thinkorswim for execution. TradeInsights for the truth.
Connect Schwab with secure OAuth — your stock and options trades journal themselves, and the AI tells you what the data says.
Read-only access — TradeInsights can never place trades or move funds.
Schwab traders — especially the thinkorswim crowd — have world-class execution tools and almost nothing for systematic self-review. The platform shows you everything about the market and very little about you. TradeInsights connects via secure OAuth (you log in with Schwab directly; we never see your password) and builds the missing layer: a performance journal with options-aware analytics and AI coaching on your actual fills.
Connect Charles Schwab in minutes
Uses secure OAuth (you log in with Schwab directly). Most traders are synced in under five minutes.
- 1
Start the secure connection
In TradeInsights: Broker Integration → Charles Schwab → Connect. You're redirected to Schwab's own login page — credentials are entered with Schwab, never with us.
- 2
Authorize read-only access
Schwab shows exactly what's being shared: account and trade data, read-only. Approve it and you're redirected back — no API keys to manage.
- 3
Pick the accounts to journal
Choose which Schwab accounts to sync — say, your active trading account but not the retirement account.
- 4
History imports and stays current
Your trade history imports, options orders are kept as structures, and new fills sync automatically — including thinkorswim executions, which clear through the same Schwab accounts.
What syncs from Schwab
Every field your analytics and AI coaching need — captured automatically.
- Stock trades with full execution details
- Options trades, single-leg and multi-leg
- thinkorswim executions (same Schwab accounts)
- Entry/exit with partial fills assembled
- Realized P&L per position
- Commissions and per-contract fees
- Timestamps for day-trade vs swing analysis
- Multiple Schwab accounts, individually selectable
What your Schwab data unlocks
A journal is only as good as the analysis it produces
Options results as strategies, not legs
Verticals, condors, and covered calls tracked as whole structures with net credit/debit and outcome. Leg-by-leg accounting — what most journals do — makes options statistics meaningless.
Day trades vs swings, separated
Intraday and multi-day trades get split automatically, so you can see which timeframe actually pays you — and watch your PDT-relevant day-trade frequency along the way.
AI coaching on equity-trader patterns
Earnings gambles, chasing gap-ups, averaging down on 'quality names' — the classic stock-trader leaks show up clearly in synced data, and the AI coach names yours with examples from your own fills.
A continuous record across brokers
If you also run IBKR or a crypto account, everything joins one journal — your performance history stays whole even as your broker lineup changes.
Charles Schwab journal — FAQ
Does TradeInsights see my Schwab password?
No. The OAuth flow happens entirely on Schwab's site — you authenticate there and approve read-only data sharing. TradeInsights receives a revocable token, never credentials, and can never place trades.
Do thinkorswim trades come through?
Yes — thinkorswim executes through your Schwab accounts, so its fills are part of the same trade data the connection imports.
Are multi-leg options orders handled?
Yes — spreads and combos import as single structured trades with net pricing and a single win/loss outcome, keeping your statistics honest.
Can I exclude my retirement accounts?
Yes — you choose exactly which Schwab accounts sync during setup, and you can change the selection later.
How do I disconnect?
Remove the connection in TradeInsights or revoke access from your Schwab account settings — either kills the token immediately. Your already-imported journal history remains yours.
Your Schwab history has the answers. Go find them.
Connect your account, import your history, and let the AI coach show you what's working — free to start.
14-day Premium trial included. No credit card required.