Charles Schwab Trading Journal

Charles Schwab connections are paused right now

Schwab is finishing its review of our connection — brokerages approve each app individually, and Schwab’s takes about a week. Connections will open as soon as they approve it. Trades you have already imported are unaffected, and Robinhood and manual entry work as normal in the meantime.

Sync your Charles Schwab trades

Open Connect broker in the sidebar, pick Charles Schwab, and approve a read-only connection. The login happens on Charles Schwab's own page through SnapTrade, a broker-data provider — your password is never typed into Trend Chasers and never reaches it.

Press Sync and your fills come across. Opens are matched to closes into round-trip trades with the P&L worked out per trade, fees included where the brokerage reports them, and they land on the calendar ready to tag and annotate.

Thinkorswim accounts are Schwab accounts, so one Schwab connection covers your thinkorswim activity as well — there is no separate thinkorswim connection to make.

Or log them by hand

Log trade takes a symbol, a P&L, a side and a setup tag, and that is a journal entry. Most people who log manually do it at the end of the session from their own P/L screen.

The two mix: sync one account and hand-log a second broker, a prop account or a paper account in the same journal.

Why journal Charles Schwab trades separately

Charles Schwab tells you what your account is worth. It does not tell you which setup is actually paying, what time of day you give money back, or whether the rule you broke on Tuesday is the one costing you the most. That is what a journal is for: tags, notes, and a calendar where a losing streak is visible at a glance.

The connection is read-only: it can read your trade history, and it cannot place an order, move money, or change a setting. Disconnect whenever you like — the trades already imported stay in your journal.

Frequently asked questions