Quant.Infra.Net.Pro.Web.CharleSchwabIntegration

This release focuses on reliability, safety, compliance messaging, and user-visible product polish for the Charles Schwab local trading gateway.

Highlights

• Restored the global bottom-right version badge.

  • The badge now links to the in-app version history page.
  • The current version is read from the application assembly instead of being hard-coded.

• Updated the in-app version history.

  • Added recent release entries for v1.4.6, v1.4.7, and v1.4.8.
  • The version history page now reflects the real current application version.

• Added Schwab-aligned compliance wording.

  • Clarified that the product is intended for Schwab Individual Developers using their own Schwab brokerage account and their own approved Schwab Trader API credentials.
  • Added self-directed trading, non-advisory, and user-responsibility language across onboarding, settings, EULA, README, and license text.
  • Added a US financial compliance checklist for product, support, marketing, and documentation boundaries.

• Strengthened auto-execution safeguards.

  • Auto execution now requires an explicit risk acknowledgement.
  • External positions are treated as manual instructions and are not submitted automatically through Schwab.
  • Rebalance messaging now better separates Schwab auto actions from external manual actions.

• Improved test compatibility and build health.

  • Updated license telemetry tests to match the current LicenseTelemetryService constructor.
  • Full solution tests now pass: 50 tests passed, 0 failed.

Notes

This release does not provide investment advice, legal advice, tax advice, financial planning, brokerage, custody, fiduciary, or discretionary asset-management services. All trading strategies, symbols, allocations, thresholds, and execution choices remain user-configured and self-directed.

Validation

• dotnet build passed.
• dotnet test src\Quant.Infra.Net.Pro\Quant.Infra.Net.Pro.sln --no-restore passed.
• Test result: 50 passed, 0 failed.