A Schwab-Connected Platform Built for Active Traders
Every feature exists to make execution faster, more precise, and more automated. From the moment you connect your Schwab account, the full platform activates - no gradual unlocking, no onboarding friction.
Core trading features are available to all users. Strategies, Signals, and Analysis Feed require a linked Pro account.
Everything at a glance
Broker Trading
Everything tied to your Schwab account, live.
Once linked, prices update in real time, positions reflect true exposure, and orders route through Schwab with full account context. No polling. No delays.
Live account value, buying power, cash balance, risk utilization gauge, and real-time P&L. Everything you need to assess your position before placing the next trade.
Persistent sidebar with streaming prices, bid/ask spreads, and volume. Default watchlist plus custom lists saved per account. Works across all platform views.
MKT, LMT, STP order types with all five exit flows selectable at entry: TSP, OCO, OTOCO, TRIM, and TRIMMER. Preferences pre-populate every field.
Real-time positions with live market value, cost basis, unrealized P&L, and greeks. Filter by Equity, Options, or Futures. One-click close via market or limit modal.
Portfolio-wide actions executed in one click: Liquidate All, Kill Buys, Kill Calls, Kill Options. Designed for fast risk management under pressure.
Full transaction history with CSV export, date range queries, and symbol search. Every filled, cancelled, and rejected order with status and timestamps.
Dedicated page per instrument combining TradingView™ chart, live options chain, Level 2 order book, instrument profile, and full technical analysis.
Live bid/ask, IV, greeks (delta, gamma, theta, vega), OI, and volume. Filter by expiry and strike range. Click any contract to pre-fill the order form.
Real-time market depth showing buy and sell side liquidity. Identify support/resistance zones and large block orders at a glance.
Always-visible sidebar with Active Monitor - positions, P&L, and risk gauge accessible regardless of which platform screen you're on.
Native broker vs. OHLCX
The same Schwab account. Completely different execution experience.
Native Broker Interface
OHLCX Execution Platform
Five exit strategies. One order form.
Every exit flow is selectable at the moment you build your order - before it's sent to the broker. Choose your approach based on your trade thesis, not your ability to monitor the position.
A dynamic stop-loss that moves with price as a position runs in your favor. Locks in gains as the trade progresses without requiring manual adjustment. Ideal for trending moves.
Defines both a take-profit target and a stop-loss simultaneously. When one triggers, the other cancels automatically. The classic bracket order for defined risk/reward management.
Combines entry and exit in one structure. The entry order triggers the OCO bracket on fill. Full position management from a single order submission - no follow-up required.
Partial position exits at fixed, predefined price levels. Close 25% at target 1, another 25% at target 2, and so on. Staged profit-taking without manual order management.
OHLCX's exclusive adaptive staged exit system. Uses Trim Offset and Trim Distance to automate position scaling as market conditions evolve. Not a recommendation engine - executes exactly what you define, automatically, every time.
Complete orders in 4 keystrokes
Keyboard Shortcuts let you define full order sequences - direction, sizing, price type, and exit flow - and execute them without touching the mouse.
Build sequences with the visual Hotkey Generator. Assign them to any key combination. One-Click Trading removes the confirmation dialog for maximum speed.
Integrate effortlessly with your Schwab® account
Secure by design. You stay in full control at every step of the connection process.