Charles Schwab (Charley)
Fintech and startup assistants. Made by Charles Schwab. www.schwab.com
Facts only: every line links to Charles Schwab (Charley)'s own page and the date we read it, or says "Not stated". There are no reviews, ratings or verdicts here. Spot something wrong? Send a correction.
What it can do
| Functionality | Stated | Note and source |
|---|---|---|
| Live quotes | Partial. Quotes and market information; fetch time not stated. Read 2 Nov 2026; sources on the product page Partial | Quotes and market information; fetch time not stated. Source, read 2 Nov 2026 |
| Company filings | Not stated Not stated | |
| Cited sources | Not stated Not stated | |
| Earnings calls | Not stated Not stated | |
| Your portfolio | Yes. Balances, recent transactions, positions, statements and tax documents. Read 2 Nov 2026; sources on the product page Yes | Balances, recent transactions, positions, statements and tax documents. Source, read 2 Nov 2026 |
| Trade execution | Partial. Guidance on trading tasks; placing trades through Charley not stated. Read 2 Nov 2026; sources on the product page Partial | Guidance on trading tasks; placing trades through Charley not stated. Source, read 2 Nov 2026 |
| Scheduled tasks | Not stated Not stated | |
| Price alerts | Yes. Can set or manage alerts in the app. Read 2 Nov 2026; sources on the product page Yes | Can set or manage alerts in the app. Source, read 2 Nov 2026 |
| Markets covered | Not stated Not stated | |
| Document upload | Not stated Not stated | |
| Mobile app | Yes. Available in the Schwab Mobile App and on Schwab.com. Read 2 Nov 2026; sources on the product page Yes | Available in the Schwab Mobile App and on Schwab.com. Source, read 2 Nov 2026 |
| API or agent access | Not stated Not stated |
Pricing
As shown on Charles Schwab (Charley)'s own pages on the date given. Prices change; the currency is the one the page showed. Per month is the stated monthly price, or a twelfth of a yearly price; ≈ USD, converted at ECB rates of 2026-11-02 (source).
| Free tier | Not stated |
|---|---|
| Entry plan | Not stated |
| Top plan | Not stated |
| Trial | Not stated |
| Regions | Eligible U.S. retail clients, phased rollout beginning October 2026 Source, read 2 Nov 2026 |
Product-track scores
No product-track scores for Charles Schwab (Charley) yet. Scores appear here only when a benchmark run of the product itself is published, one benchmark at a time and never combined.