Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Effortlessly manage your investments and execute trades with the support of Schwab. You can trade a variety of financial instruments such as stocks, options, bonds, mutual funds, and ETFs. By utilizing Schwab's website and mobile app, you can easily oversee your account anytime, anywhere. Access a suite of online tools designed to help you screen and assess investments and create a tailored financial plan. You can reach out to our financial experts whenever you need assistance, and you can also find local support at a nearby branch. Our trading platforms, whether web-based or mobile, are crafted to facilitate an excellent trading experience. Whether you're looking to sharpen your trading expertise or explore something new, you can tap into a community of professionals who are equally enthusiastic about trading. With just a touch, face ID, or a saved passcode, you can quickly check your portfolio balance, including assets held outside of Schwab, as well as your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is a breeze—simply snap a few pictures. Quickly view your positions and effortlessly trade various assets like stocks, ETFs, mutual funds, and options while enjoying the convenience of modern technology.

Description

Option Tracker is an all-encompassing tool crafted to make the intricate process of monitoring and evaluating stock and options trades much more manageable. By offering automated trade journaling, it grants users a thorough view of their trading results, enabling them to easily keep track of profit and loss, breakeven points, and essential metrics such as cost basis, total risk, and days remaining until expiration. The software seamlessly connects with leading brokerage firms, facilitating automatic trade imports from services like Interactive Brokers, Schwab, and TastyWorks, while also accommodating manual trade entries. Additionally, its robust option screener empowers traders to discover potential trading opportunities based on criteria like delta, premium, and implied volatility. Users have the ability to categorize trades by various strategies, symbols, or additional parameters, and they can obtain valuable insights into their past performance, which aids in refining and enhancing future trading decisions. This comprehensive analysis helps traders make more informed choices, ultimately aiming for better results in their investment journeys.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

APS Payroll Yes 
Atlas Trade AI Yes 
CFO Silvia Yes 
Clockwork Yes 
Financial Tech Wiz Trading Journal Yes 
Moneytree Yes 
Motileo Yes 
Nitrogen Yes 
Obol Yes 
PremiumGuardHQ Yes 
ProTracker Advantage Yes 
Provisian Yes 
Riskalyze Yes 
SmartOffice Yes 
StreetSmart Edge Yes 
Taiki Yes 
Trademetria Yes 
TradingDiary Pro Yes 
Utluna Yes 
VISE Yes 

Integrations

APS Payroll No 
Atlas Trade AI No 
CFO Silvia No 
Clockwork No 
Financial Tech Wiz Trading Journal No 
Moneytree No 
Motileo No 
Nitrogen No 
Obol No 
PremiumGuardHQ No 
ProTracker Advantage No 
Provisian No 
Riskalyze No 
SmartOffice No 
StreetSmart Edge No 
Taiki No 
Trademetria No 
TradingDiary Pro No 
Utluna No 
VISE No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$49
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Charles Schwab

Founded

1973

Country

United States

Website

www.schwab.com/brokerage

Vendor Details

Company Name

Option Tracker

Founded

2021

Country

United Kingdom

Website

optiontracker.io

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Alternatives

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