Thinkorswim Trading Journal

Import Thinkorswim trades from a CSV export

In Thinkorswim desktop, open the Monitor tab and go to Account Statement. Set your date range, right-click the Account Trade History section, and export to file. That CSV contains every execution with time, side, quantity, and price.

Drop the file into Trend Chasers and round-trip trades are matched automatically — opens paired with closes, P&L computed per trade. Review the parsed list, deselect anything you do not want, and import to your calendar.

Or screenshot your positions — AI does the parsing

For quick end-of-day logging, screenshot the P/L or positions screen in the Thinkorswim mobile app. The AI import reads symbols, daily P/L, and options details like strikes and expirations when visible.

You always review before saving: flip P/L signs, fix symbols, or drop rows. Nothing enters your journal without your approval.

Why traders journal Thinkorswim trades separately

Thinkorswim shows account performance, but it is not a journal. A dedicated journal adds setup tags, notes, screenshots of your charts, win-rate analytics, and a calendar view that makes green and red streaks obvious.

Because Trend Chasers never asks for your Schwab login, you can journal a live account, a paper account, or both — completely separated from your brokerage access.

Frequently asked questions