We provide local, secure trading tools that connect directly to your Schwab API for professional-grade portfolio and trading management.
Our custom software — available via Excel or our dedicated local application — plugs directly into your Schwab account. Experience the same level of control, execution speed, and advanced portfolio tracking used by professional firms, all hosted securely on your own machine.
Execute trades and pull data without the middleman.
Your data stays on your hardware, giving you total privacy and control.
From institutional-level spreadsheets to custom apps, we build for performance.
Access a network of serious traders using the same high-level tools to find an edge.
From API registration to live trading — we handle the technical complexity so you can focus on your investment strategy.
We register your developer account, create your app, configure OAuth authentication, set up callback URLs, and handle the token refresh flow. You go from zero to authenticated API access in a single session.
A purpose-built Excel spreadsheet connected to live Schwab data — real-time quotes, positions, balances, and trade execution. All with VBA source code included.
Market orders, limit orders, three-part orders (entry + target + stop loss), order status tracking, and portfolio management for up to 500 tickers.
Proper OAuth 2.0 implementation with secure token storage, automatic refresh, and credential management following Schwab's security requirements.
Most setups are completed in 2–4 hours. You'll be placing trades from Excel the same day.
We discuss your trading needs, which API products you need (Market Data, Accounts & Trading, or both), and your Excel workflow preferences.
We walk you through creating your Schwab Developer Portal account, registering your app, setting callback URLs, and linking your brokerage account.
We configure the OAuth 2.0 flow — authorization code exchange, access token generation, and automatic refresh token management so your connection never drops.
We install and configure your API-enabled Excel spreadsheet with live quotes, trading controls, portfolio management, and any custom workflows you need.
You start trading immediately. We provide 14 days of dedicated support for any issues, tuning, or additional customization requests.
Pro techniques our clients use to get the most out of their Schwab API setup.
Schwab access tokens expire every 30 minutes. Set up a background timer in Excel to refresh automatically — never get logged out mid-session.
Instead of individual API calls per ticker, batch up to 500 symbols in a single request. Dramatically reduces latency and API rate limit usage.
Always check HTTP status codes before parsing. A 401 means your token expired, 429 means you hit rate limits. Build retry logic into your VBA modules.
Use account hash IDs to route orders across multiple linked accounts from a single spreadsheet. Perfect for managing family accounts or different strategies.
Combine Excel's auto-refresh with conditional formatting and email rules to create pseudo-alerts when prices hit your targets.
Store price history locally in a separate sheet. Only fetch new candles on refresh — saves API calls and lets you build technical indicators offline.
One-time setup fee. No subscriptions. Source code included with every package.
The complete Excel spreadsheet with source code and written setup instructions.
We do everything for you — live screen share, fully configured and tested.
Bespoke trading systems, Python integrations, and ongoing consulting.
Join a private Discord of traders using the Schwab API. Share ideas, get help, and stay ahead of API changes together.
Join Community →From day traders to portfolio managers, our clients trade smarter with Excel.
"Using your spreadsheet is so much easier than using the trading web portal. I can see everything I need and place trades in seconds."
"The OAuth setup alone would have taken me days. They had me live in under two hours. Now I run three accounts from one spreadsheet."
"I migrated from TD Ameritrade and was dreading the API switch. The transition was painless — everything just works."
"The AI trading module is surprisingly good. It's not going to replace my judgment, but the entry signals have been solid."
Everything you need to know before getting started.
Get set up in a single session. No subscriptions, no complexity.