Introduction to Schwab Advisor StreetSmart Edge® 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.

The tools in Schwab Advisor StreetSmart Edge will allow you to:

  • Find investment opportunities—The integrated tools can be customized to your needs, helping you generate ideas and identify opportunities is fast and easy. 
  • Research and analyze opportunities—Make faster, more informed decisions using enhanced research and stock analysis features that provide ways to make faster more informed decisions. 
  • Place trades—Submit any order, from simple to complex and then monitor your orders and make changes quickly. 
  • Manage risks—Automate your exit strategy with advanced conditional orders including brackets, or set alerts based on real-time bullish and bearish technical signals. 
  • Manage accounts—Stay in control by analyzing your profit potential and managing market exposure, with powerful account and order control tools. 
  • Customize the platform—Tailor the application by adding or modifying tool features to fit your evolving needs.

Accessing the tools
You can easily access Schwab Advisor StreetSmart Edge tools from an existing layout or from the Launch Tools menu.

Tool descriptions
The Launch Tools menu separates tools into four main categories. Each category provides tools that are relevant to that function. Click or hover over the category names to see a list to tools and their descriptions.

  • Account Monitoring & Trading
  • Find Opportunities
  • Research & Analyze
  • Trader's Marketplace Tooltip

Tool menus
There are two different ways to access tool settings and menu options.

  • Actions drop-down—This menu provides a list of functions you can easily perform in the tool.
  • Right-click menu—This option allows you to right-click on the screen, on specific tab, or on an item and brings up list of tasks available for the are in which you've clicked.

How do tools and layouts interact with each other?
Layouts are different views you can create to help organize your work space. Each layout is comprised of a group of tools that help you perform common tasks. For example, you can create a Research layout that consist of all of your research tools and create a Trading layout with all of your trading tools and flip between the two.

How many tools can I have open at one time?
Each tool in Schwab Advisor StreetSmart Edge can be opened a limited number of instances. See Help with setting up layouts for tool limits.

Where can I find steps to use and customize my tools?
See the Related Content section below for How to and Help Guide articles.

Introduction to Schwab Advisor StreetSmart Edge®
Introduction to the Schwab Advisor StreetSmart Edge® Chart tool
How to customize a Schwab Advisor StreetSmart Edge® tool display
How to use Schwab Advisor StreetSmart Edge® tool tabs

Help Guides
Help with Account Monitoring & Trading tools
Help with Finding Opportunities tools
Help with Research & Analysis tools
Help with the Chart tool
Help with Trader's Marketplace tools