Charles Schwab portfolio tracker: StockDashes
Last updated · By StockDashes
StockDashes is a portfolio tracker for Charles Schwab investors. Import the Charles Schwab Transaction history and see your real time-weighted return against the S&P 500, in US dollars or euros. Every holding is checked against your own view of the markets, and one 0–100 portfolio score sums it up, with the reasons behind it.
Create a free accountThen import your Charles Schwab file and choose the themes you believe in.
How to export from Charles Schwab
The file you need is the Transaction history, as a CSV file. These are the same steps StockDashes shows when you import it.
- Go to Accounts → History and pick the brokerage account.
- Choose Transactions, check the filter shows All Transactions, pick a date range and click Search.
- Click Export and save the CSV.
- One file holds at most 1,500 rows; with a long history, export per year (or per quarter) and upload every file together.
Steps last checked October 2026. If a menu looks different, the export is usually under History or Reports.
What StockDashes shows from a Charles Schwab file
Every trade
Each trade in the Transaction history becomes your holdings with their average cost, your realised gains and losses, and the daily history behind your time-weighted return against the S&P 500.
Deposits, dividends and cash
Deposits and withdrawals, dividends and interest, fees and your cash balance, worked out from the file’s own movements. They stay in US dollars as Charles Schwab books them and are shown in the currency you choose, each at its own day’s exchange rate.
Several accounts or years
Upload one file per account, or one per year: they are read together into one portfolio.
The portfolio score
Your dashboard puts one score from 0 to 100 on your portfolio: how well your holdings fit the themes you chose, how diversified they are and how much they swing, with the reasons behind every part. Below is the score card, shown with a fictional example portfolio.
Portfolio score
Example portfolioFrequently asked questions
Does StockDashes need my Charles Schwab login?
No. StockDashes never asks for your Charles Schwab login or password. You export a file from Charles Schwab and upload it to your StockDashes account; the file is read when you import it and isn’t kept.
Which Charles Schwab file do I need?
The Transaction history, as a CSV file. It brings in your trades, dividends, deposits and cash.
Is StockDashes free?
Yes. The account is free: create one, import your Charles Schwab file and see your real return and your portfolio score.
Which currency does StockDashes use?
Your choice of US dollars or euros. Values, returns and your score are shown in the currency you choose, against the S&P 500 total return in that same currency, and you can change it any time in Settings.
How often should I import my Charles Schwab file again?
Whenever you have traded and want your history up to date: export a new file from Charles Schwab and import it in Edit Portfolio. Between imports, your holdings are valued at the latest prices.
Is my portfolio data private?
Yes. Your portfolio is saved only to your own account and never shown to anyone else. The holdings and transactions from your file are stored in London (UK). There’s no broker login, and we never sell your data.
StockDashes is not affiliated with Charles Schwab. The example portfolio is fictional. Nothing on this page is investment advice.