Supported BotSpot broker connection

Use BotSpot with Charles Schwab

Connect Charles Schwab to the BotSpot AI trading workspace for conversational research, supported user-approved trading actions, and complete automated strategy workflows across Stocks and Options.

BotSpot capabilities

Research by conversation

Ask the agent to investigate markets, companies, filings, strategies, and your connected account context.

Place approved direct trades

When direct trading is enabled, request a one-time trade in plain English, inspect the order, and approve it before submission.

Build complete algorithms

Create, revise, backtest, connect, and operate Lumibot strategies without assembling the full application stack yourself.

Use the AI client you prefer

Work in BotSpot or connect through ChatGPT, Claude, Cursor, Codex, and other compatible MCP clients.

What BotSpot adds to Charles Schwab

Charles Schwab supplies the connected account and eligible order execution. BotSpot adds the conversational agent, research workflow, explicit trade approvals, strategy code, backtests, revisions, and operations layer.

  • Research an idea before choosing whether to trade it directly or automate it.
  • Prepare a one-time order for review and approval when the connected account, asset, and BotSpot action support it.
  • Build, revise, backtest, and operate a complete Lumibot algorithm.
  • Use BotSpot directly or work through compatible clients such as ChatGPT, Claude, Cursor, and Codex.

Charles Schwab connection details

Current BotSpot connection data lists Stocks and Options with live trading. Available connection methods are OAuth.

Broker products, permissions, market data, fees, regional eligibility, and order support can change. Confirm current requirements with the broker before connecting or trading.

Trading safety

A broker connection does not authorize BotSpot to trade without your controls. One-time high-risk actions require explicit review and approval. Automated strategies require separate deployment decisions and remain exposed to market and execution risk.

Frequently asked questions

Can BotSpot connect to Charles Schwab?

Yes. Charles Schwab is listed in the current BotSpot public broker connection source. Current BotSpot modes are live trading.

What can the BotSpot agent do with Charles Schwab?

The agent can research, help prepare one-time trading actions for explicit approval when direct trading is enabled, and build or operate strategy workflows. Exact capabilities depend on the connected account, asset, broker permissions, and current BotSpot tool support.

Sources

Sources verified 2026-08-17.