Track all your Schwab earnings
One export from schwab.com, including the accounts that came over from TD Ameritrade, becomes a watchlist that emails you before each stock reports. Read entirely in your browser.
✓No brokerage login. No account connection. Tickers only.
Upcoming for your Charles Schwab stocks
ExampleFor Charles Schwab investors
Built for Schwab accounts, old and migrated
Whether you started at Schwab or landed there with the TD Ameritrade move, your positions export works the same way here.
Came over from TD Ameritrade?
Your positions live at schwab.com now, and that's the only export you need. One CSV from the Positions page covers what you brought with you and what you've added since.
Alerts tell you it happened. Lead time lets you prepare.
Schwab can email you when an earnings date is announced and when results land. What you can't ask it for is a reminder 7 days and 1 day before the report. That schedule is what Earnings Bird adds.
Class shares, handled
Whether your file writes Berkshire class B as BRK/B, BRK-B, or BRK.B, Earnings Bird matches it to the standard ticker automatically.
How it works
Three steps, about two minutes
One import seeds your whole watchlist. After that, Earnings Bird keeps the dates fresh and does the remembering.
Drop in your Schwab positions export
Export your positions CSV from schwab.com and drop it in. Earnings Bird reads it in your browser and keeps only the tickers. Step-by-step guide
Pick your lead time
Choose when the heads-up lands: 30, 14, 7, 3, or 1 day ahead, and the day of the report. Free covers the 7-day and 1-day windows.
Get the email, see it in your calendar
Reminders arrive by email at 9am ET, and Pro adds a live calendar feed for Google Calendar, Apple Calendar, or Outlook.
Why this exists
Earnings dates don't announce themselves
Report dates shift, new quarters get scheduled, and the surprise usually comes after the close. Tracking them by hand means checking every company, every week.
Tracking it yourself at Schwab
- –Schwab's alerts fire when a date is announced or results are out, not N days before, on your pick
- –Nothing feeds the dates into Google or Apple Calendar
- –A migrated account means years of positions you may not have re-inventoried
- –The stocks you hold elsewhere live in other apps entirely
With Earnings Bird
- ✓Email lands 30, 14, 7, 3, or 1 day ahead. Your pick, per your plan
- ✓Dates re-sync automatically when companies move them
- ✓BMO or AMC noted, so you know when in the day it hits
- ✓Every broker's stocks in one watchlist, with the Pro calendar feed
Privacy
Your portfolio is none of our business
Every other way to get earnings dates for a real portfolio wants a brokerage connection. Ours reads a file on your device and keeps only the tickers.
No brokerage login
Nothing to connect, no OAuth handshake, no read access to your Charles Schwab account. You export a file; we read the tickers.
No position data
Share counts, prices, and dollar amounts stay on your device. Only the stock symbols and company names are ever sent.
Your file never leaves the browser
The CSV is parsed locally to work out what you currently hold, then discarded. It is never uploaded to us.
FAQ
Fair questions
Is Earnings Bird affiliated with Charles Schwab?
No. Earnings Bird is independent and not affiliated with, endorsed by, or partnered with Charles Schwab or any brokerage. The name appears here only to describe how to export a file you already own.
My account moved over from TD Ameritrade. Does this still work?
Yes. Your positions live at schwab.com now, and the standard Schwab positions export covers them. Export, upload, done.
How do my Charles Schwab holdings get in?
You export your positions CSV from schwab.com and drop it into the dashboard's Bulk add. The file is read entirely in your browser, only the tickers are used, and you review the list before anything is added. There's a step-by-step guide.
What does the free plan include?
Free tracks 2 stocks with email reminders 7 days and 1 day before each report. Pro adds unlimited stocks, all six reminder windows, and the live calendar subscription.
Do you tell me whether to buy or sell?
No. Earnings Bird tells you when a company reports, not what to do about it. No price targets, no estimates, no beat-or-miss commentary.
Your next earnings surprise doesn't have to be one
Import your Schwab holdings and pick your lead time. Two minutes, no card.
Start freeEarnings Bird is not affiliated with, endorsed by, or partnered with Charles Schwab or any other brokerage. Broker names are used only to describe how to export a file you already own. Earnings Bird is a notification tool, not investment advice.