Automate your wheel & options flow

Turn your saved strategy into a hands-off Schwab automation.

Use Wheel Mode outputs or any saved backtest to schedule cash-secured puts, covered calls, or confluence trades. The companion app syncs strikes, sizing, and hedges, then runs the updated 9:35 AM ET checklist for Schwab API routing.

Plan tier: basic Active automation target: SPY 200 SMA Watch

Saved automation templates

We automatically sync strategies you saved from Backtest. Select one to make it the automation target. Locked templates require an upgrade before you can push trades through Schwab.

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Schwab automation playbook

Follow the exact setup we use internally

Covers Schwab developer approval, MFA token storage, scheduling the personal app, and safety checks before and after each run. Includes troubleshooting for rate limits and account responses.

• Schwab API enrollment + OAuth client configuration
• Personal app settings: dry-run mode, trade logging, confirmation windows
• 9:35 AM ET execution checklist with emergency stop instructions

Download automation playbook

Already purchased? Check your inbox for download links. Upcoming releases will include automation guides for Fidelity and Interactive Brokers.

Automation checklist

Review these steps each time you onboard a new strategy. The playbook expands each step with screenshots and account-specific notes.

Sync your saved strategy
Pick the wheel or options strategy you want Schwab to run. We import the Backtest settings so strikes, sizing, and hedges match exactly.
Configure the personal automation app
Use the Windows companion to store Schwab credentials securely, schedule 9:35 AM ET execution, and dry-run cash-secured put orders before funding.
Run the funded checklist
The updated automation playbook covers Schwab API enrollment, wheel-specific guardrails, and the daily pre-open checklist so orders route correctly.

Need help? Email support@stratbeacon.com and we'll walk through the automation checklist with you.