Schwab PCRA · Roth IRA · Cash Trading Accounts

Already have a trading-enabled Schwab account?
Get AI-powered insights, alerts, and tracking on your trades!

Works with any Schwab account that has trading enabled — PCRA, Roth IRA, or a cash trading account. Trade stocks and ETFs in buckets and flip entire positions with a single click. Have a standard 401k? Convert it to a PCRA through Schwab to unlock self-directed trading and put Stonk Rocket to work.

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Stonk Rocket portfolio view
PCRA, Roth IRA & Cash Ready
AI Trading Insights
Real-time Market Data
Bank-Grade Security
Live Position Tracking
Features

Deep insight into your trading activity

Stonk Rocket gives you long-term AI-powered insight into your trading activity, gains, and losses — across any trading-enabled Schwab account.

Account Setup & PCRA Conversion

Already have a Schwab Roth IRA or cash trading account? Connect and go. Have a standard 401k? Request a PCRA conversion through Schwab to unlock self-directed trading.

Build your Buckets

Build groupings of stocks in sectors you define. Define lists for Alternative Energy, Technology, AI, Space, etc.

Live AI Portfolio Tracking

Track your buckets whether in or out of the market. Gain long-term insight into your activity, gains, and losses — and let AI surface patterns in your own trading behavior. Trade history is always preserved, so your insights only get sharper over time.

Price History & Charts

Live charts and daily gain/loss data shown simply and directly via our Makrket Data charts.

Smart Risk Analysis

Get AI-sourced context from the open market alongside long-term insight into your own trading patterns — gains, losses, and the decisions behind them.

Secure Authentication

Utilize secure Schwab OAuth to access your Schwab account(s).

How It Works

Up and tracking moves in three steps

Create your account, build your buckets, and start gaining long-term insight into your trading activity, gains, and losses.

1

Connect Your Schwab Account

Log in with your Schwab credentials. Works with any trading-enabled account — PCRA, Roth IRA, or cash. Have a standard 401k? Schwab can convert it to a PCRA.

2

Configure Your Buckets

Create lists of stocks in different sectors and of different types to manage in groups with a single click - buy/sell.

3

Trade with Confidence

Gain feedback on your own portfolio and decisison across trades. Determine whether your trading behaviors are wins or mistakes.

Get Started Today

Ready for real insight into
your trading activity?

Connect any trading-enabled Schwab account — PCRA, Roth IRA, or cash — and start building long-term insight into your gains, losses, and trading behavior. Have a standard 401k? Convert it to a PCRA through Schwab to get started.

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