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      • Charles Schwab Positions CSV Instructions
      • E*TRADE Positions CSV Instructions
      • Fidelity Positions CSV Instructions
      • Interactive Brokers Positions CSV Instructions
      • tastyworks Positions CSV Instructions
      • TD Ameritrade Positions CSV Instructions
    • Regrouping Legs to Different Open Positions
    • Splitting Transactions
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    • All Metrics & Terms
      • Account (Brokerage)
      • Account Balance (Net Liq.)
      • Amount
      • Annual Expected Range
      • Badge - Expiring Soon
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      • Badge - Uploaded Today
      • Close Date
      • Closed Position
      • Cumulative Return
      • Breakeven
      • Daily Expected Range
      • Daily Return
      • Days in Trade
      • Deposit (Withdrawal)
      • Entry Date
      • Fees
      • Latest Import
      • Latest Transaction
      • Leg
      • Notes
      • Original Cost
      • Original Expiration Date
      • Position
      • Realized P/L
      • Strategy
      • Tag (Position)
      • Transaction
      • Underlying
    • Position Hierarchy (Group Structure)
  • Error Resolutions
    • Wingman Doesn't Accept Trading History
    • Formatting Trade History Columns (TD Ameritrade)
    • "Can't Filter Underlying by CSV"
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  1. Getting Started
  2. Adding an Account

Charles Schwab Positions CSV Instructions

How to retrieve the Positions CSV from Charles Schwab.

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Last updated 4 years ago

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You only use this Positions CSV file from Charles Schwab when adding an account. Importing transactions day-to-day going forward is another CSV, which has its own (very simple) instructions.

1. Once logged onto your Schwab account on the web, select the Accounts tab and Positions submenu (#1 in screenshot below)

2. Click the dropdown to select the account you want to add to Wingman (#2 in screenshot below)

3. Click the Export button on the right (#3 in screenshot below)

4. Click "OK"

5. Save the file to any folder on your computer - you will then select this file in Wingman (no need to open it on your computer).