Secure, Token-Based Access
After selecting “Charles Schwab” on the brokerage selection page after you login, you are redirected to Charles Schwab’s login page. On thier site, which we have no access to as it is a Charles Schwab domain (we never see your login credentials), you login and authorize your account for trading on a 3rd party platform. Once you have chosen your account and click "Done", you are then redirected to our platform. They send us back an encrypted OAuth token that grants your account on the platform the exact permissions you approve. This token is deleted upon disconnetion from the platform and a new one will have to be retreived next time you log in.
Real-Time Data & Trading
Instantly fetch your account balances, positions, and market data—and submit trades—so you get up-to-the-second insights and execution, all from within our platform.
Granular Permissions & Privacy
You control exactly what data we can read and which actions you can perform through the platform. Tokens can be revoked at any time from your Schwab account settings.
Seamless OAuth Flow
Our OAuth 2.0 “Authorization Code” flow handles everything in-browser. Link once and we automatically refresh your token—no manual key management required.
Pair Testing
Using high-quality 1-second historical data, members are able to test any pair of US Equities over their chosen amount of time (1d,5d,100d,etc.). Test results are then quickly displayed in table and chart format, as well as in a chat-style text readout that explains the results in detail.
Pair Screening
Members are able to search through hundreds of thousands of pairs and select those with their desired criteria. Pairs can be instantly sent to pair testing or traded straight from the screener.
No-Code Trading Algorithm Creation
After selecting a pair, members are able to select the parameters they would like for their own pair trading algorithm that they will use for that pair. This includes seting the entry and exit bounds, choosing the actions that will take place when these bounds are crossed, the amount of capital they would like to allocate to the pair, and the hedge ratio they would like to use. When a member is ready to start trading, they can add the pair to their pair portfolio in the pair monitoring system.
Live Pair Monitoring System
For all pairs in a members pair portfolio, a live feed of the pairs spread, along with the members chosen bounds, are displayed in a card-style format. Here, members use the "Sleeping/Trading" slider in order to activate automatic trade execution for each pair in their portfolio. These pair trading algorithms are only ran when a member is actively connected to the platform and pairs must be restarted upon every new sign in.
Pair Trading LLM-Chat (In Testing)
Optimized for pair trading, our LLM-Chat is a useful tool for members to learn more about pair trading and formulate trade ideas.
