Login

Sign in with your seeded TradeCopier account to access the trading workspace.

Use the seeded email/password from your backend setup or seed script.
Single-leg options Schwab OAuth Preview before send Per-account sizing Smart Limit + Cancel

Schwab Options Copier

Mission-control layout for setup, fan-out execution, account targeting, and fast risk actions.

Pre-Trade Setup Review
Review your SPY setups before executing trades
Open Guide
API base
Use Setup once, then live mostly in Trade.
Signed in as
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Selected accounts
0
Projected contracts
0
Open positions
0
Live orders
0
Auto Trade
OFF
Tracker only

Order ticket

Build once, preview fan-out, then send to your selected accounts.

Load the live chain to lock expiration/strike to listed contracts.
Auto execution active: opening buys use MARKET on tight spreads, otherwise SMART LIMIT. Closing orders stay SMART/LIMIT unless you explicitly choose MARKET.
No validation yet.
No preview yet.
No submission yet.
Default safety stop on opening buys.
Select a listed contract to load live bid/ask.
30m chart loads in the background for the selected contract.
No 30m contract chart yet.
When armed, stop follows at this distance.

Risk controls

Keep flatten and live-order actions inside the execution workflow.

Selected-account risk feed
Only accounts selected in Accounts are used here. Positions stream fast, live active orders stream every 10 seconds, and both still support manual refresh.
No selected accounts yet.
Positions updated: —
Live orders updated: —
No risk action yet.
Auto manager not loaded.
Select one or more accounts first.
Live orders
No live orders loaded.

Review

Fan-out plan for selected accounts.

Select accounts and validate to review.

Accounts

Load linked accounts, choose recipients, and tune per-account sizing.

No accounts loaded yet.

Balances + positions

See balances and open positions with each row tied to its account so you can verify sizing and exposure quickly.

No live overview loaded.

Risk workspace

Execution risk controls live in Trade. Use this tab for process discipline and future hard limits.

Suggested guardrails
  • Keep max contracts per account aligned with your backend setting.
  • Use preview before every live submission.
  • Flatten from the Trade tab only after loading live orders and position overview.
This tab is reserved for future rule-based limits like max daily loss, kill switch, or close-only mode.

Selection snapshot

Quick read on who is armed for the next fan-out.

No accounts loaded yet.

Schwab connection setup

Credentials and connectivity are merged here because they belong to the same setup workflow.

No credential saved yet.
No setup action yet.

OI Analysis

Three nearby $5 levels, boxed into a 10-point range with current price placement and dominant call/put open interest.

Load the live chain first, then refresh OI analysis.
OI auto-refreshes while this tab is open.
No OI box yet.
No OI table yet.
No analysis yet.
Major strike board will appear here after history starts collecting.

Price alerts

Select PM, PD, or major OI levels and get alerted when price crosses or accepts the level.




Seconds + buffer. Example: accepting above 715 means staying above 715.20 for 60s.
No alert levels loaded yet.
No active alert status loaded yet.

Auto Trade

Separate tracker workspace for reclaim / failed reclaim setups. Current build only tracks, alerts, and saves stats. It does not place trades.

Tracker status not loaded yet.

Signal + statistics

Shows current signal, win rate, and how much data is behind that statistic across a selectable history window.

No tracker stats yet.

Enabled setups

Choose which setup families should be tracked and counted in statistics.

No setup catalog yet.
Click a setup to see the exact rule sheet and setup-specific statistics.

Execution scope

Auto Trade uses its own account list, its own position sizing, and its own statistics window so it never interferes with manual trading.

No auto-trade scope loaded yet.

Historical tracked setups

Filter, inspect, and audit the tracked signal log across the history window you choose.

No tracked setups yet.
Click a tracked setup row to inspect simulated fills, spread, and outcome details.

Strike detail

History and live tape for the selected strike.

Select a strike level to inspect its saved bid/ask history.
Strike quick-trade controls
Modal qty overrides the main ticket for these strike-chart shortcut buttons.
Quick trade shortcuts use your selected accounts and current trade ticket settings.
CALL bid / ask / mark
No call history yet.
PUT bid / ask / mark
No put history yet.
Underlying price
No underlying overlay yet.
Call latest
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Put latest
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Combined volume
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Combined OI
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Focus side
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No strike details yet.
Tip: use this window for the busiest strikes. When one side's bid keeps lifting while price compresses, that is the tape you wanted to save.

SPY chart command view

Major OI levels overlaid on saved SPY bid / ask / last history.

No SPY chart loaded yet.

Notifications

Choose which events should alert you by email, Telegram, or webhook.

Email alerts
Telegram alerts
Webhook alerts
Uses ALERT_WEBHOOK_URL from backend config.
Connection health not checked yet.
Notification settings not loaded yet.

Ops Health

One-glance view of service loops, auth health, autotrade guardrails, and recent alerts.

Service status not loaded.
Safety status not loaded.
Auth status not loaded.
Recent alerts not loaded.

Audit logs

Submission history and audit trail stay together for post-trade review.

No history loaded.