Tradervue now supports importing trade data from Schwab! To import your trades, go to the Tradervue Import page, select Schwab, and follow the instructions.
Schwab does not include execution times in their export data. Because of this, there are some limitations on certain functions in Tradervue when using this data. For more information, see Importing without execution times.
Note that activity in Schwab Cash Reserves (SWSXX) will be ignored on import.
Tradervue now supports importing trade data from OptionsXpress! To import your trading data, just go to the Tradervue import page, choose OptionsXpress, and follow the instructions.
As always, if you don’t see your broker or platform on our supported list, or we don’t yet have the specific feature supported that you need, please let us know!