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Charles Schwab

Sharesight allows you to bulk import your historical buy and sell trades directly from Charles Schwab. You can also have your ongoing trades automatically synced to your Sharesight portfolio. Keep reading to learn how.

How to import your historical trades

  1. Sign in to your Charles Schwab account.

  2. Click the Accounts > Transaction history.

  3. Select your Brokerage Account

  4. Set Date range to All.

  5. Search, then Export as CSV

  6. Login to Sharesight

  7. Click Broker tab at the top

  8. Search & select Charles Schwab tile.

  9. Upload file

  10. Click Import

How to automatically import ongoing trades

Add your portfolio email address under Trade Confirmation settings. Sharesight automatically update your portfolio whenever Charles Schwab send a copy of eConfirms.