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ease
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support

Average Ratings 0 Ratings

Total
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support

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Description

Effortlessly manage your investments and execute trades with the support of Schwab. You can trade a variety of financial instruments such as stocks, options, bonds, mutual funds, and ETFs. By utilizing Schwab's website and mobile app, you can easily oversee your account anytime, anywhere. Access a suite of online tools designed to help you screen and assess investments and create a tailored financial plan. You can reach out to our financial experts whenever you need assistance, and you can also find local support at a nearby branch. Our trading platforms, whether web-based or mobile, are crafted to facilitate an excellent trading experience. Whether you're looking to sharpen your trading expertise or explore something new, you can tap into a community of professionals who are equally enthusiastic about trading. With just a touch, face ID, or a saved passcode, you can quickly check your portfolio balance, including assets held outside of Schwab, as well as your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is a breeze—simply snap a few pictures. Quickly view your positions and effortlessly trade various assets like stocks, ETFs, mutual funds, and options while enjoying the convenience of modern technology.

Description

The Financial Tech Wiz Trading Journal is an innovative trading tool powered by AI, designed to assist traders in monitoring and evaluating their performance through their own trade data across various markets including stocks, options, cryptocurrency, futures, and forex. Users can effectively monitor their initial net liquidity, daily portfolio values, and each individual trade to accurately assess their overall account performance. The platform features a variety of performance charts, comprehensive statistics, comparisons against benchmarks, and insights driven by AI that derive from actual trading activities. Additionally, there is a complimentary version of the Financial Tech Wiz journal available in Google Sheets, which allows users to import their trade and portfolio data in bulk into the application, enabling the unlocking of automation features and enhanced AI-driven analysis for a more streamlined trading experience. This powerful combination of tools and insights makes it easier for traders to refine their strategies and improve their decision-making processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

APS Payroll
Binance
Charles Schwab
Claritus
Clockwork
Coinbase
E*TRADE
Fidelity
Interactive Brokers
Kraken
Maxima
PinkLion
Provisian
Questrade
TradeZella
TradingDiary Pro
Utluna
Wealthsimple
Webull
tastytrade

Integrations

APS Payroll
Binance
Charles Schwab
Claritus
Clockwork
Coinbase
E*TRADE
Fidelity
Interactive Brokers
Kraken
Maxima
PinkLion
Provisian
Questrade
TradeZella
TradingDiary Pro
Utluna
Wealthsimple
Webull
tastytrade

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$9.91 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Charles Schwab

Founded

1973

Country

United States

Website

www.schwab.com/brokerage

Vendor Details

Company Name

Financial Tech Wiz

Founded

2022

Country

United States

Website

journal.financialtechwiz.com

Product Features

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