Kinfo

Charles Schwab Trading Journal

Automatically journal your trades from Charles Schwab, get started for free!

Kinfo trading journal with trade heatmap and calendar shown on a desktop display

Trading Journal for Charles Schwab

Charles Schwab pairs one of the deepest retail platforms in the industry, thinkorswim, with full-service research and support. From multi-leg options to swing positions, millions of traders run their entire operation through Schwab.

Kinfo adds the piece thinkorswim doesn't ship: a verified trading journal. Link your Schwab account through the official API and your trades import automatically, turning your activity into clear statistics: win rate, hold times, performance by symbol and setup. Everything is verified against broker data, so your track record is proof.

How to connect Charles Schwab

What you get with Kinfo

One verified journal for everything you trade.

Portfolio tracker

Follow your equity curve, open positions and daily P&L in one clean view.

Trading journal

Every trade logged automatically, with notes, tags and performance stats.

Auto-sync transactions

Fills import straight from your broker. No spreadsheets, no manual entry.

Share your verified portfolio

Publish a broker-verified track record, or keep it private. You decide.

Safe and secure

Read-only access. Kinfo never sees your credentials or touches your funds.

All asset classes

Stocks, options and futures tracked together in a single journal.

Accuracy

Performance calculated from real broker data, with fees included.

Ready to get started?

Connect your Charles Schwab account and your journal builds itself. Free to start, no credit card required.

Get Started