Yes — if the fields are the same, it should import fine. If you’d like, send me a sample Schwab CSV and I can confirm.
Quick correction to my earlier reply: I answered that too broadly. Matching field names alone doesn’t guarantee the import will work, because the importer also depends on platform-specific formatting and trade-processing logic beyond just the columns. If your Schwab CSV is very close to the NinjaTrader export, it may work, but I’d need to review a sample CSV to confirm. If you want, send me a sample and I can take a look.
How do you want me to send a sample file? If you send me a sample CSV I can probably make modifications for Schwab to match whatever it is you need.
Hello – You can send the CSV to [email protected].
Thanks for sending the Schwab CSV. I checked the format, and it does not map cleanly to the free TradeJournal Edge importer because it is a brokerage transaction ledger rather than a NinjaTrader-style export.
Schwab support would require a custom importer to normalize the transaction rows and pair them into logical trades, so that would be better suited as a paid pro addon or custom build. More info: https://priceactiontools.com/support/
If there is interest, I can follow up with a Schwab-specific integration proposal.
Thanks a lot. What I’d like for now is comprehensive documentation on how to set the plugin up so that I can play around with it. And if possible some sample data that I can import so I can see how it works, how to group trades and all that. Once I see how it works I may want to automate the Schwab import process but for now some sample data would be great.
We just updated the plugin to include sample data, so you should now be able to import example CSV files and see how trade grouping, executions, and import mapping work in practice.
For setup and usage, here’s the documentation page:
https://priceactiontools.com/documentation/tradejournal-edge/
Since you’ve already installed and used the plugin, the quickest next step is to update to the latest version, then try one of the sample files from the included sample-data/ folder. That should give you a good way to play around with the workflow before moving on to something like a Schwab import process later.
