Personal Finance and Investing

cliffside

(1,447 posts) Mon Sep 29, 2025, 09:19 PM Sep 29

Any thoughts on Schwab vs Fidelity charting and or ease of execution? I know advisors are hit or miss ...

had an advisor at JPM who believed in charts, he moved to Merrill, should have followed him, but that was years ago. Schwab and Fidelity are more local. Not looking to trade often at all, but someone who believes in technical analysis and does not want me to invest in their private funds with no visibility ... thanks!

5 replies

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Any thoughts on Schwab vs Fidelity charting and or ease of execution? I know advisors are hit or miss ... (Original Post) cliffside Sep 29 OP

Limited experience with Fidelity but love the ThinkOrSwim platform that Schwab picked up with TD merger. CincyDem Sep 29 #1

Really appreciate the reply ... cliffside Sep 29 #2

I'm not a fan of advisors who are attached to brokerages GreatGazoo Sep 29 #3

This message was self-deleted by its author GreatGazoo Sep 29 #4

That is mostly what I've done in the past few years .... cliffside Sep 30 #5

CincyDem

(7,272 posts)

1. Limited experience with Fidelity but love the ThinkOrSwim platform that Schwab picked up with TD merger.

Reply to cliffside (Original post)

Mon Sep 29, 2025, 09:25 PM

Sep 29

Pretty much does anything I've ever through at it.

I don't think either will do complex charting like market profile or volume profiles but ToS has a pretty deep library of studies and if you're a real work, the ThinkScript coding is pretty nice once you learn it.

Have fun.

cliffside

(1,447 posts)

2. Really appreciate the reply ...

Reply to CincyDem (Reply #1)

Mon Sep 29, 2025, 11:11 PM

Sep 29

just curious more about the basics, not looking to program my own indicators or trade on a regular basis. I have both tradingview and stockcharts, although I do not trade very much. I do find the market movements interesting and do believe in the accumulation/distribution patterns. Stockcharts has the McClellan charts which are interesting, but I look at tradingview more often.

Thanks again for the reply!

GreatGazoo

(4,228 posts)

3. I'm not a fan of advisors who are attached to brokerages

Reply to cliffside (Original post)

Mon Sep 29, 2025, 11:22 PM

Sep 29

Hard to beat just buying dips in the QQQ and then using stop loss. SPY and QQQ beat most managed funds and advisors, especially over multi-year periods. And they are backstopped by the Fed as we saw in March 2020.

Response to GreatGazoo (Reply #3)

GreatGazoo This message was self-deleted by its author.

cliffside

(1,447 posts)

5. That is mostly what I've done in the past few years ....

Reply to GreatGazoo (Reply #3)

Tue Sep 30, 2025, 12:20 AM

Sep 30

moved into real estate during the financial crisis. Now divesting from rental investments and approaching the RMD so wanted an extra eye with tax implications. That being said, if an advisor steers me to their private investments, which I cannot chart, and tells me they do not believe in TA, I run away. Should look up the guy who went to Merrill. I'm not great about stop loss orders, thinking one knows what they should do, buying or selling, and executing the trade are separate issues. 2009 low was 666 and here we closed at 6661

Appreciate the reply!

The market went nowhere for many years in the 30's, late 60's/early 70's, and 2000+ It all depends on when one needs to take money out of the market for retirement, if they are lucky enough to have a retirement account.

https://www.tradingview.com/x/Lg9OI6Xf/

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