StreetSmart Edge™ Quick References

The Quick Reference Guide identifies the more commonly used tools, features, and icons, and provides helpful tips for getting the most out of StreetSmart Edge®. For more education opportunities outside of the StreetSmart Edge® platform please review everything that the Schwab Learning Center has to offer.

Account Details Training

Account Balances and Order Status

Positions and Gain/Loss

Realized Gain/Loss and Transactions

Messages

Notes

Equity & Option Trading

Layouts and Settings

All In One Trade Tool

Trade and Probability Calculator

Option Quotes & Trade - All in One

Conditional Orders

Global Trading

Charts Training

Creating Charts

Chart Studies and Drawing Tools

Positions and Orders on Charts

Options Charting

Market Data & Research

Recognia

News and CNBC

Watch List

Momentum Tool

Idea Hub

Screener Plus

ETF Screener

Option Screener

Block Trade Indicator

High/Low

Alerts

Symbol Hub

Research

Traders Marketplace

 

Commissions, taxes, and transaction costs are not included in any of these strategy discussions, but can affect final outcome and should be considered. Please contact a tax advisor to discuss the tax implications of these strategies. Many of the strategies described herein require the use of a margin account. With long options, investors may lose 100% of funds invested. In-the-money long puts need to be closed out prior to expiration, since exercising them could create short stock positions.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Multiple leg options strategies will involve multiple commissions. Spread trading must be done in a margin account. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options."