Track Charles Schwab trades using Sharesight
Investors can now import trades automatically to their Sharesight portfolio from US broker Charles Schwab and leverage Sharesight’s award-winning performance, dividend tracking, and tax reporting features.
Why use Sharesight with Charles Schwab?
There’s a raft of features that make Sharesight the must-have portfolio tracking tool for investors, with Sharesight you can:
Get the true picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology
Import your historical Charles Schwab trading data
Importing your historical Charles Schwab trading history into Sharesight is easy. All you need to do is:
Download your historical trading data CSV from Charles Schwab
Automatically import ongoing trades to Sharesight
It’s easy to use Sharesight’s Trade Confirmation Emails feature to add Charles Schwab trades to your Sharesight portfolio. Read our Trade Confirmation Emails help page to get started, then forward your trade confirmations to the unique portfolio email address for your portfolio located under the Integrations tab in the Trade Confirmation Emails section.
We need your help to add more brokers in the USA!
If your broker is not yet on Sharesight’s list of supported brokers but they send you trade confirmation emails (or you’re able to download the PDF trade confirmations, or a CSV of historical trades from your broker manually), then ask us to support your broker by leaving us a message in the chat interface when logged in to your Sharesight account.
We just need a handful of sample trade confirmation emails/CSV examples in order to support a new broker, so reach-out today if you’d like to see yours added!