Charles Schwab is a major US brokerage and financial services company. Offers commission-free trading, retirement accounts, ETFs, and comprehensive research tools.
Gallio helps long-term investors stay on track. Add your holdings, set profit or value goals, and document your investment thesis. Gallio monitors the markets daily and alerts you when your goals are reached.
No API connections, no data sharing. Just a few calm entries.
Schwab manages your accounts. Gallio manages your investment goals. Add your long-term positions and let Gallio watch the markets for you, alerting you only when your targets are within reach.
Check your Schwab portfolio for your holdings and average costs. Add each position to Gallio, set your personal targets, and step back. Gallio will notify you when it matters.
Because Gallio uses manual entry instead of broker connections, your financial data is never shared with third parties. No API keys, no OAuth tokens, no intermediaries. You stay in full control of what you share and what you don't. It also means our approach works with every broker.
Try Gallio for free