


To determine where it is trading relative to its support and resistance, choose from various technical studies built into StreetSmart Edge, such as Simple Moving Average and Bollinger Bands, which we see here. Now we can review the technical data for our company.The earnings tab is an intuitive snapshot of the security’s most recent earnings report. This brings up the Research tool, populated with the information for that particular stock. The fundamentals of a security are easily viewed by right-clicking on the security’s name from the watchlist. To further our research on our preferred company, we start with the fundamental analysis.Here we add the company we’re interested in, to our watchlist. To see market news, click on the Streaming News tab, which provides a continually updated news feed from, Reuters, and others.In the Positions tab, you can see position information down to individual lot details, as well as realised gain/loss for your closed positions. You can review your current balances and buying power in Account Details. We’ll start by taking a look at a customised account layout focused primarily on tracking your portfolio.Let us now see how we can use Schwab’s trading platform to check our positions, assess the markets, find and analyse trade ideas and enter orders. Most of the derivatives tools used by equities traders are only available on the SmartScreen Edge.The ETF screener available on the website is fundamental and outdated compared to the ETF screener in SmartScreen Edge.To earn interest on the money, one has to take action and move the funds themselves. Schwab does not offer automatic cash sweeps, meaning that uninvested cash is not automatically transferred to a money market fund.Schwab’s merger with OptionsXpress in 2010 helped in modernising the platforms to improve user experience. The web platform and the mobile apps have the same functionality.The StreetSmart Edge is highly customisable, and the screener is available to both prospective and actual clients.The ETF screener has over 150 screening criteria, including fund performance, asset classification, Morningstar categorisation, and so on.

It has a highly robust ETF screener on StreetSmart Edge.Pros and cons of trading using Charles Schwab Since Charles Schwab is a full-service investment firm that relies on technology, it suits a large variety of investors, ranging from active traders with good market knowledge to clients who are simply looking for investment and portfolio-related advice. In October 2020, Charles Schwab acquired TD Ameritrade, another brokerage firm, to scale up their operations and expand their consumer base. Charles Schwab is an investment firm that offers banking, brokerage and financial advisory services through its operating subsidiaries.
