Up and trading in three steps
No new accounts. No fund transfers. No code. Just connect your existing Schwab account and go.
Connect
Authorize through Schwab's official OAuth flow. OHLCX never receives, stores, or processes your credentials - only a time-limited access token is issued.
Takes under a minute. Works with any eligible Schwab account.
Configure
Set your order preferences, default exit flows, keyboard shortcut sequences, risk limits, and watchlist layout. Every default is yours to define.
One-time setup. Preferences persist across sessions.
Execute
Place structured orders with exit flows pre-attached. Enable automation for strategy-driven execution, or stay fully manual. Your rules, your workflow.
All orders routed directly through Schwab. Full audit trail.
Everything in one workflow
Built for active traders and investors. Connect your Schwab account once and the full platform activates - orders, positions, charts, options, analytics, and automation.
Native broker vs. OHLCX
The same Schwab account. Completely different execution experience.
Native Broker Interface
OHLCX Execution Platform
Advanced Exit Control
Exit logic built directly into the order form. Select your exit flow at entry - before the order is sent - and the position manages itself from that point forward. No dashboards to watch. No manual closes.
Five distinct exit strategies covering every trading style - from trailing stops to complex bracket orders to OHLCX's proprietary adaptive exit engine.
Executes automatically once live. No manual intervention required. Not predictive - executes exactly what the trader defines. Exclusive to OHLCX.
Asset Detail - Everything in One View
Every instrument has a dedicated page combining a full TradingView™-powered chart, live options chain with Greeks, Level 2 order book depth, and complete technical analysis.
Switch from chart analysis to order placement without leaving the screen. Symbol context carries through to the order form automatically.
See the Platform in Action
Schedule a walkthrough with the OHLCX team - live screen share, real account, real trades.
Full Portfolio Visibility & Bulk Control
Real-time positions pulled directly from Schwab. Monitor live P&L, manage exposure, and close entire categories of positions in a single action.
The floating sidebar keeps your active monitor visible regardless of which page you're on - orders, charts, or settings.
Built for Speed and Precision
Settings, Preferences, Keyboard Shortcuts, and Bulk Actions give traders total control over every layer of the platform - from execution behavior to risk limits to UI defaults.
Automation, Signals & AI - All Live
The Pro tier adds a full intelligence and automation layer on top of the execution platform. Strategies route to Schwab automatically. Signals surface opportunities with full context. The Analysis Feed keeps you informed three times daily.
Everything operates through your existing Schwab account. No new integrations. No fund transfers. Advisory mode lets you review every signal before execution. Fully Automated mode routes directly.
Visual no-code builder with technical indicators, cross-asset conditions, and real-time backtesting context.
Signals appear for your review. You decide to execute - OHLCX shows you when and why.
When conditions are met, orders route to Schwab without manual intervention. User-defined rules only.
Entry price, target, stop-loss, RRR, embedded chart, and options contract suggestion per signal.
Pre-market, active session, and post-market structured analysis published three times daily.
Account-aware AI available directly in the platform. No tab switching. No context loss.
Your credentials never touch OHLCX
Every layer - from sign-in to order routing - operates under encryption, access controls, and token-based authentication. OHLCX is a technology layer, not a custodian.
You authenticate on Schwab's website. OHLCX receives a time-limited token. That token is AES-256 encrypted at rest and can be revoked from your Schwab account at any moment - instantly terminating OHLCX access.
You authenticate on Schwab's website. OHLCX never sees, receives, or stores your login credentials.
Secure, time-limited OAuth token. Revoke from Schwab at any time - access terminates immediately.
Access and refresh tokens encrypted with AES-256 at rest. Strict access controls on all token operations.
All device–server–Schwab communication fully encrypted in transit. No plaintext data on any channel.
OHLCX does not hold funds, handle settlement, or accept deposits. Capital stays at Schwab at all times.
Account numbers hashed before any internal use. Raw account identifiers never stored in OHLCX systems.
Built for execution control at every level
Whether you trade for yourself, manage capital for others, or build fintech infrastructure - OHLCX is designed for you.
Active Traders
Structured order entry, advanced exit flows, and preferences-driven execution for traders who want more than their broker's native interface. Focus on the trade, not the tooling.
Professional Traders
High-volume execution, full portfolio bulk control, keyboard-driven speed, and optional automation. Scales from a few trades to hundreds per session without changing tools.
Fintech Developers
Broker-connected execution infrastructure on a modular API-driven architecture. ATS/OMS/EMS layers, Docker, Schwab API, Alpaca data, and built-in credit billing - already built.
RIAs & Fund Managers
White-label licensing available for registered investment advisers and fund managers requiring branded execution tooling. API access, custom deployment, and team management.
Teams & Firms
Multi-seat deployment for prop trading firms, family offices, and institutional traders. Team permissions, usage analytics, dedicated support, and enterprise billing.
What's live - and what's coming
OHLCX is production-ready today. The roadmap expands broker coverage, analytics depth, and platform reach.
License OHLCX for your team or product
OHLCX is available for white-label licensing and custom deployment. Fintech teams, RIAs, prop trading firms, and institutional operators can embed the full execution infrastructure under their own brand.