USImport Charles Schwab trades into TradeRitual.
Connect Charles Schwab once and your trades sync automatically every day - or import a file whenever you like. Track Stocks, Options with full P&L analytics.
Auto-sync Charles Schwab
- 1
In TradeRitual, open Import (or Settings → Integrations) and click "Connect your broker."
- 2
In the secure window, choose Charles Schwab and sign in - read-only access.
- 3
Pick which account(s) you want to sync.
- 4
Done - your Charles Schwab trades import automatically, every day.
Import a Charles Schwab file
- 1
Open Account History
Sign in at schwab.com and open your account's History.
- 2
Set the date range
Use the date filter to choose the period you want to export.
- 3
Export as CSV
Click Export and choose the CSV format.
- 4
Import into TradeRitual
Drop the downloaded file into TradeRitual.
Charles Schwab - questions
Does TradeRitual work with Charles Schwab?
Yes. Charles Schwab connects for automatic daily sync, and you can also import a file. Stocks, Options are supported.
How do I import Charles Schwab trades?
Connect Charles Schwab once in Settings → Integrations and your trades sync automatically every day. Prefer files? You can also export a CSV/Excel/HTML report and drag it in.
Which Charles Schwab assets can I track?
Stocks, Options. P&L, fees, and multi-leg positions are handled automatically.
Does Charles Schwab sync automatically?
Yes - auto-sync is available on the Growth plan and up. Connect once and new Charles Schwab trades arrive in your journal daily, with no manual exports.
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Journal your Charles Schwab trades.
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