Trading

Connect Schwab

Callback URL registered in the Schwab portal must be exactly:

Positions

Symbol	Qty	Avg	Value	Day P/L

Watchlist

Symbol	Last	Bid	Ask	Chg	%

Click a symbol to open it on the ladder.

—

Bid — × — · Ask — × —

Vol — · H — · L —

Quantity

Auto-send (one click, no confirm)

Position: 0 @ —

Open P/L: —

Click the Bid column to buy, the Ask column to sell. Above the ask (or below the bid) it sends a stop. Scroll to move the ladder; C recenters.

Bid — × — Ask — × — Spread — Last —

Buy orders	Bid size	Price	Ask size	Sell orders

Settings

General

Default account

The app always opens on this account. The menu at the top switches accounts until you reload.

Theme

Trading

Live trading

Off = test mode: orders are checked and shown, but never sent to Schwab. Turn on to trade real money.

Max dollars per order Max shares per order (blank = no share limit) Allow short selling

Limits apply to every order, including auto-send. Flatten (closing a position) is never blocked by them.

Ladder

Default quantity Rows shown Price step

Schwab

API calls per minute (Schwab limit is 120)

Callback URL:

API use: · Stream:

Reconnect Schwab by: ·

Sign in

Connect Schwab

Positions

Watchlist

Settings

General

Trading

Ladder

Schwab