TradeOlogy
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    American multinational financial services corporation. Connect Schwab to TradeOlogy and every fill syncs on its own, so your journal, analytics, and reports build themselves from your real trades - covering stocks, options, futures, with positions and full history included.

    About the Schwab integration

    TradeOlogy links to your Schwab account through SnapTrade and imports your trades automatically. There is no spreadsheet to maintain and nothing to copy across by hand - once you connect, your fills flow in on their own and stay current as you keep trading.

    From those trades TradeOlogy auto-journals every position, then builds your analytics, performance metrics, and reports for you. Your Schwab history becomes a full picture of how you trade, ready to review the moment a trade closes.

    What TradeOlogy syncs from Schwab

    Positions & holdings
    Stock, ETF, ADR, Mutual Fund, Option
    Transactions
    Buy/Sell, Dividend, Deposit/Withdraw, Interest, Adjustment, Transfer
    Account types
    Basic Trading, Traditional IRA, Roth IRA, Rollover IRA, SEP IRA, SIMPLE IRA, 401(k)
    Balances
    Total Cash, Buying Power, Total Account Value

    Market quotes: Delayed 15min · Transaction history: Last 2 years

    TradeOlogy is read-only. We import your trades to journal them - we never place trades or move funds.

    How to connect Schwab to TradeOlogy

    1. 1Sign in with Schwab's secure login (OAuth). Your password never touches TradeOlogy.
    2. 2TradeOlogy imports your full history and open positions from Schwab.
    3. 3Your journal, analytics and reports build themselves from your real fills.

    Is it safe to connect my Schwab account?

    Yes. The Schwab connection is built to be read-only and private from end to end.

    • Read-only access - We can never place a trade or move money. TradeOlogy only reads your fills to journal them.
    • Bank-level encryption - The connection runs through SnapTrade, a regulated data aggregator. Your credentials are never stored by TradeOlogy.
    • You stay in control - Disconnect any Schwab connection anytime, and your journal is kept.

    Get started

    Start journaling your Schwab trades

    Connect Schwab and get your full performance picture the moment a trade closes.

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    Other supported brokers

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    Schwab questions, answered

    Everything about connecting Schwab to TradeOlogy.

    Yes. TradeOlogy connects to Schwab read-only through SnapTrade, a regulated data aggregator. We can see your trades and positions to journal them, but we can never place a trade or move funds, and your credentials are never stored by TradeOlogy.