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Schwab Trading Journal

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Import Schwab trades

Import your Schwab trades into RizeTrade and review your trading performance in more detail.

Bring your Schwab trading history into RizeTrade using supported broker sync or file import. You can also enter trades manually when you want to add extra detail or log a trade yourself.

Once your history is inside RizeTrade, you can review trades, performance and behaviour from one place.

Trades table listing imported fills, each with symbol, entry, exit, volume, net profit and R

Review past trades on the chart

Open previous trades and see your entries and exits directly on the chart.

Review how price moved around the position, whether your timing made sense and how the trade developed after entry.

It gives you more context than looking at fills and P&L alone.

A previous trade replayed on a five-minute chart, with entry, exit, stop and target marked

Review trade quality

RizeTrade helps you look beyond whether a trade finished in profit or loss.

Use Trade Grade to score the quality of the decision, then use Trading Efficiency to review how well the opportunity was handled.

Add notes alongside the trade so your reasoning is still there when you come back to review it later.

Trade efficiency at 66.1%, each bar showing the part of the move captured and the part left behind

Analyse your trading with AI

Trading Mentor AI helps you analyse the trades already inside your trading journal and look for patterns across your own history.

Ask questions across your own trading history, such as:

  • Which trades have my strongest execution?
  • What mistakes keep appearing?
  • Where are my exits hurting performance?
  • Which behaviours are common in my best trades?
  • Has my trading become more consistent over time?

Use the answers to find areas worth reviewing in more detail.

The Ask Trading Mentor AI box over a tag breakdown, with prompts for reviewing today's trades and how to improve

Track discipline and emotions

Use RizeTrade to record what was happening around the decision, not just the result.

Track emotions such as confidence, frustration, patience or hesitation.

The Discipline Tracker also lets you record whether each trade followed the rules you set for yourself.

This makes it easier to compare trading behaviour with actual performance.

The emotion list open on a trade, with options from Fear and Greed through to Calm and Regret

Review your P&L calendar

See your trading results across the month in one clear view.

The P&L Calendar helps you identify stronger days, difficult periods and changes in trading activity.

When a day stands out, open the trades behind it and review what happened.

Six months of trading as calendars, each month showing its own total, three of them negative

Analyse your trading statistics

RizeTrade Statistics help you review performance across a larger group of trades.

Compare results, identify recurring patterns and see how your trading changes over time.

Use Journal Reports when you want to bring performance, execution, discipline and trade quality into a more structured review.

A cumulative profit and loss curve with profit factor, average hold time, average win and loss and win rate above it

Schwab journal features

  • Trading Mentor AI

    Analyse patterns across your trading history.

  • Past trade charts

    Review entries and exits with more context.

  • Trade grade

    Score the quality of each trade.

  • Trading efficiency

    Measure how well you handled each opportunity.

  • P&L calendar

    See your daily trading results.

  • Broker sync & file import

    Bring supported Schwab trading data into RizeTrade.

  • Manual trade entry

    Add individual trades yourself.

  • Emotion tracking

    Track mindset alongside performance.

  • Discipline tracker

    Measure whether you followed your rules.

  • Statistics

    Review patterns across your wider trading history.

  • Journal reports

    Create structured performance reviews.

Review your Schwab trades

Turn your Schwab trading history into something you can properly analyse.

Review your trades, measure execution and use your journal to find the patterns that matter.