Related Articles
Schwab Import
To download your transaction from Schwab. Go to https://www.schwab.com and login to your account. Click on History and the Transaction tab will show by default. Select the time frame that you wish to download. Click on Export.
Removing Trades
To clear all trades from you account. Go to Trades on the left hand side. And then go to Advanced and Delete All Trades. Once the popup comes up click on Delete All Trades This process cannot be reversed and it cannot be undone. Please make sure ...
Import Trades
To import trades go to Accounts --> Import Select the Account you wish to import Select your Broker The directions will be on the right hand side to download from your broker. Once you have downloaded the file from you broker Click on Browse and ...
Import from Think or Swim (TOS) Paper Trading
Open and Login into Think or Swim. Go to the Account Page and then click on the hamburger menu on the top right. Click on Export to File and Save it to your Desktop. Once you save that file, go ...