform
Accounts and click on "Activity"
Choose your preferred date range and select "All trades" in the Type dropdown
Click on the "Download" icon at the top right corner > Click on "Excel" option
Open this xls file in Excel and save it as .csv
Upload the CSV file by clicking on the "Choose File" box in this page.
Please make sure to follow the instructions exactly to import your data correctly. If you still have any issues, please don't hesitate to contact us at support@tradesviz.com with info about your broker/platform and the file as the attachment.
If you do not see your broker on in our supported brokers list, please contact us at support@tradesviz.com with: Broker/platform name & website, CSV/XLS/TXT file of the trades, instructions you used to export the file. Once we get the information, we will add support for your broker/platform as soon as we can.
Updated on: 17/02/2025
Thank you!