Settings · CT

Schwab Connection

Connected Access token expired — will refresh on next API call

Schwab Market Data API is active. Options chains and live quotes are available.

Strategy Settings

Total Capital ($)

Total account size for position sizing

Position Size Per Trade ($)

Fixed dollar amount per trade

Max Concurrent Positions

Clustering Window (days)

Days around transaction to count cluster buys

Allow Duplicate Positions

Allow buying same ticker twice

Cancel

Per trade

5.0% of capital

Max deployed

$100,000.00

Strategy

180-day hold