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Track Charles Schwab trades using Sharesight

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Jun 25th 2020

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.

track charles schwab stocks

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:

Import your historical Charles Schwab trading data

Importing your historical Charles Schwab trading history into Sharesight is easy. All you need to do is:

  1. Sign up for a FREE Sharesight account

  2. Download your historical trading data CSV from Charles Schwab

  3. Import your historical trades into Sharesight using our broker import wizard

US Broker CSV import

Automatically import ongoing trades to Sharesight

Sharesight’s Trade Confirmation Emails feature is an effortless way to import historical and ongoing trades to a Sharesight portfolio. By simply having your broker’s trade confirmations forwarded to your unique Sharesight email address, all of your trades are synced to your portfolio, inclusive of corporate actions such as dividends, mergers and stock splits, with no effort on your part.

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!

FURTHER READING

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Track your AJ Bell trades with Sharesight

by Stephanie Stefanovic | Jun 20th 2024

If you trade using UK broker AJ Bell, you can automatically track the performance of your trades using Sharesight's portfolio tracker.

Sharesight email alerts

Stay on top of your Sharesight portfolio with email alerts

by Stephanie Stefanovic | Jun 17th 2024

Sharesight makes it easy to stay on top of your portfolio with email alerts for corporate actions, share price changes and weekly performance summaries.

June product updates

Sharesight product updates – June 2024

by Ben Clendon | Jun 11th 2024

Key updates this month include the deployment of the new holdings page to all users, additional broker support and improvements to reporting and trade creation.