Automatically journal and analyse all your Charles Schwab trades: automatic sync through SnapTrade, our connection partner, read-only, then stats, discipline and an AI coach. Read-only.
Charles Schwab gives access to stocks and futures.
Charles Schwab connects through SnapTrade, our broker connection partner. You link your Charles Schwab account at SnapTrade, then authorise Tradoshi to read it. Tradoshi never sees your Charles Schwab password and cannot place any order.
In Import / Connect, click + Add an account, type Charles Schwab, then click Connect Charles Schwab via SnapTrade.
SnapTrade opens: sign in, or create your SnapTrade account in a minute, then link your Charles Schwab account with your usual credentials.
You authorise Tradoshi to read your accounts. Back in Tradoshi, your history lands in the journal.
Charles Schwab sends its transactions once a day: a trade placed today reaches your journal tomorrow. If you prefer, importing your Charles Schwab statement remains possible at any time.
Can Tradoshi trade on my Charles Schwab account?
No. The authorisation you grant is read-only: Tradoshi reads your accounts and history, it cannot place any order.
Why does Charles Schwab go through SnapTrade?
Because Charles Schwab does not open its API directly to every trading journal. SnapTrade is a broker connection service: you link your account there once, and Tradoshi then reads your transactions with your authorisation.
Is my Charles Schwab data safe?
Yes. You sign in at Charles Schwab and at SnapTrade, never with us: Tradoshi sees no password, and you can withdraw the authorisation at any time.