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Platform

A Production-Grade
Trading Execution Platform

OHLCX connects directly to Schwab thinkorswim via official APIs to manage orders, execution, and account data in live accounts - built on a modular, API-driven architecture with ATS, OMS, and EMS layers.

Not a wrapper. Not screen-scraping. Not a simulation. Every order routes through the official Schwab thinkorswim API to your live account with complete auditability.

● LiveSchwab ConnectedAES-256No Fund CustodyOAuth 2.0 AuthFull Audit Trail
OHLCXSchwab Connected
OHLCX Platform
📊
TradingView™ Chart
Full 2Y+ historical data with 100+ indicators
⛓️
Live Options Chain
Bid/ask, greeks, IV, OI with expiry filters
📋
Level 2 Book
Real-time market depth and order flow
Instant Order Entry
Exit flow attached before the order is sent
Broker Connectivity

Built on Official Broker APIs. No Middleware.

Execution occurs at the broker level - not through screen scraping, browser automation, or intermediary layers. OHLCX connects to Schwab thinkorswim for live order routing and Alpaca for market data.

Why direct API matters

Middleware layers, browser automation, and screen-scraping introduce latency, fragility, and compliance risk. OHLCX eliminates these by connecting through Schwab's official documented API - the same channel Schwab-approved apps use. No reverse engineering. No ToS risk. No hidden execution layers.

Live
Schwab thinkorswim

Live order routing, account data, positions, fills, and real-time account state through official Schwab APIs. Every order goes directly to the broker.

Live
Alpaca Markets

Real-time market data feed for quotes, charts, options data, and market intelligence. Low-latency streaming price data.

Planned
Interactive Brokers

Additional broker integration in active development. Expanding multi-broker support for traders with IBKR accounts.

Planned
TradeStation

Broker-agnostic architecture designed for expansion. TradeStation connectivity on the roadmap for advanced futures traders.

OHLCXSchwab Connected
Live Chart
Performance

Built for real-time execution, not simulation

Every architectural decision prioritizes execution speed, reliability, and transparency over features that would slow the critical path.

Sub-sec
UI Response Time
Optimized React 19 rendering for order, position, and strategy screens
Direct
Broker Routing
Zero intermediary layers - orders go from OHLCX directly to Schwab API
100%
Audit Coverage
Every trade, event, and account action is logged with full traceability
Core Architecture

Engineered for Performance, Scale, and Auditability

A layered microservice architecture separates UI responsiveness, execution logic, order management, and broker connectivity - each independently scalable and fully audited.

⚛️React 19 UI LayerReal-time execution interface. Sub-second response across orders, positions, charts, and strategy data.
⚙️ATS - Automated Trading SystemExecution logic and strategy evaluation. Applies user-defined rules and routes orders based on live market conditions.
📋OMS/EMS - Order ManagementOrder lifecycle, state management, fill tracking, and event logging. Every action is recorded for full auditability.
🔑Auth & Token LayerOAuth 2.0 token-based broker authentication. Schwab credentials never transmitted to or stored by OHLCX.
📡Schwab thinkorswim APIOfficial broker API for live order routing, account data, positions, and fills. No middleware or screen-scraping.
⚙️
ATS - Automated Trading System

The execution logic layer. Evaluates live market conditions against user-defined rules and routes orders with low-latency precision. Powers both manual execution workflows and the fully automated strategy engine.

📋
OMS/EMS - Order Management

Manages order state, routing decisions, fill tracking, and real-time execution feedback. Every state change - from pending to filled to cancelled - is logged for complete auditability and reporting.

⚛️
React 19 + Mantine UI

Real-time execution feedback built for speed. Optimized for active traders who need sub-second UI response across simultaneous orders, positions, strategy data, and live charts.

🐳
Dockerized Microservices

Containerized Laravel 13 backend. Cloud-native deployment for high availability, horizontal scalability, and environment consistency across development and production.

🔑
Token-Based Auth

OAuth 2.0 broker connectivity. Schwab credentials never stored. Tokens encrypted with AES-256 at rest and revocable instantly from Schwab account settings without OHLCX involvement.

📊
Full Auditability

Every trade, event, and account action is logged. Nothing executes without a record. Complete trail for compliance, performance analysis, and dispute resolution.

Proprietary Exit Engine

TRIMMER - Built Exclusively for OHLCX

Uses Trim Offset and Trim Distance to automate staged position exits with precision as market conditions develop. Executes through the broker without manual intervention.

Not a recommendation engine. Not predictive. Executes exactly what the trader defines - consistently, automatically, every time. The exit strategy is attached at order entry, not after.

How TRIMMER Works
1

Define your rules at order entry: Trim Offset (first exit price) and Trim Distance (subsequent exit intervals).

2

Order fills. TRIMMER activates and monitors the position in real time against your defined thresholds.

3

As price hits each threshold, TRIMMER routes a partial close order to Schwab automatically - no action needed.

"Close 1 contract at +$0.10"
"Scale out every +$0.15 thereafter"
"Stop remaining at -$0.20"
"OCO = bracket. TSP = trailing. TRIMMER = adaptive staged exit engine. Three different tools for three different approaches to risk management."
TSPTrailing Stop Price - dynamically moves with price
OCOOne Cancels Other - bracket above and below
OTOCOOne Triggers OCO - combined entry + exit structure
TRIMFixed staged partial exits at defined price levels
TRIMMER ★Proprietary adaptive exit engine - exclusive to OHLCX
OHLCXSchwab Connected
TRIMMER
OHLCXSchwab Connected
OCO
OHLCXSchwab Connected
TSP
Technology Stack

Production-grade from the ground up

Every layer of OHLCX uses battle-tested, enterprise-grade technology. Nothing experimental in the execution path.

⚛️
React 19
Frontend Framework
🛣️
React Router
Navigation
🎨
Mantine UI
Component Library
📊
TradingView™ Charts
Charting Engine
🐘
Laravel 13
Backend API
🐳
Docker
Infrastructure
📡
Schwab thinkorswim
Broker API
📈
Alpaca Markets
Market Data
💳
Stripe
Billing
🔐
OAuth 2.0
Authentication
🛡️
AES-256
Encryption
🔒
SSL/TLS
Transport Security
Licensing & API

White-Label & API Access

OHLCX is available for white-label licensing. Fintech teams, RIAs, prop desks, and institutional operators can deploy the full execution stack under their own brand without building infrastructure.

The architecture is API-first by design. Every platform capability is exposed through a documented internal API layer - making integration, extension, and white-labeling straightforward.

Full platform white-labeling - custom domain, branding, and color scheme
API-first architecture - integrate OHLCX capabilities into existing products
Custom broker integrations available through partnership agreements
Multi-tenant support for team and firm deployments
Dedicated onboarding and technical support for enterprise clients
Custom SLA agreements and uptime commitments available
Contact partners@ohlcx.com →
Platform Stack
Your Brand / UI
OHLCX Execution Layer (ATS)
OMS / EMS / Order Routing
Broker API (Schwab thinkorswim)
Live Brokerage Account
Roadmap

What's live and what's coming

The core execution platform is production-ready. Roadmap items expand broker coverage, analytics depth, and platform reach.

Live
Schwab thinkorswim + Alpaca Integration
Live order routing, account management, real-time market data, and position tracking through official APIs.
Live
Strategy Builder + Automation
No-code visual strategy builder, Signals feed, Analysis Feed (3× daily), and OHLCX AI Agent.
Live
TRIMMER Exit Engine
Proprietary adaptive staged exit system. Automates position scaling with user-defined rules - exclusive to OHLCX.
In Progress
Enhanced Portfolio Analytics
Deeper P&L attribution, trade journaling, performance dashboards, and drawdown analysis.
In Progress
Multi-Broker Unified Dashboard
Single interface managing positions and orders across multiple connected broker accounts simultaneously.
Planned
Mobile Application
Native mobile execution app with push notifications, position monitoring, and order management.
Planned
Interactive Brokers Integration
Additional broker connectivity expanding the platform beyond Schwab for multi-broker workflows.
Security Architecture

Security from the connection layer out

OHLCX was designed with security as a structural requirement, not a checklist item. Every layer - auth, storage, transit, and execution - operates under independent security controls.

AES-256 EncryptionSSL/TLS CommunicationNo Credentials StoredNo Fund CustodyToken-Based AuthFull Audit Trail
🔐
OAuth 2.0 Direct Authentication

Authentication happens on Schwab's own website. OHLCX receives only a time-limited OAuth token. Your Schwab password is never transmitted to or visible by OHLCX at any point in the flow.

🛡️
AES-256 Token Encryption

OAuth access and refresh tokens are encrypted with AES-256 before storage. Strict access controls limit which system components can decrypt and use them.

🔒
SSL/TLS End-to-End

All communication between your device, OHLCX servers, and the Schwab API is encrypted in transit. No plaintext data on any channel at any layer.

🏦
Zero Fund Custody

OHLCX is a technology layer. It does not hold, transfer, or have custody of funds at any point. All capital remains in your Schwab brokerage account at all times.

🔢
Hashed Account References

Schwab account numbers are one-way hashed before any internal use. The raw account identifier is never stored or used in OHLCX systems after the initial hash.

↩️
Instant Revocation

Remove OHLCX access instantly from your Schwab account settings. The OAuth token is immediately invalidated - no OHLCX action required. Clean and immediate.

Built on production-grade infrastructure. Available for licensing.

Trader, developer, or team exploring acquisition or partnership - the conversation starts here.