Fees and commissions
Schwab's combined “Fees & Comm” column is read as the trade's full cost.
Import your Charles Schwab trades into a portfolio tracker
Export your transaction history from Charles Schwab and upload the file to Pulsarium's free cabinet: every trade is checked with you before it is saved, and your broker login never leaves your hands.
Free during the public beta · No broker login needed · Two-factor sign-in
1. Export the file from Charles Schwab
- Open Transactions historyLog in to Schwab, go to Accounts → History, choose the account and set the date range (all transaction types).
- Export as CSVClick Export at the top right, choose CSV and save the file.
2. Import it into Pulsarium
- Upload the fileIn the cabinet open Account → Export / Import CSV → Import from a broker and choose the file. CSV and TSV work; save an Excel file as CSV first.
- Check the columnsPick the target portfolio. Pulsarium suggests the broker from the file name and pre-selects the date, operation, instrument, quantity, price and fee columns — check them and whether dates are day- or month-first. After a successful import the column choices for that file format are remembered on your device.
- Review every rowClick Review rows. Each trade is matched to a listing (the exchange is named, the most likely one is marked best match), already imported rows are skipped and possible duplicates are flagged. Nothing is saved until you confirm.
What Pulsarium does with a Schwab file
US formats understood
Month-first dates, dollar signs and thousands separators in amounts are read as Schwab writes them.
Questions
Does Pulsarium connect to my Schwab account?
No. Nothing connects to Schwab: you export your history as a CSV and upload the file. Your Schwab login never leaves your hands.
Do I have to connect my broker account?
No. Pulsarium never asks for broker logins. You export a transaction file from your broker and upload it, or add trades by hand. Nothing reaches your broker account.
Is Pulsarium free?
Yes. The personal cabinet is free during the public beta: portfolios, dividends, watchlists, price alerts, broker import and the news feed. Paid plans with an AI research assistant are planned; the free features stay available.