Schwab Advisor StreetSmart Edge™

This page will provide you with helpful information about Schwab Advisor StreetSmart Edge®. Jump to different sections and click on a link to view a specific article. 

Getting Started 

Getting Started

Introduction to Schwab Advisor StreetSmart Edge®
Schwab Advisor StreetSmart Edge offers an easily configurable market information and trading environment that can be adapted to your needs.

How to access Schwab Advisor StreetSmart Edge® layouts and configuration
Get started in Schwab Advisor StreetSmart Edge by setting up and configuring the application to meet your individual needs and preferences.


Related articles
Help with configuring the application
Help with setting up layouts

Tools 

Tools

Introduction to Schwab Advisor StreetSmart Edge® tools
Schwab Advisor StreetSmart Edge offers a variety of tools that are customizable to meet your market information and trading needs. These tools can help you find investment opportunities, research and analyze opportunities, place trades, and much more.

Introduction to symbols in Schwab Advisor StreetSmart Edge®
Schwab Advisor StreetSmart Edge is a symbol-driven application that allows you to research and analyze a security's symbol. Many of the tools offer information related to one main symbol and the makes it easy to input and find symbol data.

Introduction to the Schwab Advisor StreetSmart Edge® Chart tool
The Schwab Advisor StreetSmart Edge Chart tool makes it easy to see graphical representations of a security’s performance, including a number of features that help you customize the experience. Use this tool to view large amounts of data, identify potential trade opportunities, and analyze price and volume movements in real time.

How to customize a Schwab Advisor StreetSmart Edge® tool display
You can customize the look and function of Schwab Advisor StreetSmart Edge using a variety of tools. A number of other tools are available, as well, ranging from the All-In-One Trade Tool for your quoting and trading needs to Charts for technical analysis.

How to get started with Schwab Advisor StreetSmart Edge® charts
Schwab Advisor StreetSmart Edge, makes it easy to create, open, and save charts to and from the application or your computer using the Chart tool.. This highly-configurable tool allows you to identify potential trade opportunities and supports multiple charting of the same security for real-time analysis.

How to use Schwab Advisor StreetSmart Edge® tool tabs
Most tools in Schwab Advisor StreetSmart Edge use a tabbed interface where you can customize the content of each tab. Use this article to learn how to use the tabs within your tools.

Introduction to the Schwab Advisor StreetSmart Edge® Account Details tool
The Account Details tool within Schwab Advisor StreetSmart Edge enables you to view important information about your clients' accounts. The tool provides details about orders, alerts, balances, positions, and transactions.

How to get started with the Schwab Advisor StreetSmart Edge™ Account Details tool
You can customize the Account Details tool in Schwab Advisor StreetSmart Edge by rearranging the order in which the tabs appear, and choosing the font and color settings.

Related articles
Help with Account Monitoring & Trading tools
Help with Find Opportunities tools
Help with Research & Analyze tools
Help with Trader's Marketplace tools

Trading 

Trading

Introduction to Schwab Advisor StreetSmart Edge® Trading
Schwab Advisor StreetSmart Edge offers an easily configurable market information and trading environment that can be adapted to your needs.

Related articles
Help with Equity Trading
Help with Options Trading