Multi-asset platformCSV
Import thinkorswim (Schwab) to TradeLens
thinkorswim by Charles Schwab is the leading US retail platform for stocks, options, and futures. TradeLens imports thinkorswim Account Statement CSV.
Import method
CSV
Account Statement CSV export from thinkorswim Monitor tab. Handles options contract notation.
Step-by-step export guide
- 1In thinkorswim, go to Monitor tab → Account Statement
- 2Set date range
- 3Click the menu icon → Export to File → CSV
- 4Save file
- 5In TradeLens, Import → thinkorswim → upload
CSV columns expected
TradeLens auto-detects these columns from thinkorswim (Schwab) exports:
DATETIMETYPEREF #DESCRIPTIONMisc FeesCommissions & FeesAmountBalance
Best for
US options and equity traders, especially active options strategy traders
Notes
thinkorswim CSV uses verbose DESCRIPTION fields — TradeLens parses options strikes and expirations automatically.
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