Private trading workbench · macOS

The whole desk.
On your machine.

Charts, options, flow, screening, backtesting and paper trading in one local workstation. Your data stays on your Mac.

Built on the data you already have — Schwab · Koyfin · Unusual Whales

Illustrative workspace. Market data shown for demonstration.

OwnView · 127.0.0.1 Local
OwnView workstation: chart, watchlist, options flow, fundamentals and alerts
Local-only workstation
30Studies built in
16Charts in one grid
503S&P symbols scanned
4Specialist AI agents

One desk, not five tabs

Everything you need to find, test and track a trade.

The chart, the option chain, the flow tape, the screener, the backtest and the journal share one context. No copy-paste between subscriptions.

Charts that keep up

30 studies, a 16-chart grid with per-cell timeframes, 13 intervals, multiple watchlists and saved layouts. Candles, Heikin Ashi, compare, drawings, replay and TradingView-style shortcuts.

30 studies · 23 clean-room proxies

The options desk

Chain, Greeks, IV rank, term structure, 25Δ skew and the ATM expected move — in the same workspace as the chart.

6 expiries · 12 strikes each side

Screen the market

Multi-factor filters with AND/OR logic, six operators, 16 fundamentals and saved screens. Scan your lists or the S&P 500 in one click.

503-symbol quote scan · CSV

Backtest before risk

Pine v5 strategies through PineTS, with commissions, slippage, pyramiding, walk-forward folds and a trade-by-trade CSV.

PineTS 0.13.1 · walk-forward

Paper, then prove it

Limit and stop orders, attached take-profit and stop-loss, fills from quotes and 1-minute bars, and a journal that turns results into R-multiples. Import Schwab positions from CSV when you want to mark the real book.

Paper only · no real orders

Alerts that survive the tab

Price, percent, volume, RSI and SMA conditions, plus study-line, trendline and flow-premium signals. The service checks every 20 seconds and sends a Mac notification or webhook.

20s service check · macOS + webhook

Flow you already pay for

Dark pool prints, market tide and per-symbol insider trades through your own Unusual Whales session, plus flow-premium alert rules.

Dark pool · tide · insiders

Research in context

Next earnings, analyst consensus, headlines, the economic calendar, seasonality, dividends and the front-expiry expected move for the symbol on screen.

Earnings · analyst · seasonality

AI that asks first

Four agents for the chart, screener, journal and Pine. Context chips show what leaves the Mac; every proposed action waits for Apply.

Claude CLI · local Ollama · 4 agents
Local by design

Keys and history live in ~/.ownview. The app listens on 127.0.0.1. No hosted account, no telemetry.

See how it runs →

Options workspace

The options desk, next to the chart.

Read the chain without leaving the setup you are already watching. The summary, the Greeks and the flow tape sit beside the candles, so the trade idea and the risk live in one view.

  • Nearest six expiries plus the nearest expiry at or beyond 21 and 45 DTE.
  • Twelve strikes each side, with Schwab Greeks and quotes.
  • ATM IV front and back, term structure, 25Δ skew, put/call ratio.
  • ATM-straddle expected move and 1σ range in dollars and percent.
  • Daily front-ATM IV history for IV rank and percentile.
  • Flow-premium alerts from your own Unusual Whales session.

Schwab chains and Greeks · your Unusual Whales flow

Options · SPYLocal
OwnView options flow panel with IV, skew, put/call and flow rows
Screener 2.0 · SPYLocal
OwnView screener with momentum and volatility columns over a chart

Screener 2.0

Find the names that fit your setup.

Stack day, week and month change, relative strength versus SPY, distance from the 52-week high, ATR%, RSI, volume ratio and gap. Then add the fundamentals.

  • AND/OR filters with six operators: at least, at most, above, below, equals, not equal.
  • 16 Koyfin fundamentals, including margins, growth, ROE, dividend yield, EV/Sales and PEG.
  • Presets for momentum leaders, near 52-week high, oversold and high volatility.
  • Save named screens, toggle columns and export the current rows to CSV.
  • Scan the active watchlist, saved lists or the 503-symbol S&P 500 universe.
Momentum leadersNear 52-week highOversoldHigh volatility

Quote scan, not a whole-market indicator scan · Schwab + Koyfin

Backtest + paper

Test it before you risk it.

Write a Pine v5 strategy, run it over the chart you are looking at, then forward-test the idea with paper orders. Same symbol, same bars, same costs.

  • Capital, commission, slippage, pyramiding, long/short margin and backtest interval.
  • Walk-forward folds with net and profit factor per fold.
  • Trade list with entry and exit times, side, prices, P&L and commission; export to CSV.
  • Paper limit and stop orders, attached TP/SL, and fills from quotes and 1-minute bars.
  • Journal entries with chart snapshots, risk, P&L, R-multiples and win rate.

PineTS 0.13.1 · paper only · no broker routing

Strategy Screener · SPYLocal
OwnView strategy screener with equity curve, drawdown and trade list

It runs when the tab is closed.

The data service checks open alerts every 20 seconds. Price, percent change, volume, RSI, SMA, a study-line crossing, a trendline touch or a flow premium — then a macOS notification and an optional webhook.

OwnView alertSPY · price above 735.00

Four specialists. One Apply button.

General reads the chart. Screener turns plain English into filters. Journal reviews the paper ledger. Pine drafts a strategy for Backtest. Nothing runs until you approve it.

Screen the S&P for oversold names with rising volume.

12 matches. Draft screen is ready.

Apply screenrequires your click

Local by design

Your edge stays on your machine.

OwnView is not a hosted dashboard. It runs on your Mac, keeps its cache on disk and talks only to the data services you configure.

  • 127.0.0.1 only. No hosted account and no public URL.
  • Keys stay local. ~/.ownview holds your Schwab, Unusual Whales and optional AI credentials at mode 600.
  • History grows. Every full bar load is merged into the local cache, past the provider window.
  • Provenance receipts. Full bar loads are hashed and receipted, so a backtest can be re-derived from the archived bytes.
  • Native on macOS. A launcher opens OwnView as an app, with a menu-bar quote strip for the active watchlist.
  • One-click re-auth. The service owns the Schwab refresh token and picks up a new login without a restart.
  • AI is opt-in. Context chips show what leaves the Mac; use Claude CLI, or a local Ollama model when you want the context to stay on the machine.
  • No real orders. OwnView never routes an order to a broker.

Data providers' terms apply. OwnView is not affiliated with or endorsed by them.

ownview — ~/.ownviewLocal
~/.ownview $ ls
schwab-app.json     mode 600
schwab-token.json   mode 600
uw.json             mode 600
cache/              bars · packets · receipts
logs/               service · launcher

~/.ownview $ lsof -i :8080
node  127.0.0.1:8080  (LISTEN)

~/.ownview $ echo $BROKER
none — paper only
No cloud account required

Access

Run it on your desk.

OwnView is a private build. Access is set up personally so the data connections are right from the first session. Pricing is quoted after a short setup call.

Self-hosted

OwnView Private

The full workstation on your Mac. Bring your own Schwab, Koyfin and Unusual Whales access. Native macOS app and local cache.

  • 30 studies, 16-chart grid, options, screener, backtest
  • Paper trading, journal and service-side alerts
  • AI copilot with Claude CLI or local Ollama
  • One-time setup call
Request Private access
Done with you

OwnView Setup

We install the services, connect your data accounts, import your watchlists and run the live gates with you. You keep the local build.

  • Service and launcher install on your Mac
  • Schwab, Koyfin and Unusual Whales connections
  • Watchlist and saved-screen import
  • Live data and rendered checks before handoff
Book a setup call

OwnView does not place real orders and is not investment advice. Market data is provided by the accounts you connect; their terms apply. OwnView is not affiliated with or endorsed by Schwab, Koyfin or Unusual Whales.