Import your Charles Schwab trades
Charles Schwab (thinkorswim) already exports your trade history as a CSV. Drop that file into the free StockTools trading journal and it rebuilds your closed trades — P&L, win rate, and your edge by setup — with no manual typing. The file is parsed in your browser; nothing is uploaded.
Some journals keep CSV import behind a paid plan; one we checked in July 2026 charged 10 USD a month for it. Here it is free on every plan, and it works without an account.
Step by step
- 1Sign in at schwab.com and open the account you traded in.
- 2Go to History & Statements, then the Transactions tab.
- 3Set the date range to the period you want to journal.
- 4Click the Export link (top-right of the transaction table) and choose CSV.
- 5On StockTools, open the Journal, click Import CSV, and pick the file.
Schwab exports one row per execution with Date, Action (Buy/Sell), Symbol, Quantity, Price, and Fees & Comm. The import pairs your buys and sells into closed trades automatically.
Broker menus move around; if a step has shifted, the Charles Schwab help center above has the current path. The import reconstructs round-trip trades from your fills and skips any position still open — a journal logs what you closed. This is a record-keeping tool, not trading advice.