US broker · Westlake, Texas, USA
Charles Schwab Trading Journal & Psychology Analysis
US discount broker giant. Trade history is exported from the History & Statements section of schwab.com.
Equity / StocksOptionsFutures
How to export your tradebook from Charles Schwab
File formats supported: CSV, PDF. Typical filename: Schwab_Transactions_XXXXXX.csv
- Accounts
- History & Statements
- Transactions
- Export
What TradeSaath analyses in your Charles Schwab file
We map the columns your broker exports onto our standard schema, then run pattern detection across every trade.
symbolsideqtypricedatetime
Patterns we commonly detect on Charles Schwab traders
Hope & Hold
Holding a losing position past the planned stop, hoping it will recover — there is no longer a thesis, only hope.
Late Entry
Entering a setup after the optimal entry zone has passed — chasing instead of waiting.
Sunk Cost Fallacy
Holding a losing position because of the money already invested, rather than the position's current merit.
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