Charles Schwab Trading Journal
Turn your Schwab account statements into a visual trading journal. Import the CSV you already export for your records — your Schwab login never leaves your broker.
Import your Schwab account statement CSV
From Schwab.com, open Accounts → History, choose your date range, and export transactions as CSV. Trend Chasers parses the statement, matches round-trip trades, and computes P&L per position.
The importer is optimized for Schwab statement exports: it skips non-trade rows like dividends and transfers, and pairs buys with sells automatically for review before anything is saved.
Screenshot import for quick daily logging
Do not want to export a file every day? Screenshot your positions or realized P/L screen in the Schwab mobile app. AI extracts symbols and P/L for one-tap review and import.
This works well for end-of-day journaling: log the session in under a minute, add setup tags and notes while the trades are fresh.
Your Schwab credentials stay with Schwab
Many journaling tools ask you to link your brokerage with OAuth or hand over API keys. Trend Chasers never does — there is nothing to link, revoke, or worry about.
You control exactly what enters the journal, which also means you can keep separate journals per account using the multi-journal feature.
Frequently asked questions
Which Schwab export does the CSV import expect?
The transactions/history CSV export from Schwab.com. Thinkorswim Account Statement exports are also supported — see the Thinkorswim guide.
Will Trend Chasers ever ask for my Schwab password?
Never. There is no account linking of any kind. You export data from Schwab yourself and import it manually.
Can I track multiple Schwab accounts?
Yes. Create a journal per account and switch between them — each keeps its own trades, stats, and calendar.
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