Charles Schwab trading journal — how to import your trades
There is no automatic sync with Charles Schwab. Your history comes in as a file, or trade by trade. Nothing is lost by it: the analysis, the score and the goals work the same either way.
What works with Charles Schwab
| Method | How it works |
|---|---|
| CSV import | Pick Spreadsheet (CSV file). Export your history from the platform and drop the file in.CSV import |
| Manual entry | Pick Manual Account. Works with every broker, without exception.Manual entry |
Questions people ask about Charles Schwab
- Does FixyTrade work with Charles Schwab?
- Yes. It works with every broker: CSV import and manual entry are available without exception, Charles Schwab included.
- Can Charles Schwab trades sync automatically?
- No. Charles Schwab has no automatic sync in FixyTrade: history comes in as a CSV file, or trade by trade.
- How far back does the imported history go?
- As far back as your export goes: the file you upload decides.