CSV / Excel Import

    The Best Trading Journal for Charles Schwab

    Maximise your performance at Charles Schwab with MMplatinum. Our specialised import template allows you to analyse your transaction history along with all details directly from the portal. Perfect for long-term investors and active traders looking to objectively evaluate their strategies.

    How to set up the integration

    A few steps to a complete Charles Schwab journal.

    1. Export CSV from Charles Schwab
    🚧

    Export description coming soon.

    2. Import via Smart Import Wizard
    1. 1Click "Start Smart Import".
    2. 2Select your Target Account and click "Continue to the File Upload".
    3. 3Click "Select File" and upload your Broker Export File.
    4. 4Scroll down and click "Proceed to Column Mapping".
    5. 5Select the Broker Template "Charles Schwab", scroll down and click "Continue to Preview".
    6. 6When everything is valid, click "Start Import" and let the Wizard do his thing.
    7. 7Note: Only Buy and Sell transactions are imported. Dividends, journal entries, margin interest etc. are automatically skipped.

    Smart Import Wizard in Action (Example: NinjaTrader)

    Correct CSV Headers

    DateActionSymbolDescriptionQuantityPriceFees & CommAmount
    Why MMplatinum?

    Those who analyse, improve.

    Most traders lose because they don't know their mistakes. MMplatinum changes that.

    40+
    Metrics

    Finally know what works

    Win rate, profit factor, expectancy, max drawdown – and many more metrics show you at a glance where you're leaving money on the table.

    20+
    Import Templates

    Your broker is supported

    With 20+ ready-made import templates, the Smart Import Wizard recognises your CSV and maps all columns automatically – in seconds.

    AI
    Mentor

    Your personal trading coach

    After every trade, your AI mentor analyses your decisions and gives you concrete, data-driven suggestions for improvement.

    Go to Trading Journal
    READY TO GET STARTED?

    Connect Charles Schwab
    and improve your trading.

    Connect Charles Schwab with MMplatinum in just a few minutes and get started with AI-powered analysis.

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