How often do I need to re-authenticate my Schwab account?

The refresh token used for authentication is valid for 7 days, after which you'll need to re-run the authentication process to generate new tokens.

Which AI platform does this tool integrate with?

It integrates with Claude Desktop, appearing as an MCP server that grants Claude access to Schwab Trader API functionalities.

What key features does it offer for trading?

It provides real-time account balances, stock quotes, detailed options chains, and allows placing and managing various trade orders, including covered calls and cash-secured puts.

How does the tool ensure trading safety?

All trade execution commands default to a `dry_run` mode, allowing you to preview orders and their impact without actual submission until explicitly confirmed.

Schwab

Name: Schwab
Author: tomasgesino

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Integrates Claude with the Schwab Trader API for AI-powered management of brokerage accounts and trading activities.

The Schwab tool serves as an MCP server, bridging your Claude AI assistant directly to your Charles Schwab brokerage account via the Schwab Trader API. It's engineered to facilitate advanced financial operations, specifically supporting wheel strategy management, comprehensive options analysis, and real-time portfolio monitoring. Users can leverage Claude to retrieve account balances, position details, real-time quotes, and options chains, as well as to preview and execute various trade orders, including selling covered calls and cash-secured puts, all with a critical default 'dry_run' safety feature.

주요 기능

01Access real-time account balances, buying power, and position summaries.

02Retrieve real-time stock quotes and historical OHLCV price data.

03Query detailed options chains with greeks, open interest, and premiums.

04Place and manage various trade orders, including covered calls and cash-secured puts.

05Secure order execution with a default dry-run mode for trade previews.

060 GitHub stars

사용 사례

01Automating and optimizing wheel strategy management through AI prompts.

02Performing quick options analysis and identifying potential trades.

03Monitoring brokerage accounts, positions, and open orders in real-time.