Average Ratings 1 Rating
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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
PremiumGuardHQ serves as an analytics tool tailored for self-directed options traders utilizing the wheel strategy while treating premiums as genuine income.
By connecting a broker in a read-only format, it compiles your actual trading fills into comprehensive wheel cycles, encompassing the cash-secured put, the assignment, every covered call, and the day it is executed. This system eliminates the need for manual tagging or the hassle of managing spreadsheets that can become complicated when you fall behind. It supports brokers like Schwab, Interactive Brokers, Robinhood, Fidelity, and tastytrade, in addition to offering CSV import for any other platforms.
After this setup, the platform reveals the impressive metrics that the strategy generates. It calculates the real cost basis, which is derived from your average minus all the premiums collected, and it distinctly separates premium profit from equity profit to ensure that an assignment does not mask a month with losses. Moreover, it provides insights into how much income can be withdrawn without diminishing the foundational capital that produces it.
Additionally, any calls and puts purchased outright are included and valued based on their current trading prices rather than using expiration calculations.
Importantly, PremiumGuardHQ does not place any trades on your behalf, allowing you to maintain complete control over your trading decisions. A free plan is available, while the Pro subscription costs $49 per month or $470 annually, and new users can take advantage of a 14-day trial period to explore the features.
API Access
Has API
No
API Access
Has API
No
Integrations
APS Payroll
Yes
Atlas Trade AI
Yes
Caddi
Yes
Charles Schwab
No
Clockwork
Yes
Fidelity
No
Financial Tech Wiz Trading Journal
Yes
Kinfo
Yes
Nitrogen
Yes
PremiumGuardHQ
Yes
Integrations
APS Payroll
No
Atlas Trade AI
No
Caddi
No
Charles Schwab
Yes
Clockwork
No
Fidelity
Yes
Financial Tech Wiz Trading Journal
No
Kinfo
No
Nitrogen
No
PremiumGuardHQ
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$49/month
Pro is $49 a month or $470 a year. It adds live sync for Robinhood, Fidelity and tastytrade, unlimited closed cycle history, automated insights that flag open risk and strategy drift after every sync, advanced loss mitigation that links a rebuy into one recovery chain carrying the true breakeven, safe withdrawal recommendations, capital at risk by position, a stock scorecard ranking every symbol by realized results, and transfer reconciliation so deposits never get mistaken for profit. Everything in the free plan is included. New accounts get 14 days of full Pro access with no credit card.
Free Trial
Yes
Free Version
Yes
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
No
Live Rep (24/7)
No
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)
No
In Person
No
Vendor Details
Company Name
Charles Schwab
Founded
1973
Country
United States
Website
www.schwab.com/brokerage
Vendor Details
Company Name
PremiumGuardHQ
Founded
2026
Country
United States
Website
premiumguardhq.com