SchwabBot syncs your positions, transactions, cost basis, and dividends into a clean spreadsheet — updated daily. No more manual downloads. No more broken CSVs.
No credit card required. We'll never spam you.
| Symbol | Shares | Cost Basis | Mkt Value | Gain/Loss | % Chg |
|---|---|---|---|---|---|
| AAPL | 150 | $21,500 | $25,350 | +$3,850 | +17.9% |
| MSFT | 200 | $34,000 | $42,000 | +$8,000 | +23.5% |
| VTSAX | 1,250 | $155,000 | $168,450 | +$13,450 | +8.7% |
| VTI | 500 | $112,500 | $125,750 | +$13,250 | +11.8% |
You click 'Export,' get a malformed CSV that breaks your formulas, and spend 20 minutes reformatting columns. Every. Single. Time.
Your CPA wants cost basis and realized gains in a spreadsheet. Schwab gives you five different screens and no clean export. So you copy-paste, row by row.
Want to see your real returns over time? Your dividend income by month? Schwab's interface wasn't built for the questions you're asking.
Properly formatted .xlsx files that open clean in Excel, Google Sheets, or Numbers. Columns are labeled. Dates are dates. Numbers are numbers.
Every position with purchase date, cost basis, and current gain/loss. Export it directly to your CPA or import into TurboTax.
Go back months or years. Dividends, buys, sells, transfers — all in one spreadsheet with proper categorization.
Set it once. Your spreadsheet updates every day after market close. No manual work, ever.
Read-only connection via Schwab's official OAuth. We never see your password. We can't move money or make trades.
Positions, transactions, balances, orders — automatically, every day your connection is active.
Download clean Excel or CSV whenever you want. Or set auto-sync and never think about it again.
Read-only connection via Schwab's official OAuth. We never see your password. We can't move money or make trades.
Positions, transactions, balances, orders — automatically, every day your connection is active.
Download clean Excel or CSV whenever you want. Or set auto-sync and never think about it again.
Schwab's export gives you a messy CSV with scientific notation, missing values, and broken formatting. SchwabBot gives you a clean, professionally formatted spreadsheet — every time.
What Schwab gives you
Symbol,Qty,Cost,MktVal,G/L AAPL,150,2.15E+04,25350,4200 MSFT,"200",3.4E+04,42000,8000 VTSAX,1250.234,1.55E+05,, VTI,500,1.125E+05,125750,
What SchwabBot gives you
| Symbol | Shares | Cost Basis | Mkt Value | Gain/Loss | % Chg |
|---|---|---|---|---|---|
| AAPL | 150 | $21,500 | $25,350 | +$3,850 | +17.9% |
| MSFT | 200 | $34,000 | $42,000 | +$8,000 | +23.5% |
| VTSAX | 1,250 | $155,000 | $168,450 | +$13,450 | +8.7% |
| VTI | 500 | $112,500 | $125,750 | +$13,250 | +11.8% |
Everyone on the waitlist gets free access during beta. When paid plans launch, early adopters keep 50% off — locked in forever.
Everyone who joins the waitlist
Paid plans start at $4.99/month after beta. Waitlist members pay $2.49/month. Permanently.
“I spend 2-3 hours every quarter manually exporting and reformatting my Schwab data for my accountant. I would pay for something that just... did it.”
“I've been maintaining a Google Sheet of my Schwab positions for three years. It's always wrong by the time tax season comes around.”
“Schwab's CSV export is stuck in 2005. Scientific notation for account numbers? Really?”
SchwabBot uses Schwab's official OAuth 2.0. You authenticate directly with Schwab — we never see your password. We receive a read-only access token that lets us view, never modify, your account data. Your data is encrypted with 256-bit AES.
Positions, balances, transactions, cost basis, tax lots, dividends, realized and unrealized gains, and order history. You choose what goes in your spreadsheet.
We're targeting Summer 2026. Waitlist members get first access — we'll email you as soon as your invite is ready.
No credit card required. Unsubscribe anytime.