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Import Charles Schwab trades into Forexizer

Forexizer imports completed trades from an exported file. Live account sync is not available yet.

1. Export closed trades

Open History → Transactions and export CSV.

2. Import and check the preview

1. In Forexizer, open Accounts → Add account and choose the same trading platform, or select Import CSV from an existing account.
2. Upload the exported file. Check account, trade count, date range, timezone, commission, swap, and net P&L in the preview.
3. Import when those totals match your trading platform. Keep the original export until you have checked the result.

If the file is not recognized, use the column mapper or contact support with the export format. Do not upload account passwords or API keys.