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About

Easily trade and manage investments with Schwab support. Trade stocks, options, bonds, mutual funds, ETFs, and other financial products. Use Schwab.com and the Schwab mobile app4 to conveniently manage your account. Get online tools to screen and evaluate investments, develop a plan, and more. Call our financial professionals anytime. Plus get local support at a branch near you. Use our web, software, and mobile platforms designed for trading. Hone your existing trading skills or learn a new one. Access a team of professionals who share your passion for trading. Use your finger, face ID or preset passcode to quickly check your portfolio balance (including non-Schwab accounts), holdings and statements. Deposit checks into your eligible Schwab Bank or Schwab brokerage and IRA accounts by snapping a few photos. See your positions at a glance. Trade stocks, ETFs, mutual funds, and options.

About

QuantWheel is an options trading software platform designed for traders who sell options, trade directionally, analyze gamma exposure, and manage portfolio-based strategies. The platform connects to supported brokerage accounts in read-only mode so users can analyze positions, cost basis, rolls, assignments, cash, and available income opportunities without giving QuantWheel permission to place trades. Its tools include options screeners, a roll assistant, an options journal, GEX analytics, options flow data, Vanna and Charm analysis, max pain calculations, and Wheel strategy calculators. QW Intelligence adds AI-powered portfolio analysis using connected positions, market data, watchlists, and trading history to answer questions and support recurring research tasks. QuantWheel also supports MCP and API connections so users can give AI clients such as Claude, ChatGPT, Grok, and other compatible systems access to selected portfolio and market tools.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone seeking for a trading platform to trade stocks, options, bonds, mutual funds, ETFs, and other financial products

Audience

Self-directed options traders, covered call and cash-secured put sellers, Wheel strategy traders, directional options traders, and advanced users who want broker-connected analytics, AI research, and portfolio management tools

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Almost nothing. TD Ameritrade was way superior. Schwab android phone app is garbage. Sorry nothing positive to say

Cons

  • With multiple accounts you do not know how much total you have invested at any given time. No summary like on web. Does not total day's gain/loss in addition to daily. You will get logged out mid trade. No earnings/events calendar like TDA. No pre or post market action on your accounts. Doesn't update positions immediately - if your lucky a swipe resets. App doesn't stay open all day - multiple logins even when you aren't being thrown out mid trade. No historical tables of balances. Not half as intuitive as TDA -this app was made for your grandpa

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Charles Schwab
Founded: 1973
United States
www.schwab.com/brokerage

Company Information

QuantWheel
United States
quantwheel.com

Alternatives

ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.

Alternatives

Eze EMS

Eze EMS

SS&C Eze

Categories

Categories

Integrations

CFO Silvia
Caddi
Claritus
Kinfo
Maxima
Motileo
PinkLion
PremiumGuardHQ
ProTracker Advantage
ProTracker RMD
Provisian
R0Y
Riskalyze
SmartOffice
StreetSmart Edge
Taiki
TradeZella
Trademetria
TradersPost
Wealth.com

Integrations

CFO Silvia
Caddi
Claritus
Kinfo
Maxima
Motileo
PinkLion
PremiumGuardHQ
ProTracker Advantage
ProTracker RMD
Provisian
R0Y
Riskalyze
SmartOffice
StreetSmart Edge
Taiki
TradeZella
Trademetria
TradersPost
Wealth.com
Claim Charles Schwab and update features and information
Claim Charles Schwab and update features and information
Claim QuantWheel and update features and information
Claim QuantWheel and update features and information