OHLCX connects to your Schwab account and helps traders structure orders, exits, risk controls, and optional automation before a trade goes live.
Learn how OHLCX supports rule-based execution, how OHLCX Pro adds strategies and signals, and why trading decisions stay in the user’s hands.
Most trading friction does not come from a lack of ideas. It comes from the gap between a plan and what happens after the order is sent. Prices move. Brackets need attention. Partial exits can stack into manual clicks. A clean setup gets harder to manage once the session is live.
OHLCX is built for traders who want that middle layer to be deliberate. It is a broker-connected execution platform for U.S. equities, ETFs, options, and futures, where exits can be chosen before the order goes live, automation is optional and rule-based, and risk visibility is part of the default workflow rather than an afterthought.
OHLCX is not a recommendation engine. It is not a substitute for a trader’s judgment. It is execution technology for people who have a clear approach to the market and need a more repeatable way to put that approach into action.
What does OHLCX do?
OHLCX sits on top of an existing Schwab brokerage account. Once connected, the platform gives users access to orders, positions, charts, options chains, analytics, risk tools, and automation features depending on the selected plan.
The goal is not to tell users what to trade. The goal is to help them express their own trading rules more clearly inside the order workflow.
That includes structured order entry, advanced exit logic, partial exit controls, risk visibility, persistent defaults, keyboard shortcuts, watchlists, live quotes, asset-level research views, and optional automation through OHLCX Pro.
For individual traders, this reduces the need to rebuild the same order logic manually. For teams and professional users, it provides a broker-connected execution layer without requiring the infrastructure to be built from scratch.
Connect once, then work in one platform
OHLCX connects through Schwab’s official OAuth flow. Users authorize access through Schwab, and OHLCX does not receive, store, or process Schwab login credentials.
Capital and account custody remain with Schwab. OHLCX functions as a technology layer for execution, workflow, and automation. Orders are routed through Schwab, while trading decisions remain with the user.
Once the connection is active, the full platform environment becomes available. That includes orders, positions, charts, options, analytics, and, for Pro users, automation. That matters because traders are not forced to split the workflow between the broker ticket and a separate set of tools.
Exit logic starts at entry
The order ticket supports market, limit, and stop order types, with five exit flows available before the order is sent:
- TSP (Trailing Stop Price): A trailing stop that follows favorable price movement and helps protect gains if price reverses.
- OCO (One Cancels Other): A bracket-style setup where a target and stop are linked. If one side fills, the other is canceled.
- OTOCO (One Triggers OCO): An entry order that stages the bracket on fill, so target and stop arm automatically without further input.
- TRIM: A staged exit flow for traders who want to define partial exits ahead of time, instead of closing pieces of the position by hand.
- TRIMMER: OHLCX’s customizable adaptive staged exit engine. Traders define the staged exit rules, and TRIMMER executes those rules as configured. It does not predict market direction.
Exit policy becomes part of the order, not a separate monitoring task after the fill. For active traders, that can be the difference between a repeatable process and a series of one-off decisions made under pressure.
Risk management that is visible, not decorative
Risk management is treated as an operational requirement in OHLCX, not an afterthought. The platform includes a Risk Gauge tied to capital deployment, buying power utilization, and user-defined exposure zones.
Portfolio views show live market value, cost basis, and unrealized P&L, with filtering by equities, options, or futures depending on what is held. Balance distribution gives a continuous view of how cash, equities, and options are allocated across the connected Schwab account.
OHLCX also includes one-click bulk actions for situations where exposure needs to be reduced quickly. These include Liquidate All and targeted kill actions for buys, calls, or options.
These controls do not replace a trading plan. They support the operational side of risk management by making exposure easier to see and act on from one workspace.
Customization and workflow control
OHLCX is built around user-defined defaults. Order preferences, exit flows, risk settings, keyboard shortcuts, and watchlist layouts can all be configured to reflect how a trader actually trades.
Those preferences persist across sessions. Traders should not have to rebuild the same risk posture, order setup, or exit flow every time they log in.
Keyboard shortcuts add another layer of control. The hotkey generator allows traders to bundle direction, sizing, price mode, and exit flow into a faster execution sequence. For traders who care about consistency, that means fewer chances to drift from the intended order setup.
Watchlists stream live across views, with custom lists saved per account. Floating panels keep positions, P&L, and risk visible while users move through charts, settings, and other platform views. The asset detail page combines a TradingView-powered chart, live options chain with greeks, Level 2 depth, technical indicators, instrument profile data, and the order ticket on a single screen.
More data does not automatically make better trades. The point is that the workflow stays coherent: analyze, adjust sizing and exits to match the instrument, and route the order without constant context switching.
OHLCX Light and OHLCX Pro
OHLCX is structured around two main tiers.
OHLCX Light is the execution-focused tier. It includes the broker-connected platform, advanced order ticket, five exit flows, TRIMMER, risk and portfolio tools, charts, watchlists, account views, bulk actions, keyboard shortcuts, billing dashboard, and security settings. Light is built for traders who manage their own setups and want a more organized way to place and manage orders.
OHLCX Pro adds the automation and intelligence layer. It includes everything in Light, plus:
- Visual Strategy Builder with no-code construction and backtesting context
- Signals with structured trade context
- Analysis Feed published three times daily across pre-market, active session, and post-market periods
- Advisory Mode, where signals surface for review before execution
- Fully Automated Mode, where orders can route when user-defined conditions are met
- OHLCX AI Agent embedded in the platform
- Community features, including group chats and direct messages
Pro is built for users who want to manage more setups, reduce repeated manual steps, and separate research, signal review, and execution more clearly.
Billing and access
OHLCX is invitation-only at this stage.
Billing is usage-based, with credits purchased through Stripe and tracked in the billing dashboard. Credits do not expire, and no monthly subscription is required. Advanced features consume credits per order, with pricing based on the selected credit package and user configuration.
This model ties platform usage to advanced order activity rather than a fixed subscription regardless of volume.
Who OHLCX is built for
OHLCX serves several overlapping audiences.
For active retail traders, it provides a more structured way to manage entries, exits, partials, and risk. For professional traders, it supports faster execution, repeatable order logic, portfolio visibility, bulk controls, and optional automation.
For fintech developers, it offers a broker-connected execution environment with infrastructure already in place. For RIAs, fund managers, and institutional operators, OHLCX can support white-label licensing, team workflows, and multi-seat deployment.
The breadth matters because OHLCX is not only a retail story. It is also a product story about modular architecture, broker API connectivity, and operational controls that institutions recognize, even when the experience is built for day-to-day trader use.
OHLCX helps traders turn a plan into executable order logic while keeping the final decision with the user. It connects to Schwab, keeps funds and custody at Schwab, and gives users a way to configure orders, exits, partials, risk controls, and optional automation before the trade goes live.
To see the workflow in action, request a walkthrough through the OHLCX platform page.