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Trading Software Platform: StreetSmart Edge®


TRADING SOFTWARE Experience the platform that thinks like a trader.

Schwab Trading Services
Man working on computer

StreetSmart Edge—Schwab’s premier trading platform—features a customizable and intuitive workflow that aligns with the way you trade. Whether your strategy is simple or complex, put it into action with the StreetSmart® platform that makes advanced tools and charting easy to use.

Advanced Features and Design

  • The approachable design of StreetSmart Edge adapts to your style and it’s flexible enough to grow with you as your strategies advance.
  • Integrated tools make identifying—and acting on—potential opportunities logical and efficient.
  • Risk management features help you more easily monitor and take action on open orders and positions.

Desktop or Web Access

  • Access StreetSmart Edge on your desktop using downloadable software, or log in over the web for a cloud-based experience.
  • Both versions include free streaming, real-time data, ability to create and save multiple layouts, customize tools, expand the platform to multiple monitors, and more.

Powerful Features for Every Step of the Trade

Explore key StreetSmart Edge features designed to help traders execute even complex strategies quickly and easily.

Identify potential trade opportunities with integrated screening and news tools.

stock and etf screener screen

Stock and ETF Screeners

  • See how a group of stocks are performing based on sector.
  • Build stock and ETF screens based on predefined strategies or your own criteria.
  • View stocks that are hitting daily highs and lows.
CNBC screen

CNBC Live TV

  • Receive a commercial-free live stream of the CNBC broadcast right on your desktop.
  • Get the latest on stock markets, financials, and earnings 24 hours a day, every business day.
real-time news screen

Real-time News

  • Take advantage of breaking stock market news and get live analysis and commentary.
  • Monitor news for your specific stock symbol list or search by keyword.

Get help validating potential trade opportunities and make faster, informed decisions.

stock charting screen

Advanced Stock Charting

  • Create custom real-time charts with a robust number of studies and styles.
  • Receive intraday pattern-based strategy ideas and decision support. 
momentum indicator and watch list screen

Momentum Indicators and Watch Lists

  • Receive streaming momentum signals to better time entries and exits.
  • Monitor predefined or custom watch lists with dynamically updated account positions.
fundamental research screen

Fundamental Research

  • View fundamental metrics including company earnings, dividends, ratings, short interest, and more.
  • Get a company’s business summary, list of executives, and sector/industry information.

Build and place stock, ETF, and options trade orders within a single window.

all-in-one trade ticket screen

All-In-One Trade Ticket

  • In the same order window, trade multiple securities using a variety of order types.
  • Set up brackets and up to three conditional orders.
options orders screen

Options Orders – Basic to Advanced

  • Place a variety of options orders up to and including 3- and 4-leg strategies.
  • Buy or sell up to four different options simultaneously. View more options tools.
order status and details screen

Order Status and Details

  • In a single tool, view all open orders, plus change or cancel orders.
Trade Futures? Explore our advanced futures web and mobile platforms.

Conveniently monitor your market exposure and set up real-time alerts.

order and position screen

Order and Position Tiles

  • View market exposure at a glance using special tiles that appear across the platform’s tool windows.
  • Click an ‘O’ tile to edit or cancel an open order or a ‘P’ tile to take action on a current position.
alerts screen

Alerts

  • Help protect profits and limit losses using alerts based on real-time bullish or bearish signals.
  • Add multiple alert conditions to monitor, then choose how you want to be notified.

Know exactly where you stand in the market and analyze your performance.

balance bar screen

Customizable Balance Bar

  • View your intraday account values, cash balances, buying power, profit-and-loss data, and more.
  • The Balance Bar displays at the top of StreetSmart Edge® for easy reference.
account details screen

Account Details

  • Conveniently access balances, positions, transactions, order status, and more.
  • See realized gain/loss including estimated commissions and costs.

Modify StreetSmart Edge to suit your needs and link complementary tools to work together.

StreetSmart Edge screen

Custom Layouts

  • Create and edit multiple layouts to support tool combinations for different trading tasks.
  • Drag layout containers to a different screen when using multiple monitors.
  • Magnify layout sizes to fit more tool windows on a large display or reduce them for use on laptops or tablets.
Linked Tool Windows screen

Linked Tool Windows

  • Multiple tool sets can be linked to follow the same security for a faster, more seamless trading workflow.
  • Change the symbol in one tool window, and all linked tools update simultaneously.

System requirements for Windows® users:

Component Minimum Recommended
Operating System

Windows 8.1 or later (Touch screens and tablets not certified)

Windows 10 or later (Touch screens and tablets not certified)

CPU Intel Core i5 or higher Intel Core i7/AMD FX 8150 or faster
Memory 2 GB RAM or higher 4 GB RAM or higher
Disk Space 200 MB hard drive space 200 MB hard drive space
Graphics

512 MB Video card or higher (External USB video devices are not supported)

1 GB Video card or higher (External USB video devices are not supported)

Internet Connection / Download Speed

10+ Mbps (Wireless not recommended)

15+ Mbps (Wireless not recommended)

StreetSmart Edge in the Cloud - System requirements for Windows and Mac users:

Component Minimum Recommended
Operating System Windows 7 with Service Pack 1

Mac OS X 10.5 (32- and 64- bit) or higher
Windows 8.1 (64-bit) or later (Touch screens and tablets not certified)

Mac OS X 10.5 (32- and 64- bit) or higher
Browser Internet Explorer
Safari
Firefox
Internet Explorer
Safari
Firefox
Other You may be required to install a Citrix® application to provide the secure connection to Schwab servers.
Internet Connection (download speed) 5 Mbps (Wireless not recommended) 10+ Mbps (Wireless not recommended)

Schwab rated “Best in Class” for platforms and tools by StockBrokers.com, 2020.

Schwab rated “Best in Class” for platforms and toolsby StockBrokers.com, 2020.

Terms and Conditions

1. The standard online $0 commission does not apply to large block transactions requiring special handling, restricted stock transactions, trades placed directly on a foreign exchange, transaction-fee mutual funds, futures, or fixed income investments. Options trades will be subject to the standard $.65 per-contract fee. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). Exchange process, ADR, foreign transaction fees for trades placed on the US OTC market, and Stock Borrow fees still apply. See the Charles Schwab Pricing Guide for Individual Investors for full fee and commission schedules.

2. Ratings and reviews are powered by Bazaarvoice

Information about Clients Speak™, Ratings and Reviews by Schwab clients

Ratings and reviews are submitted by clients voluntarily and are screened for acceptance in accordance with the Publishing Guidelines prior to publication. Please see the Publishing Guidelines for details regarding which reviews are published.

The average rating scores are based on published reviews for the indicated account(s) and services and do not incorporate ratings and reviews that do not satisfy the Publishing Guidelines. Ratings and reviews are added continuously and average ratings are updated dynamically as reviews are added or removed. During the period from 1/1/2011 to 1/27/2015, 3,261 reviews were submitted, 2,591 were accepted, and 670 were not accepted for publication in accordance with the Publishing Guidelines. Sorting of reviews by "Featured Reviews" first shows reviews selected by Charles Schwab & Co., Inc. and Schwab Bank based on subjective criteria deemed relevant at the time of selection including marketing priorities.

Ratings and opinions expressed by clients are not meant to suggest future performance or the suitability of any account type, product, or service for any particular client and may not be representative of the experience of other clients. Charles Schwab & Co., Inc. and Schwab Bank cannot guarantee the accuracy of the information included in client reviews. Ratings and Reviews are powered by Bazaarvoice, a 3rd party vendor not affiliated with Charles Schwab & Co., Inc. or Schwab Bank.

If you have additional questions or concerns about Ratings & Reviews or would like to verify its authenticity, please contact a Schwab representative at either 800-435-4000, the phone number on your statement, or by email at ratingsandreviews@schwab.com.

3. Information about third-party ratings

StockBrokers.com: "2020 Online Broker Review," published January 21, 2020. Participation in the review is voluntary; a total of 15 online brokers participated in the 2020 review. The Online Broker Review assesses participating online brokers on 236 variables across eight categories: Commissions & Fees, Customer Service, Platforms & Tools, Research, Ease-of-Use, Offering of Investments, Education, Mobile Trading, and Banking. All categories, with the exception of "Banking," are factored in to the overall ranking. Star ratings are out of five possible stars and are based on a calculation that combines the variable assessment with an opinion score from 1-10 with 10 being "very good" in StockBrokers.com's  opinion. Best in Class are online brokers who have placed within the Top 5 for a category. Industry Awards are awarded based on the opinions of StockBrokers.com's research team. Read our 2020 Review. For further information on how the ratings were calculated, see StockBrokers.com's "How We Test".

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options.. Multiple-leg options strategies will involve multiple commissions. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options before considering any option transaction.

Futures trading offered and positions held through Charles Schwab Futures, Inc., a separate but affiliated company of Charles Schwab & Co., Inc. Both are subsidiaries of The Charles Schwab Corporation. Futures trading involves substantial risk and is not suitable for all investors. Please read "Risk Disclosure Statement for Futures and Options."

Schwab Trading Services™ includes access to StreetSmart® trading platforms, the Schwab Trading Community, and Schwab trading specialists (a Schwab brokerage account is required). There are no fees to use Schwab Trading Services. Other account fees, optional data fees, fund expenses, and brokerage commissions may apply. Schwab reserves the right to restrict or modify access at any time. Schwab brokerage account online applications that have the “Schwab Trading Services” box checked will automatically be enrolled. For questions, call 888-245-6864 to speak to a Schwab Trading Services representative.

Schwab rated “Best in Class” for platforms and toolsby StockBrokers.com, 2020.

Terms and Conditions

1. The standard online $0 commission does not apply to large block transactions requiring special handling, restricted stock transactions, trades placed directly on a foreign exchange, transaction-fee mutual funds, futures, or fixed income investments. Options trades will be subject to the standard $.65 per-contract fee. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). Exchange process, ADR, foreign transaction fees for trades placed on the US OTC market, and Stock Borrow fees still apply. See the Charles Schwab Pricing Guide for Individual Investors for full fee and commission schedules.

2. Ratings and reviews are powered by Bazaarvoice

Information about Clients Speak™, Ratings and Reviews by Schwab clients

Ratings and reviews are submitted by clients voluntarily and are screened for acceptance in accordance with the Publishing Guidelines prior to publication. Please see the Publishing Guidelines for details regarding which reviews are published.

The average rating scores are based on published reviews for the indicated account(s) and services and do not incorporate ratings and reviews that do not satisfy the Publishing Guidelines. Ratings and reviews are added continuously and average ratings are updated dynamically as reviews are added or removed. During the period from 1/1/2011 to 1/27/2015, 3,261 reviews were submitted, 2,591 were accepted, and 670 were not accepted for publication in accordance with the Publishing Guidelines. Sorting of reviews by "Featured Reviews" first shows reviews selected by Charles Schwab & Co., Inc. and Schwab Bank based on subjective criteria deemed relevant at the time of selection including marketing priorities.

Ratings and opinions expressed by clients are not meant to suggest future performance or the suitability of any account type, product, or service for any particular client and may not be representative of the experience of other clients. Charles Schwab & Co., Inc. and Schwab Bank cannot guarantee the accuracy of the information included in client reviews. Ratings and Reviews are powered by Bazaarvoice, a 3rd party vendor not affiliated with Charles Schwab & Co., Inc. or Schwab Bank.

If you have additional questions or concerns about Ratings & Reviews or would like to verify its authenticity, please contact a Schwab representative at either 800-435-4000, the phone number on your statement, or by email at ratingsandreviews@schwab.com.

3. Information about third-party ratings

StockBrokers.com: "2020 Online Broker Review," published January 21, 2020. Participation in the review is voluntary; a total of 15 online brokers participated in the 2020 review. The Online Broker Review assesses participating online brokers on 236 variables across eight categories: Commissions & Fees, Customer Service, Platforms & Tools, Research, Ease-of-Use, Offering of Investments, Education, Mobile Trading, and Banking. All categories, with the exception of "Banking," are factored in to the overall ranking. Star ratings are out of five possible stars and are based on a calculation that combines the variable assessment with an opinion score from 1-10 with 10 being "very good" in StockBrokers.com's  opinion. Best in Class are online brokers who have placed within the Top 5 for a category. Industry Awards are awarded based on the opinions of StockBrokers.com's research team. Read our 2020 Review. For further information on how the ratings were calculated, see StockBrokers.com's "How We Test".

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options.. Multiple-leg options strategies will involve multiple commissions. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options before considering any option transaction.

Futures trading offered and positions held through Charles Schwab Futures, Inc., a separate but affiliated company of Charles Schwab & Co., Inc. Both are subsidiaries of The Charles Schwab Corporation. Futures trading involves substantial risk and is not suitable for all investors. Please read "Risk Disclosure Statement for Futures and Options."

Schwab Trading Services™ includes access to StreetSmart® trading platforms, the Schwab Trading Community, and Schwab trading specialists (a Schwab brokerage account is required). There are no fees to use Schwab Trading Services. Other account fees, optional data fees, fund expenses, and brokerage commissions may apply. Schwab reserves the right to restrict or modify access at any time. Schwab brokerage account online applications that have the “Schwab Trading Services” box checked will automatically be enrolled. For questions, call 888-245-6864 to speak to a Schwab Trading Services representative.