A trading journal for Schwab and thinkorswim
TradeTally connects to Charles Schwab, including thinkorswim accounts, through Schwab's official API and pulls your fills in automatically on the Pro plan. On the free plan you can import thinkorswim account statement exports instead. Either way, every trade gets P&L, R-multiples and a place for notes, and Pro checks your fills for revenge trading and early exits.
At a glance
| Connection | Schwab OAuth (official API), Pro plan |
|---|---|
| Accounts covered | Schwab brokerage and thinkorswim |
| Free alternative | Import thinkorswim account statement exports |
| Asset classes | Stocks, ETFs, options and futures |
| Pro price | a low monthly price, with a 14-day trial and no card |
Connect once, then trades arrive on their own
Sign in to Schwab from TradeTally's broker sync page and approve access. TradeTally then syncs your executions on a schedule, groups them into trades, and applies Schwab's commissions and fees. Partial exits and scale-ins are reconciled into a single trade with a weighted average price.
Schwab requires you to re-approve third-party access every seven days. TradeTally emails you when the connection needs approving again so the journal does not fall behind.
thinkorswim exports on the free plan
If you do not want to connect your account, export the Account Statement from thinkorswim and upload it. TradeTally recognises the format automatically. The free plan imports up to 100 executions per file, with no limit on the number of files or total trades.
What you see once your Schwab trades are in
- Daily P&L on a calendar, and performance by hour, symbol, setup and tag
- Win rate, profit factor, expectancy and R-multiples on every plan
- MAE/MFE: how far each trade went against you and how much you left at the exit (Pro)
- Revenge entries after a loss, losers held longer than winners, and early exits, each with its dollar cost (Pro)
- Options legs grouped into spreads and multi-leg strategies
Does TradeTally work with thinkorswim?
Yes. thinkorswim accounts are Schwab accounts, so TradeTally Pro syncs them through the Schwab connection. Free accounts can upload thinkorswim account statement exports.
Is the Schwab connection safe?
TradeTally uses Schwab's official OAuth flow, so you sign in on Schwab's site and TradeTally never sees your password. Connection tokens are encrypted at rest, and you can disconnect at any time from Schwab or from TradeTally.
Does Schwab sync include my old TD Ameritrade trades?
No. Schwab's API only returns trades placed on Schwab itself, not history carried over from TD Ameritrade. Import a thinkorswim account statement once for older trades, and the sync keeps the journal current from then on.
Last updated 2026-11-06.