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Trading Tools

Trading Tools & Research

Take charge of your trading ideas with the right resources.

Trade stocks, ETFs, and options using intuitive trading tools on our web, mobile, and software platforms.

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Web Trading provides access to easy-to-use, reliable online trading wherever you have an internet connection. You can track your portfolio, monitor the market, find trade ideas, and place trades all in a single location. Take advantage of our research tools and resources such as customizable screeners and Schwab’s proprietary stock rating tool—Schwab Equity Ratings®.

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Software Trading

StreetSmart Edge® is Schwab’s premier trading platform, featuring a customizable and intuitive workflow that aligns with the way you trade. Get streaming real-time data including quotes and market news. Discover potential trade ideas with robust charting and studies. Available as downloadable software or online via the cloud.

Contact us to learn more.

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Mobile Trading

Schwab Mobile helps you stay on top of the U.S. markets and your investments wherever you are. Securely access and manage accounts, tap in to breaking news with a CNBC TV live stream, place trades, and monitor orders and positions—all while receiving real-time trade notifications.

Already a Schwab client? Download the free Schwab Mobile app.

App not available in all countries.

Broaden your market perspective with our advanced stock research tools and resources.

Schwab Equity Ratings

Schwab Equity Ratings is our proprietary methodology for identifying stocks that we believe will outperform or underperform the market over the next 12 months. Using easy-to-understand grades of A-F, these indicate Schwab’s outlook on over 3,000 US-traded stocks.

Premium Independent Research

Access analysis and commentary from, Credit Suisse, Morningstar®, and others. You also get Buy-Hold-Sell opinions for almost 5,000 stocks from Market Edge®.

U.S. Market Research

Stay on top of the U.S. markets with timely perspectives from Schwab’s trading experts. From general economic reviews to specific insights on options and futures, Schwab’s resources can help round out your picture of the market.

Breaking News

Get stock market news from dozens of providers via any of Schwab’s trading platforms, including streaming headlines and live CNBC on StreetSmart Edge. You can also search through headlines for the latest breaking news based on a specific stock symbol, or filter by news code category or keyword.

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Learn about investing in the U.S. market.

Schwab offers free financial education designed for international clients.

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Symbols and price and volume data shown here are for illustrative purposes only, and do not constitute a recommendation by Schwab to buy or sell a particular security.

Schwab Trading Services includes access to StreetSmart® trading platforms. Access to NASDAQ TotalView® is provided for free to non-professional clients who have made 120 or more equity and/or options trades in the last 12 months, 30 or more equity and/or options trades in either the current or previous quarters, or maintain $1 million or more in household balances at Schwab. Schwab Trading Services clients who do not meet these requirements can subscribe to NASDAQ TotalView for a quarterly fee. Professional clients may be required to meet additional criteria before obtaining a subscription to NASDAQ TotalView. Contact Schwab to request access (a Schwab brokerage account is required). Schwab reserves the right to restrict or modify access at any time.

Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades or maintenance, or for other reasons.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received. With long options, investors may lose 100% of funds invested. Multiple-leg options strategies will involve multiple commissions. Spread trading must be done in a margin account. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options.

In order to trade 3- and 4-leg options on StreetSmart Edge you must be a Schwab Trading Services client and have level 2 or 3 options trading approval to trade advanced options strategies at Schwab. Contact us for more information about your account’s eligibility or to request access.

Schwab does not recommend the use of technical analysis as a sole means of investment research.

Third-party news providers are not affiliated with Schwab. The information is presented as a service to Schwab clients, and Schwab makes no judgment or warranty with respect to accuracy, timeliness, completeness, or suitability of information. It is presented for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Past performance is no guarantee of future results.

Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

The All-in-One Trade Ticket® is available on Schwab website and StreetSmart Edge®. All-in-One Trade Ticket is a registered trademark of optionsXpress Holdings, Inc., and is used here with permission.

Idea Hub offers self-directed investors the ability to explore new trading ideas for options that are determined based on pre-set screening criteria. Please note that Idea Hub does not consider open orders, existing positions, or other factors, and is solely intended for educational and informational purposes. The examples within the Idea Hub are not intended as recommendations to buy, sell or hold any particular security nor implement any particular strategy. Users of the Idea Hub should not make investment decisions based solely upon the ideas generated by this tool. You are solely responsible for your investment decisions, and should carefully evaluate the examples to help determine whether or not they are right for you based on your own personal situation. The use of this tool does not constitute an investment recommendation by Schwab, and should also not be considered financial, legal or tax advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.

The projections or other information generated by Idea Hub regarding the likelihood of various investment outcomes at expiration are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The above calculations do not take into consideration all costs, such as commissions, taxes and margin interest which may impact the results shown and users of Idea Hub should not make investment decisions based solely upon values generated by it. Please contact a tax advisor for the tax implications involved in these strategies.

The Trade & Probability Calculator provides calculations that are hypothetical in nature and do not reflect actual investment results, or guarantee future results. The calculations do not consider commissions or other costs, and do not consider other positions in your account(s) for which this specific trade is taking place. Rather, these values are based solely on the individual contract or pair of contracts in this specific trade. In addition, the calculations do not consider the specific date of dividend, early assignment, and other risks associated with option trading. Options which expire before the estimated dates have calculated values based on underlying prices as of the estimated dates, as if option is expiring on the estimated date. Investment decisions should not be made based solely upon values generated by the Trade & Probability Calculator.

In addition, the calculations incorporate annualized dividend yields and do not consider ex-dividend dates, early assignment, and other risks associated with option trading. If an option expires before the estimated date, it is treated as though it expires on the estimated date. Investment decisions should not be made based solely upon values generated by the Trade Calculator.

Schwab Equity Ratings and the general buy/hold/sell guidance are not personal recommendations for any particular investor or client and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for, any particular investor or client. Investors and clients should consider Schwab Equity Ratings as only a single factor in making their investment decision while taking into account the current market environment.

Mobile app may not be available for some mobile users. Contact Schwab for details. Mobile app requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and your mobile connection limitations. Functionality may vary by operating system and/or device.

CNBC TV material is prepared by an independent third party that is not affiliated with Schwab. Schwab does not edit or endorse any of this material and is not responsible for its content.

Apple®, AppStore®, the Apple logo, Apple Watch, iPhone and iPad are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.

Android and GooglePlay are trademarks of Google Inc. Use of this trademark is subject Google Permissions.