CSP Dashboard connects directly to your Charles Schwab brokerage account, bringing your live positions, account balances, and market data into one beautifully designed command center — so you always know exactly where you stand and what to do next.
Real-time positions, cash balances, and buying power pulled directly from your Charles Schwab account via secure OAuth 2.0 connection. No manual entry, no spreadsheets.
Log and monitor every cash-secured put across tickers, strikes, expiration dates, and collected premium. See days to expiration and assignment risk at a glance.
Track the complete wheel from cash-secured put through assignment and into covered calls. Identify roll opportunities and manage your cycle end-to-end in one view.
Visualize collected premium over time with monthly breakdowns, annualized yield calculations, and realized vs. unrealized P&L — the numbers that actually matter to income traders.
Current quotes, implied volatility, and bid/ask spreads for your watched tickers — pulled in real time via the Schwab API so you're always working with accurate data.
A responsive design that works on any screen. Check your positions and income metrics from your phone without logging into your brokerage every time.
CSP Dashboard uses the Charles Schwab Trader API — Schwab's official developer platform — to retrieve your account data in real time. Authentication is handled through OAuth 2.0, the same industry-standard protocol used by all major financial applications.
Your brokerage credentials are never seen or stored by our application. You authenticate directly with Schwab, and we receive only a limited-scope access token tied to your session.
By default, CSP Dashboard requests read-only access to your account data. No orders are placed, no funds moved, and no account settings changed without explicit action on your part.
CSP Dashboard is currently in development. Join the waitlist and we'll notify you the moment beta access opens for Charles Schwab account holders. No spam — just one email when it's ready.
Your information is used solely to notify you about CSP Dashboard. We don't sell or share your data.