Campaign Journal

A brokerage account’s recent campaigns. It needs a connected brokerage account; see Brokerage accounts. See Campaign Journal for campaigns and their timelines.

Closed campaigns in a Schwab account: when each opened and closed, its underlying, its strategy, a tag, and its profit or loss.

What it shows

Campaigns, most recent first: when each Opened and Closed, its Underlying, the Campaign’s strategy with your tags, and its P&L. Expand one to see its timeline and edit its note.

The first time in a session, Load all transactions reads the account’s history, which campaigns are worked out from.

Settings

Closed, Open, or All in the top bar. Configure sets the Brokerage and Account.

Actions

⋮ opens Open Portfolio and Open Orders.