Stocks and options
Charles Schwab trading journal
One transactions export, three asset classes, told apart per symbol.
Exports we read from Charles Schwab
- Transactions export (History → Export)
Auto-detected on upload. You do not pick the format.
What Tradeblyn does with a Charles Schwab file
- Options are priced per contract at 100 shares rather than per share, which is a factor of a hundred and easy to get wrong.
- Futures arrive with the CME leading slash, and that is what tells us to apply a contract multiplier. A plain ticker is never treated as a futures contract, so a stock whose symbol happens to match a futures root is left alone.
- Fees and commissions are read from the Fees & Comm column.
Then what
Once your trades are in, Tradeblyn shows you the calendar of what each day cost or made, your win rate and R-multiple by setup, the hours and weekdays you actually make money in, and how closely you followed your own playbook. You can tag mistakes, grade trades, and write the pre-market plan you then get scored against.
Everything you write is yours. Export the whole journal as spreadsheets whenever you like, including after a subscription lapses.
Not listed? Any CSV works. If Tradeblyn cannot identify the file, you map the columns once yourself and it imports the same way, and the mapping is saved for next time.
Other stocks and options platforms
7 days free, no card. Then one price for everything.
Import your Charles Schwab history