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kinfo Verified Trading Performance Create a Trading Journal - If you have more than one account, select the account you wish to download from. Create a customized thinkorswim trade log excel template with ai. 1 use custome analysis functions in your excel to perform portfolio analysis. Use excel to trade and manage a charles schwab account using the schwab api and oauth. You can view trade executions, deposits, withdrawals,. You should also read this: Budget Templates Notion

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