Schwab portfolio tracker & trading journal

What syncs from Charles Schwab

What does not come across: real-time streaming quotes, thinkorswim charting, watchlists and alerts, futures and forex positions traded on thinkorswim, statements and tax forms (1099s), and any account you do not explicitly grant during the OAuth step. StackViewer reads investment data only — it will not import Schwab Bank checking, bill pay or lending detail.

Sync runs three times a day and position values refresh about every 30 minutes during market hours. StackViewer is not a real-time tool and is not built for day traders working thinkorswim intraday.

What Schwab's own reporting doesn't show you — and the TD Ameritrade question

If you were a TD Ameritrade client, your accounts were moved to Schwab in the 2023–2024 transition and the TD Ameritrade platform and its API were retired on 10 May 2024 (Schwab, schwab.com/td-ameritrade, as of 2026-09-10). In practice that means StackViewer connects to Schwab, not TD Ameritrade: there is no live TDA endpoint left to link. Your migrated positions transferred in-kind, so your holdings and cost basis carried over, but your trade history now lives inside Schwab's records rather than the old TDA app. StackViewer imports whatever Schwab returns for that history, so your realised gains and hold periods rebuild from the Schwab side. If a very old TDA-era fill is missing on Schwab's end, StackViewer can't invent it — you can add those trades manually to the journal so the record is complete.

Schwab's own dashboard is built to show you a balance and a simple gain figure per account. What it does not do well is answer the questions that matter to a months-to-years investor: what is my true time-weighted return once deposits and withdrawals are stripped out, how does one account's risk compare to another, and were my decisions any good? A common Schwab quirk is that many investors run a taxable brokerage account and one or more IRAs (Traditional, Roth, or a Rollover IRA built from those migrated TDA assets) under a single login. Schwab shows these side by side but leaves you to add them up. StackViewer imports each account you consent to share and lets you view them separately or as one household portfolio — so your Roth's tax-free compounding and your taxable account's harvestable losses are visible in the same place, with StackViewer's 15+ risk metrics (Sharpe, Sortino, Alpha, Beta, Max Drawdown, VaR) computed across the combined book. It then layers behavioural analysis on top, tagging each trade with your reason, conviction and emotion so you can see whether your best returns came from your highest-conviction ideas or from luck.

Also use Fidelity?

Schwab and Fidelity are the two accounts investors most often hold together, usually because an employer 401(k) or HSA sits at Fidelity while a taxable brokerage or Rollover IRA sits at Schwab — and after the TD Ameritrade move, a lot of former TDA users landed at Schwab with a Fidelity account already open elsewhere. The problem is that neither firm knows the other exists, so your real allocation and your real return are split across two logins. Connect both and StackViewer produces a single time-weighted return across the two accounts, a combined diversification score, and one dividend calendar — rather than two apps you mentally add together.

How the combined multi-broker view works →

Is it safe to connect Charles Schwab?

The connection is read-only OAuth through SnapTrade. You log in on Schwab's own site and agree to the Schwab Access User Agreement — StackViewer never sees your credentials and never stores them. The token that comes back can read positions and history and nothing else: StackViewer requests read access only, so even though Schwab's underlying API can support trading for other tools, StackViewer cannot place a trade or move a dollar, and no trading permission is requested at any point. Schwab's connections are long-lived, so you should rarely need to reconnect, but you can revoke access from inside your Schwab profile whenever you want.

Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, authentication runs on AWS Cognito with optional TOTP MFA, and SnapTrade is SOC 2 Type 2 compliant. You can export everything to CSV or delete your account at any time. Full detail on the security page.

Which other brokers can you connect?

StackViewer supports 31 brokers. Search for the others you use:

Frequently asked

Is it safe to connect Charles Schwab to StackViewer?

Yes — read-only OAuth through SnapTrade. StackViewer never sees your Schwab credentials and cannot trade or move money. Revoke it from Schwab in one click.

Can StackViewer place trades on my Charles Schwab account?

No. StackViewer only requests read access, so the token cannot trade even though Schwab's API supports trading for other tools.

How often does Charles Schwab data sync?

Three times a day, with position values refreshed roughly every 30 minutes during market hours.

Is the Charles Schwab integration free?

Yes, on the free plan, with no credit card.

What Charles Schwab data does StackViewer import?

StackViewer imports your Schwab positions (stocks, ETFs, mutual funds, options and cash), your transaction and trade history, cash balances and dividend activity, across each Schwab account you consent to share, including taxable brokerage accounts and IRAs held under the same login.

StackViewer is not affiliated with, endorsed by, or sponsored by Charles Schwab. Charles Schwab, TD Ameritrade, thinkorswim and their logos are trademarks of their owners. Broker connectivity is provided through SnapTrade and the available data depends on what Schwab exposes; details verified 11 May 2026 and subject to change. Not financial advice.