Import your Schwab account statement CSV and instantly see reconstructed spreads, accurate P&L, behavior patterns, and analytics that make you a better trader.
Schwab acquired TD Ameritrade in 2020. If you previously used ThinkOrSwim (TOS) through TD Ameritrade, your account is now under Charles Schwab — and InsightTrader supports both legacy TOS and current Schwab account statement formats seamlessly.
Export your Schwab account statement and upload it directly. InsightTrader auto-detects the format — no configuration needed.
Schwab fills are automatically grouped into complete spreads, condors, and complex strategies. One trade = one journal entry.
Detect revenge trading, overtrading after losses, and emotional decision patterns. Know exactly when your discipline breaks down.
See true net P&L after commissions and exchange fees. Schwab's fee structure is handled correctly for both stocks and options.
Win rate, profit factor, max drawdown, Sharpe ratio, P&L by day of week, by symbol, by asset class — the full picture.
TradeBot plan adds AI-powered trade analysis, pattern detection, and personalized coaching based on your Schwab trade history.
Go to schwab.com → Accounts → History & Statements
Select your date range and export as CSV. For TOS users: Monitor → Account Statement → Export.
Drag and drop the CSV file into the Import page — we handle the rest automatically.
Review your metrics, spot patterns, and make data-driven improvements to your strategy.
From basic P&L to advanced behavioral patterns, InsightTrader surfaces what Schwab's native tools can't.
Join Schwab traders who use InsightTrader to understand their edge and eliminate costly mistakes.
Yes. InsightTrader supports Charles Schwab account statement exports. If you use ThinkOrSwim through Schwab (formerly TD Ameritrade), you can export from the TOS platform directly and import into InsightTrader.
TD Ameritrade accounts migrated to Charles Schwab in 2023. InsightTrader supports both legacy TOS (TD Ameritrade) and current Schwab formats. Your historical export files will work fine.
Absolutely. InsightTrader reconstructs vertical spreads, iron condors, butterflies, straddles, and more from individual fills. Each strategy appears as one complete journal entry.
The Free tier includes 30 days of history, 200 trades, and 5 imports/month. Pro ($29/mo) removes all limits. Elite and TradeBot add advanced analytics and AI tools.
InsightTrader only reads data you explicitly upload via CSV. We never connect to your brokerage account directly. Data is encrypted in transit and at rest.
