Strategy Builder
Rules without spreadsheets
ProDefine entry logic, sizing, schedules, and exit flows in a structured no-code workspace, then deploy to live Schwab accounts with a single toggle.
Structured condition library
Build entries from price comparisons, volume, VWAP, pivot support/resistance, moving-average crosses, technical indicators (RSI, MACD, ATR, ADX, and more), and over 60 candlestick patterns, grouped with AND/OR logic in a condition editor.
- ✓PRICES, VOLUME, VWAP, PSR pivot levels
- ✓SMA 5/10/20/50 cross logic
- ✓Indicator thresholds: RSI, MACD, CCI, SAR, Hilbert family
- ✓Candlestick pattern library (hammer, engulfing, doji, and more)
Three automation levels
Choose how far automation runs: evaluate and generate signals, track trades, or route live orders. Each level can send Slack alerts independently so your desk knows exactly what fired.
- ✓Level 1: Signals, condition evaluation and alert generation
- ✓Level 2: Trades, trade tracking and lifecycle
- ✓Level 3: Orders, live order routing through Schwab
- ✓Per-level Slack notifications
Equities and leveraged options
Strategies run on cash equities or options for defined-risk, capital-efficient exposure. Choose CASH or OPTIONS execution mode, then let platform Preferences shape how contracts resolve: strike band (ITM, NTM, OTM), expiration horizon, contract sizing, and the exit flow attached to every routed ticket.
- ✓CASH equity or OPTIONS execution per strategy
- ✓Preferred strike selection and expiration from Preferences
- ✓Contract sizing with premium-at-risk awareness
- ✓Attach OCO, TSP, or TRIMMER exits on automated options tickets
- ✓Calls and puts aligned to strategy direction
Session scheduling
Arm automation only when you want it active. Default windows align with the NYSE regular cash session (approximately 09:30 to 15:45 ET, Monday through Friday). Customize day-of-week and time windows for extended hours, overnight monitoring, or 24/7 coverage when your playbook requires it.
- ✓NYSE regular trading hours preset (ET time zone)
- ✓Custom session windows by day of week
- ✓Extended hours and overnight schedules supported
- ✓Arm strategies only during your chosen session window
Strategy center tabs
Every strategy opens a full command center: review conditions, flags, generated signals, executed trades, statistics, performance charts, and a timeline so you can audit logic before and after deployment.
- ✓Overview, Conditions, Flags, Signals, Trades
- ✓Statistics, Performance, Timeline
- ✓Deploy / pause per account with edit lock when live
- ✓Demo vs live mode in the strategy editor
Risk, sizing, and exit flows
Attach the same exit packages you use manually: OCO brackets, TSP trails, and TRIMMER staged legs for both equity and options tickets. Layer position sizing, allocation rules, and session schedules on top. Every automated path ends in a structured broker ticket, not a simulated fill.
- ✓OCO, TSP, TRIMMER order settings per strategy
- ✓Position sizing and allocation controls
- ✓Schedule windows for when automation may arm
- ✓Risk management caps before orders route
How it works
Link your brokerage account and enable Strategies in Settings.
Add entry rules from the condition library; group with AND/OR and preview dependencies.
Set equity or options mode, sizing, schedule, and attach OCO, TSP, or TRIMMER to every automated ticket.
Toggle live per account, then watch signals, trades, and timeline events in the strategy center.
Who it is for
Codify repeatable setups like MA crosses, RSI extremes, and breakout patterns without maintaining spreadsheets or external algos.
Express directional conviction with defined-risk options exposure, preferred strikes, and automated exit packages on every fill.
Deploy the same playbook across linked accounts with per-account pause controls and Slack alerts for compliance visibility.