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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.

There are two ways to connect Charles Schwab to Sharesight depending on where you are in your setup:

  • New to Sharesight? Start by importing your full trade history using the steps below, then add your portfolio email address under Trade Confirmation settings in Charles Schwab so future trades sync automatically.
  • Already using Sharesight? Skip the history import. Add your portfolio email address under Trade Confirmation settings in your Charles Schwab account — Charles Schwab will automatically send each eConfirm to Sharesight every time you trade.

How to import your historical trades from Charles Schwab

  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 Search for your broker or Add investment then Upload via broker.

  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.

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.