Go beyond basic account history. Leverage the power of your specialized Trading Journal to meticulously track complex options spreads, multiple accounts, and entire multi-leg strategies from your Schwab/TDA data.
The primary challenge for Schwab/TDA traders is accurately tracking complex multi-leg options and managing data from multiple consolidated accounts. Our specialized journal effortlessly normalizes your reports, allowing you to answer: Which options spread strategies (e.g., iron condors, butterflies) have the highest true win rate? And, Is my equity portfolio outperforming my speculative options trading? Get quantifiable answers quickly.
Context matters, especially for executions made on the Thinkorswim platform. Our Trade Replay feature allows you to review the price action exactly as it happened, including the necessary Level II and Time & Sales data. This is crucial for reviving the decision process that took place during your order entry and further analyzing your execution quality.
Effortlessly upload trading data from all your Schwab/TDA accounts, consolidating history from both platforms. Our system correctly groups complex options, stock trades, and crypto for seamless analysis.
Analyze the true profitability of specific options strategies (e.g., vertical spreads, strangles, butterflies). The journal mines your data to isolate and evaluate the win rate and P&L of multi-leg trades.
Our system accounts for all the complex commission and fee structures inherent to options and equity trading on Schwab/TDA. Review your performance based on true Net P&L after all fees are accurately factored in.
Replay trades with Tape and Level II context, which is essential for scrutinizing execution quality and order fills from your Thinkorswim terminal. Analyze entry/exit timing against market depth.
Watch how your profits and losses fluctuated throughout the trade. Visualize the moments of strength and the points of weakness.
See what could have been. Discover the best possible exit point and learn how to capture more profits next time.
Relive the market action with interactive charts that let you zoom in, explore, and see exactly where you entered and exited.
Follow your targets and stop losses on the chart. Ensure every trade aligns with your risk management strategy.
Capture your thoughts, reasons, and emotions in real-time. Keep a detailed journal to reflect on why you took each trade and what you learned.
Tag mistakes to identify errors and learn from them. Create custom tags for trades based on emotions, market conditions, or strategy.
Instantly view your most critical performance data, including detailed analysis of options spread profitability. Our snapshot correctly calculates Net P&L across all your consolidated Schwab/TDA accounts and accurately factors in complex options commission schedules.
Backtest your complex options spread strategies (butterflies, iron condors, straddles) rapidly. Use historical data to validate entry/exit points and risk definitions for your sophisticated Schwab/TDA setups.
Practice portfolio risk management and asset allocation across your consolidated Schwab/TDA accounts. Focus on how options hedging impacts your overall equity performance in various market conditions.
Personalize your simulator experience by choosing a terminal layout that mimics the Look & Feel of the Thinkorswim platform. Practice complex order entry and management without the steep learning curve of a new interface.
Essential for stock and options traders: Replay market movements with historical Tape and Level II data. This high-accuracy playback is crucial for scrutinizing execution quality and evaluating limit order placement against market depth.
Automatically track spreads, option type put/call, strike prices, expiry dates for each option trade executions and more.
Analyze option trades with ease as TraderSync automatically detects spreads, providing you with precise insights into your options strategies.
Create reports based on close date, open date, or transaction date. Get the exact insights you need to analyze your performance from every angle.
Practice your trades on the market replay simulator, and have every trade automatically logged into TraderSync Analytics. Relive each moment, refine your moves, and evaluate them with precision.
Make informed decisions with precise, reliable analytics that keep your trading on track.
Keep track of partial gains using methods like LIFO, FIFO, and Weighted Average. Gain clarity on how different strategies affect your overall performance.
Analyze option trades with ease as TraderSync automatically detects spreads, providing you with precise insights into your options strategies.
Define what you consider a break-even trade with custom offsets. Make sure your performance metrics align with your personal strategy.
Set your R Multiple Value to a specific amount, like $500, and see all your trades' R Multiple calculated against it. Customize your risk evaluation to fit your unique style.
Compile playlists of your past trades and replay them on the market simulator. Practice, learn, and perfect your strategy by revisiting real scenarios.
Set your R Multiple Value to a specific amount, like $500, and see all your trades' R Multiple calculated against it. Customize your risk evaluation to fit your unique style.
Take full control of your automated trading by syncing Charles Schwab / TDA with TraderSync — track every move, review every setup, and grow with precision.
Tradersync integrates by reading your exported trade history file from Schwab/TDA. The process is optimized to consolidate data from both your legacy TDA and new Schwab accounts. This ensures accurate grouping and analysis of all equity and options trades.
You can journal all assets traded on the platform, including Stocks, ETFs, Complex Multi-Leg Options Spreads, and Futures. The journal’s structure is specifically designed to handle the detailed data output from the Thinkorswim (TOS) trading platform.
Yes, you can upload CSV files. We provide specific instructions to generate the correct report format from the Schwab/TDA client portal. This ensures precise categorization of options trades and accurate reconciliation of the complex commission structure.
Yes, we offer a 7-day free trial, no credit card required. Our support team is familiar with the Schwab/TDA merger data nuances and can assist you in consolidating your trade history during the setup process.
TraderSync supports over 931+ other brokers and platforms in addition to Schwab/TDA, including major providers for futures (Tradovate), crypto, and forex. You can view the full, updated list of supported integrations by clicking here.
Replay any trading day with real-time data to practice, learn, and perfect your strategies.
Get personalized AI insights that highlight your strengths, weaknesses, and opportunities to grow.
Start your free trial today and experience the power of TraderSync Analytics for yourself.
We have a friendly cookie policy on our website. This means that we use cookies to enhance your browsing experience and provide personalized content.
Rest assured, your privacy is important to us, and we only use cookies for necessary purposes. Feel free to adjust your cookie settings to suit your preferences.