Ben Chuanlong Du's Blog

It is never too late to learn.

Tips on the Wealthfront Brokerage

Things on this page are fragmentary and immature notes/thoughts of the author. Please read with your own judgement!

WealthFront is good for long-term investment. The stock account is not flexible. It allow you to specify amount of money to investment in certain stocks only. However, it does not allow …

Tips on Charles Schwab Trader API

Things on this page are fragmentary and immature notes/thoughts of the author. Please read with your own judgement!

Charles Schwab Developer Portal

Charles Schwab is developing Trader APIs (for both commercial and individual). The scheduled release date is For more questions, you can contact the Trader Services team at …

Tips on Fidelity

Things on this page are fragmentary and immature notes/thoughts of the author. Please read with your own judgement!

  1. Fidelity is a good choice for managing retirement accounts.

Cash Sweep Program

  1. Fidelity has cash sweep programs, which is supported by the concept of "core position". Core position is the default …

Tips on Brokerage

Things on this page are fragmentary and immature notes/thoughts of the author. Please read with your own judgement!

Brief Summary of Brokerages

  1. Charles Schwab is a great choice for individual brokerage account without the need of algorithmic trading.

  2. Fedelity is a good brokerage for retirement (401K, IRA, etc) accounts …