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Supported Brokers

Built for Charles Schwab, and built deep

Rather than a thin connection to hundreds of brokers, QuantOS goes deep with one. It reads Schwab statements, transactions, positions, quotes and option chains through Schwab’s official API.

Charles Schwab

Including accounts that moved over from TD Ameritrade

SUPPORTED

What Syncs

  • Stock and option fills, including partial fills
  • Commissions and regulatory fees from transaction lines
  • Brokerage statements, merged with API history
  • Positions and balances

Market Data Used

  • Quotes and price history for replay
  • Option chains for greeks, GEX and expected move
  • Index, sector and cross-asset prices
  • No separate data subscription to QuantOS

Connection

  • Official Schwab OAuth sign-in
  • QuantOS never sees your password
  • Schwab asks you to re-approve every seven days
  • Trade review is read-only

More Brokers

Using a different broker?

Other brokers aren’t supported yet. Tell us which one you use at support@quantoslabs.com. Requests decide which broker comes next.