Import guide · last verified September 2026

How to export your trade history from thinkorswim

thinkorswim, now under Schwab, exports an Account Statement that includes your trade history. The desktop platform gives you the cleanest CSV.

Export your fills from thinkorswim

1. Open the thinkorswim desktop platform, click the Monitor tab, then Account Statement in the left sidebar.
2. Set the date range. For a first import, pull as far back as your account allows.
3. Click the gear icon in the Account Statement header, choose Export to file, and pick CSV.
4. Save the file. In the newer Schwab interface the equivalent path is Accounts, then Statements.

Good to know

• The Account Statement bundles several sections (trades, money movement, dividends). We read the trade rows and skip the rest.
• If you trade on schwab.com instead, its activity report exports the same fills.

Import it into TickerReplay

In TickerReplay, open Import and drop the file in. We detect the thinkorswim layout from its headers, rebuild every fill into trades with multi-leg options kept whole, and skip anything already imported, so re-importing a wider export is always safe.

Start free and import your thinkorswim history. The free plan covers 30 trades per rolling 30 days with the full reports suite and export.

Broker interfaces change. These steps were verified in September 2026; if thinkorswim has moved something, tell us at support@tickerreplay.com and we'll fix it. SES Technology Ventures LLC.