🏛️

Import Charles Schwab CSV into Pocket Portfolio

Export your Charles Schwab transaction history to CSV, then import in seconds. Everything runs in your browser — your data stays on your device.

Sovereign import — parse your Charles Schwab CSV in the Terminal.
On-device parsing. No uploads. Keep your ledger local.

Tired of Wrestling with CSVs?

Stop manual exports. Sync your Charles Schwab data directly to Google Drive with Sovereign Sync.

About Charles Schwab

Full-service investment firm

Required CSV Columns

Your Charles Schwab CSV export must include these columns:

  • Date
  • Symbol
  • Action
  • Quantity
  • Price
  • Amount

Sample CSV Format

Date,Symbol,Action,Quantity,Price,Amount
2024-01-01,AAPL,BUY,10,150.00,1500.00

Step-by-Step Import Guide

Step 1: Export Your Data

Sign in at Charles Schwab (schwab.com). Open Accounts → History or Statements, then export or download your transaction history or account activity as CSV.

Step 2: Verify Required Columns

Ensure your CSV contains the required columns listed above. If any columns are missing or named differently, you may need to rename them or export a different report from Charles Schwab.

Step 3: Sign In to Pocket Portfolio

Sign in to Pocket Portfolio using your Google account to access the CSV import feature. No registration required - just click "Sign in with Google".

Step 4: Upload Your CSV

Navigate to the dashboard and use the "Import CSV" feature to upload your exported data. Pocket Portfolio will automatically detect the Charles Schwab format and map the columns.

Step 5: Verify Import

Review your imported trades and positions to ensure everything looks correct. You can edit or delete individual trades if needed.

Tips & Troubleshooting

  • Use Schwab account statement export
  • Include all transaction types
  • Verify commission calculations

Ready to Import Your Charles Schwab Data?

Sign in to Pocket Portfolio and import your Charles Schwab trading data in minutes.

Related Import Guides