Download Realized Gain/Loss From Charles Schwab

  1. Log into your Charles Schwab account.
  2. Click on the Accounts tab.
  3. Click on the Realized Gain/Loss tab.
  4. Choose a proper Date Range (e.g., Previous Year).
  5. Click on Search to get the results.
  6. Click on Export above your account number.
  7. Click on Export Details and save your data as a .csv file.