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 browser macros or opaque middleware.
Built for real brokerage accounts
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.
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.
Arm strategies per account, stay fully manual, or mix both. Keyboard combos and bulk actions accelerate either mode so speed never forces you into black-box behavior you did not opt into.
Automation surfaces
Core execution helpers ship on every plan. Pro adds the intelligence layer - strategies, signal ingestion, scheduled analysis, and account-aware AI - on top of the same execution spine.
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
Ingest third-party alerts or push your own via API and webhooks. Signals map to strategies, respect credit limits, and auto-fire only when the playbook you mapped says it is safe.
- ✓API + partner-friendly hooks
- ✓Strategy mapping with guardrails
- ✓Immutable audit trail per event
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
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
Bind complete order templates - side, price type, size, exit package - to short chords. Example: jump straight into a buy limit with a TRIMMER four-leg exit without touching the mouse.
- ✓User-defined chord library
- ✓Matches power-trader ergonomics
- ✓Works with manual or hybrid flows
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
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.
Link Schwab via OAuth, set preferences, and choose how aggressive keyboard and bulk defaults should be.
Use the Strategy Builder or API to define entries, sizing, and the exit flow attached to every automation arm.
Toggle a strategy live, map a signal, or fire a shortcut - each path validates against permissions and credit balance before routing.
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.