WealthWizard
A trading platform for active investors in equities and options. Several brokerage accounts, one screen, and the tools to trade fast inside limits you set.
Private access
WealthWizard is in private use today. It runs in the browser and on iPhone, against your own brokerage accounts.
Everything an active investor needs in one place
Charts
TradingView-class candlestick charts with session colouring, server-computed indicators and your positions and orders drawn on the chart. Colours and defaults set once, used on web and phone.
Execution
Buy, sell, close and flatten from the chart or the phone, fanned out across account groups, with an arm step and hold-to-confirm on the actions that cannot be undone.
Scanners and watchlists
Pre-market and intraday scanners feed named watchlists that are shared between the web dashboard and the phone.
Isolated risk
Day, swing and long-term strategies each run against their own risk budget, so one book cannot spend another's.
Brokers
Charles Schwab for live execution, including IRA accounts, through Schwab's own login. Alpaca for market data and paper trading.
Web and iPhone
The full dashboard in the browser, and an iPhone app with the same charts, watchlists and one-tap trade bar.
Honest by design
- Broker credentials are stored encrypted and never returned to the browser or the phone.
- When a data source is down, the dashboard shows the outage and its reason, never a stale or made-up number.
- Backtests and live trading share the same strategy code, so what you tested is what runs.
WealthWizard is software for placing your own trades in your own accounts. It does not manage money on its own, give investment advice or guarantee any outcome. Trading equities and options involves substantial risk of loss, and automated strategies can lose money quickly.