VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Charles Schwab vs Investment Masters Class (MastersInvest.com) comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Charles Schwab adds Brokerage, Portfolio, Watchlist, Options & Derivatives, Paper Trading, Advanced Order Types, Smart/Direct Routing, News, Alerts, Calendar, Order Book / Level II, Videos, and Screeners coverage that Investment Masters Class (MastersInvest.com) skips.

Investment Masters Class (MastersInvest.com) includes Education, and Playbooks & Case Studies categories that Charles Schwab omits.

Charles Schwab highlights: Zero-commission online trades for stocks and ETFs; options at $0.65 per contract., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs., and paperMoney® virtual accounts that let you practice trading with live market data..

Investment Masters Class (MastersInvest.com) is known for: A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists., Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders., and The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics..

Investment Masters Class (MastersInvest.com) keeps a free entry point that Charles Schwab lacks.

Charles Schwab ships a mobile app. Investment Masters Class (MastersInvest.com) is web/desktop only.

Charles Schwab logo

Charles Schwab

schwab.com

One of the largest US brokerages, combining commission-free stock and ETF trading with deep functionality through the thinkorswim® platform suite (desktop, web, and mobile). Options are priced at $0.65 per contract, with 24/5 trading on over a thousand stocks and ETFs. Investors can trade futures and forex (approval required), use paperMoney® for risk-free practice, and even buy fractional shares of S&P 500 companies starting at $5 through Stock Slices®. Schwab also provides flexible alerts, advanced order types, tax integrations, and access to research and screeners—all backed by decades of brand trust.

Platforms

Web
Mobile
Desktop

Pricing

Other

Quick highlights

  • Zero-commission online trades for stocks and ETFs; options at $0.65 per contract.
  • thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs.
  • paperMoney® virtual accounts that let you practice trading with live market data.
  • Tradable universe spans stocks, ETFs, options, futures, and forex—though futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.
  • Fractional share investing via Stock Slices®: S&P 500 companies, starting from $5.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
Investment Masters Class (MastersInvest.com) logo

Investment Masters Class (MastersInvest.com)

mastersinvest.com

A free educational resource offering tutorials, curated reading, and essays on timeless lessons from great investors. Includes a blog and newsletter sign-up. All content is informational and intended to inspire better investing habits — not financial advice.

Platforms

Web

Pricing

Free

Quick highlights

  • A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists.
  • Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders.
  • The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics.
  • Investor Letters hub linking directly to primary sources like Buffett, Li Lu, and Lindsell Train.
  • Profiles of notable investors, summarizing their philosophies, strategies, and biggest lessons.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
Overlap

Shared focus areas

2 overlaps

Mutual strengths include Blogs, and Newsletters.

Where they differ

Charles Schwab

Distinct strengths include:

  • Zero-commission online trades for stocks and ETFs; options at $0.65 per contract.
  • thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs.
  • paperMoney® virtual accounts that let you practice trading with live market data.
  • Tradable universe spans stocks, ETFs, options, futures, and forex—though futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.

Investment Masters Class (MastersInvest.com)

Distinct strengths include:

  • A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists.
  • Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders.
  • The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics.
  • Investor Letters hub linking directly to primary sources like Buffett, Li Lu, and Lindsell Train.

Feature-by-feature breakdown

AttributeCharles SchwabInvestment Masters Class (MastersInvest.com)
Categories

Which research workflows each platform targets

Shared: Blogs, Newsletters

Unique: Brokerage, Portfolio, Watchlist, Options & Derivatives, Paper Trading, Advanced Order Types, Smart/Direct Routing, News, Alerts, Calendar, Order Book / Level II, Videos, Screeners

Shared: Blogs, Newsletters

Unique: Education, Playbooks & Case Studies

Asset types

Supported asset classes and universes

Stocks, ETFs, Options, Futures, Mutual Funds, Bonds, Currencies

Other

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, Desktop

Web

Pricing

High-level pricing models

Other

Free

Key features

Core capabilities called out by each vendor

Unique

  • Zero-commission online trades for stocks and ETFs; options at $0.65 per contract.
  • thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs.
  • paperMoney® virtual accounts that let you practice trading with live market data.
  • Tradable universe spans stocks, ETFs, options, futures, and forex—though futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.
  • Fractional share investing via Stock Slices®: S&P 500 companies, starting from $5.
  • Advanced order types supported, including OCO brackets and conditional orders.

Unique

  • A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists.
  • Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders.
  • The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics.
  • Investor Letters hub linking directly to primary sources like Buffett, Li Lu, and Lindsell Train.
  • Profiles of notable investors, summarizing their philosophies, strategies, and biggest lessons.
  • Free email subscription (“ENROL”) to receive blog posts, book reviews, and thematic insights.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Charles Schwab and Investment Masters Class (MastersInvest.com) both support?

Both platforms cover Blogs, and Newsletters workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Investment Masters Class (MastersInvest.com) offers a free entry point, while Charles Schwab requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Charles Schwab ships a dedicated mobile experience, while Investment Masters Class (MastersInvest.com) focuses on web or desktop access.

What unique strengths set the two platforms apart?

Charles Schwab differentiates itself with Zero-commission online trades for stocks and ETFs; options at $0.65 per contract., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs., and paperMoney® virtual accounts that let you practice trading with live market data., whereas Investment Masters Class (MastersInvest.com) stands out for A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists., Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders., and The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics..

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.