Automation - OHLCXOHLCX - Execution-First Trading Platform
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Automation

Execute Faster.
Think Less, Trade More.

From keyboard shortcuts to full strategy automation - OHLCX removes friction at every layer of the trading workflow.

Everything routes through the same Schwab-backed execution path as manual orders, structured tickets, optional Pro intelligence, and audit trails you can trust - not a browser extension.

Built for real brokerage accounts

Signals resolve to real orders

Every automated path ends in a structured ticket with the exit flow you choose - OCO brackets, TSP trails, or staged TRIMMER legs - all routed through Schwab, not simulated fills.

Credits & guardrails

Pro automation consumes Gold credits under rules you control, so desks and teams can meter usage, cap exposure, and explain what fired - and when - without digging through ad-hoc logs.

Human in the loop

Arm your account with strategies. Automated, or fully manual, mix it up with both. Keyboard combos and bulk actions accelerate either mode so speed never forces you into black-box behavior.

Strategy Builder
Strategy Builder
Signals Feed
Signals Feed
Analysis Feed
Analysis Feed
AI Agent
AI Agent
Keyboard
Keyboard
Bulk Actions
Bulk Actions
Strategy Builder
Strategy Builder
Signals Feed
Signals Feed
Analysis Feed
Analysis Feed
AI Agent
AI Agent
Keyboard
Keyboard
Bulk Actions
Bulk Actions

Automation surfaces

Core features come with every plan, with Pro you gain access to an intelligence layer, automation, analysis, and AI all in one execution spine.

📐
Strategy BuilderPro
Rules without spreadsheets

Visual no-code builder for entry conditions, sizing rules, and multi-leg exit flows. Chain logic with AND/OR groups, preview dependencies, then deploy to live accounts with a single toggle.

  • ✓Condition groups with AND/OR
  • ✓Attach OCO, TSP, or TRIMMER exits
  • ✓Per-account deploy & pause
Explore guide →
📡
Signals FeedPro
Bring your own alpha

Design and deploy strategies that generate their own signals, or add them manually via API and webhooks. Signals map to strategies, respect credit limits, and auto-fire only when your predefined rules say it is safe.

  • ✓Strategy-generated or manually added signals
  • ✓Strategy mapping with guardrails
  • ✓Immutable audit trail per event
Explore guide →
📊
Analysis FeedPro
Three scans per session day

Automated watchlist passes highlight setups such as MA crossovers, RSI extremes, and liquidity spikes so your morning routine starts with ranked context instead of manual screen time.

  • ✓3× daily scheduled passes
  • ✓Actionable alerts in-product
  • ✓Keeps narrative tied to symbols you track
Explore guide →
🤖
OHLCX AI AgentPro
Context, not guesswork

Conversational overlay grounded in your live account data. Ask for position rationales, exit framing, or session summaries - answers cite structured state instead of invented tape.

  • ✓Account-aware responses
  • ✓Exit-flow explanations on demand
  • ✓Shares KB + platform vocabulary
Explore guide →
⌨️
Keyboard AutomationCore
Muscle memory friendly

Bind complete order templates - side, price type, size, exit package - to keyboard shortcuts. Example: jump straight into a buy limit with a TRIMMER four-leg exit without touching the mouse.

  • ✓User-defined shortcut library
  • ✓Matches power-trader workflow
  • ✓Works with manual or hybrid flows
Explore guide →
⚡
Bulk ActionsCore
Portfolio-scale control

Multi-select positions or working orders to cancel, flatten, attach an exit package, or roll stops in one coordinated action - including multi-account layouts.

  • ✓Batch cancel / close
  • ✓Apply exit flows in bulk
  • ✓Respects role permissions
Explore guide →

Automate outside the chart

The same primitives are available to builders: REST resources for orders and strategies, streaming AI agent endpoints, and an MCP server with 85 tools for IDE workflows. Wire your own risk engine or ops bots without forking the product.

Developer Surfaces →

From definition to fill

A straight-line model you can explain to clients, compliance, or your future self.

01
Connect & calibrate

Link Schwab via OAuth, set preferences, and choose how aggressive keyboard and bulk defaults should be.

02
Design the playbook

Use the Strategy Builder or API to define entries, sizing, and the exit flow attached to every automation arm.

03
Arm or trigger

Toggle a strategy live, map a signal, or fire a shortcut - each path validates against permissions and credit balance before routing.

04
Observe & audit

Notifications, position timelines, and per-event trails show what automated so nothing happens in a blind spot.

Options, futures, and leveraged products involve substantial risk. Automation improves consistency but does not guarantee profit; review open risk before sessions and after market-moving headlines.