Connect Schwab to Alphalog
What you can do
- Sync stocks, options, futures trades automatically
- Bias audit every trade with editable tags (FOMO, revenge, overconfidence, anchoring, and more)
- Mine your history for profitable patterns with Pattern Mining
- Stress-test your portfolio with Risk Copilot scenarios
- Direct OAuth integration. Token refresh handled automatically.
How to connect
- 1
Open Settings → Brokers in Alphalog and choose Schwab.
- 2
Sign in to Schwab and approve the OAuth connection for Alphalog.
- 3
Select the accounts you want to sync (individual, joint, IRA, trust).
- 4
Alphalog begins a full history import and then polls for new trades.
What Alphalog imports
- Executed trades and trades
- Current holdings and cost basis
- Cash balances and buying power
- Multi-leg options strategies with full attribution
- Futures contracts and expiry tracking
- Account-level P&L and realized gains
Frequently asked
How does Alphalog connect to Schwab?
Alphalog has a direct integration with Schwab. You authorize a read-only OAuth (or equivalent) connection from inside Alphalog, and your trades stream in without any middleware.
Can Alphalog execute trades on my Schwab account?
No. Every connection is read-only. Alphalog can see your trades, holdings, and balances — nothing else. We cannot place, cancel, or modify orders, and we cannot move funds.
How often does my Schwab data sync?
Schwab trades typically appear within minutes of execution. Pro and Elite plans get increased sync frequency.
Does Alphalog support multi-leg options strategies from Schwab?
Yes. Schwab options trades arrive with full strategy attribution — vertical spreads, iron condors, butterflies, and custom multi-leg combos are grouped correctly in your journal.
Is my Schwab data secure with Alphalog?
Yes. All data in transit is TLS-encrypted. Direct-integration tokens are stored encrypted in Supabase Vault. Partner-integration tokens are held by our broker-connectivity provider under their own security standards. Row-level security means only you can access your data.
Start syncing your Schwab account
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