Charles Schwab's full-service brokerage for stocks, options, and ETFs — connect via direct API or CSV upload to get your complete trade history analysed with QSREX D-Score metrics.
Choose direct API sync for automatic updates or CSV for manual batch imports.
Visit developer.schwab.com, create an app, and copy your API key and secret. In QSREX Journal go to Connections → Add Broker → Schwab and paste your credentials for automatic trade sync.
In Schwab, go to Accounts → History, select transactions, set your date range, and download as CSV for manual upload.
QSREX's AI parser auto-detects the Schwab export format and maps all stock, options, and ETF trade fields without manual configuration.
Every Schwab trade is analysed instantly — from equities and options to actionable performance insights and discipline metrics.
QSREX's D-Score rates your trading discipline 0–100, analysing your Schwab history for consistency and risk management.
Visual P&L calendar, equity curve, and daily/weekly/monthly breakdowns — all auto-populated from your Schwab account data.
With direct API sync, your Schwab trades appear in QSREX automatically — no manual exports or CSV uploads needed.
No credit card required. Connect Schwab via API or import a CSV and get your first D-Score in minutes.