Schwab Held Trades Not Appearing On The Beta Schwab ToS Version

[Asansone]

I have placed this script:
https://usethinkscript.com/threads/position-size-calculator-for-thinkorswim.588/page-7#post-123173 on My acct on TOS. It works great on my chart highlighting a stock I own w/ share held, basis, P/L & P/L share.
The script name is – CostBasisChartVisual.

Here is why I need someone to help me tweak it.
I just moved my acct from Schwab to Thinkorswim. All data came over fine. The problem is I placed the script on TOS after the import. As as a result the script shows zero for shares held. To test the script I placed a trade in TOS for 5 shares of ORCL and it showed up fine on the chart as holding only 5 shares. It does not account for the previous 45 shares which came into TOS. It recorded the 5 purchased through TOS but not the 45 that came over which were not purchased on TOS.
I would greatly appreciate anyone's help in tweaking the script to account for the previous 45 shares Total(50)

 

[MerryDay]

I just moved my acct from Schwab to Thinkorswim. All data came over fine. The problem is I placed the script on TOS after the import. As as a result the script shows zero for shares held. To test the script I placed a trade in TOS for 5 shares of ORCL and it showed up fine on the chart as holding only 5 shares. It does not account for the previous 45 shares which came into TOS. It recorded the 5 purchased through TOS but not the 45 that came over which were not purchased on TOS.
I would greatly appreciate anyone's help in tweaking the script to account for the previous 45 shares Total(50)

For Schwabbies migrating to the ToS app:

Welcome!
The Schwab ToS version is not a fully functional app, yet.
One of the MANY limitations is that activity from before Labor Day Weekend will not be integrated into the Schwab ToS app until the end of 2023.

If you want more details, ToS support can provide you with more exact information as it applies to your specific account:
https://usethinkscript.com/threads/how-to-contact-tos-support-for-thinkorswim.11520/