For Charles Schwab traders

Schwab Trading Journal.
See what's actually working.

Upload a transaction history CSV, connect Schwab for auto-sync, or try a live demo. See your P&L, calendar, win rate, and symbol analytics in seconds. Works with thinkorswim trades too.

No signup for the demo thinkorswim supported Free forever plan
schwab-transaction-history.csv
Schwab transaction history
Symbol
Action
Qty
Price
P&L
AAPL
Sell
20
$189.40
+$680
SPY
Buy
10
$522.10
—
MSFT
Sell
15
$412.30
+$920
QQQ
Buy
8
$444.60
—
NVDA
Sell to Close
5
$878.80
−$240
Transactions only. No journal. ↓
Live demo

Drop your CSV. See your edge.

Upload a CSV or PDF for a live preview — your import is saved and linked when you sign up. Prefer not to export? Connect Schwab once and SuperTrader auto-syncs every fill, or try demo data below.

Drag & drop your Schwab CSV

Export from Schwab Accounts → History, then drop it here. Or try a live demo with AAPL, SPY, MSFT, and more.

The gap

Schwab's reporting won't make you a better trader.

Schwab is a great brokerage. Its reporting is thorough and compliant. But none of it is built to help you understand your own trading patterns — that's SuperTrader's job.

Tax reporting, not a journal
Schwab's gain/loss reporting is designed for your accountant, not your trading improvement. It shows what happened — not why, not what to change, not which patterns are costing you money.
No setup tracking
Whether you trade VWAP reclaims, breakouts, or earnings plays — Schwab has no concept of a 'setup.' SuperTrader lets you tag every trade, then search and analyze by setup type to find what actually works.
No pattern detection
Schwab won't tell you that your MSFT trades lose 38% more when entered after 2pm, or that you consistently oversize after a big winning day. SuperTrader detects and surfaces these patterns automatically.
No review habit tools
No daily check-in, no rule checklist, no journaling streak. The edge isn't just in your setups — it's in your daily review habit. SuperTrader makes that ritual easy to keep.
SuperTrader adds the missing layer.
CSV import or Schwab auto-sync, setup journaling, AI pattern detection, calendar heatmaps, and daily review habits — on top of the Schwab account you already use, including thinkorswim.
Built for Schwab traders

Everything Schwab reporting is missing.

schwab-transaction-history.csv
186 trades · thinkorswim included · 0.3s
CSV import + Schwab auto-sync
Drop a Schwab transaction history CSV — Buy/Sell/Sell to Close/Buy to Open all decoded automatically. Or connect once for auto-sync. Works with thinkorswim trades too.
May 2026
Trading calendar
Every day color-coded by P&L. Spot winning streaks, drawdown clusters, and the sessions you should have sat out — without digging through Schwab's transaction history.
AAPL
+$3120
SPY
+$1840
MSFT
+$960
QQQ
−$420
Symbol P&L breakdown
See which holdings make you money as a trader — not an investor. Rank by win rate, average P&L, and total return at the symbol level.
AAPLBreakout🎯
"Clean breakout above $189 on high volume. Waited for the retest, sized correctly, held to target."
#breakout#patient
Notes & setup tagging
Tag every trade with your setup, confluence, and a note. Search your full Schwab history by setup type, symbol, or time window. Build the database of your patterns.
tos
thinkorswim → Schwab → SuperTrader
SPYOptions+$480
NVDAEquity+$920
QQQFutures−$240
thinkorswim integration
Trades placed on thinkorswim appear in Schwab's transaction history and SuperTrader captures them all — equities, ETFs, options, and futures in one journal.
AI insight
SPY trades after 2pm lose 36% more. Cutting late-day SPY would have recovered +$2,480 last month.
AI performance insights
'Your SPY trades entered after 2pm lose 36% more than morning entries.' Specific, personal, actionable — delivered every morning before the open.
FAQ

Questions, answered.

Yes. Export your transaction history from Schwab (Accounts → History → Export) and drag the CSV into SuperTrader. Schwab's action labels — Buy, Sell, Sell to Close, Buy to Open — are all parsed automatically. Or connect for auto-sync and skip the exports.

Your Schwab trades, finally with insight.

Free forever · Starter $9/mo · Pro $19/mo

No credit card CSV import in seconds Schwab auto-sync thinkorswim supported