Trouble-exiting-options-positions-in-Schwab

Hey all,
Trying to automate options trading for capital efficiency, but encountering a few problems...
Code I used will be below. I turned off entry criteria for timing, so that I could just try to see if I could enter. I'm primarily using Schwab for streaming data (I didn't try IB yet, or a combination of IB stream with Schwab historical). Was testing on NVDA, since it's a highly liquid underlying and options ticker.
1) Couldn't execute trades on a WL paper account - resulted in error, I believe because Schwab as data provider couldn't provide a live price to the option, so no orders were executed. (Broker message - Could not obtain quote for NVDA 260116C00189000)
2) So I switched to taking the plunge and trading on a live account (didn't feel like turning on the IBKR paper account). Learned at 3:59pm trying to troubleshoot this that for some reason, through this API, they don't accept all orders trying to pinch pennies (ie $7.525 was not allowable). (Broker message - Held until 4:15 PM (local). Option order price rounded to nearest 0.05 (not a penny pilot). Schwab Order Status = REJECTED)
3) Then after changing my limit order and filtering to the nearest $0.05, was able to get filled on buying options. And buying more options. And more. The system didn't recognize that it had options in the account that I now want to sell/exit. While that outcome could be handy in certain situations (price improvement and averaging down if certain signals hit, like a Turtle Trader strategy), that was not the intention here, and that behavior could be coded if desired.
4) I tried turning on "Use Live Positions" (Preferences -> Trading -> Portfolio Sync), and tried testing after hours as a manual "run now, auto-stage" (had to leave the computer for the rest of the day), and now the system wants to sell my NVDA long stock, and still can't find any of my many options positions (both manually placed and WL-placed).

Am I missing something blatantly obvious as I'm working late into the night?

Thanks for any help.

CODE:

using WealthLab.Backtest;
using System;
using WealthLab.Core;
using WealthLab.Data;
using WealthLab.Indicators;
using System.Collections.Generic;
using System.Linq;
using WealthLab.Schwab;
using WealthLab.InteractiveBrokers; // Added for flexibility

namespace WealthScript9 
{
   public class SchwabPutStrategy30PctProfit2 : UserStrategyBase
   {
      private BarHistory _obars;
      private double _profitTargetPct = 0.30; // 30% Profit Target
      private double _targetDelta = -0.40;    // Target Delta for Puts

      public override void Initialize(BarHistory bars)
      {
         PlotTimeSeries(bars.Close, "Price", "PricePane", WLColor.Black);
      }

      public override void Execute(BarHistory bars, int idx)
      {
         var allPositions = GetPositionsAllSymbols();
         bool hasOpenPos = false;

         foreach (Position pos in allPositions)
         {
            // Check if this position is an option for the current symbol (e.g. starts with "SPY")
            // and is currently Open.
            if (pos.IsOpen && (pos.Symbol == bars.Symbol || pos.Symbol.StartsWith(bars.Symbol)))
            {
               hasOpenPos = true;

               if (pos.PositionType == PositionType.Long)
               {
                  // Calculate 30% Profit Target
                  double profitPrice = pos.EntryPrice * (1.0 + _profitTargetPct);

                  // Round the sell price to nearest 0.05 to ensure valid tick
                  profitPrice = Math.Round(profitPrice / 0.05) * 0.05;

                  ClosePosition(pos, OrderType.Limit, profitPrice, $"Exit @ {profitPrice:F2} (+30%)");
               }
            }
         }

         if (hasOpenPos)
            return;

         if (idx != bars.Count - 1)
            return;

         DateTime today = bars.DateTimes[idx];
         double uPrc = bars.Close[idx];

         // --- Expiry Search Window (36 to 44 days) ---
         List<OptionGreek> chain = null;
         DateTime selectedExpiry = DateTime.MinValue;

         // Loop through days 36 to 44 to find the first valid expiration with data
         for (int daysOut = 36; daysOut <= 44; daysOut++)
         {
            DateTime potentialExpiry = today.AddDays(daysOut);
            // Option A: Schwab Data
            chain = SchwabHistorical.Instance.GetOptionChainSnapshot(bars.Symbol, potentialExpiry, OptionType.Put, uPrc * 0.8, uPrc * 1.2);

            // Option B: IBKR Data (Use this if Schwab data is failing in paper trading)
            // chain = IBHistorical.Instance.GetOptionChainSnapshot(bars.Symbol, potentialExpiry, OptionType.Put, uPrc * 0.8, uPrc * 1.2);

            if (chain != null && chain.Count > 0)
            {
               selectedExpiry = potentialExpiry;
               WriteToDebugLog($"Found valid expiry at {daysOut} days out: {selectedExpiry:yyyy-MM-dd}");
               break; // Stop looking, we found one
            }
         }

         if (chain != null && chain.Count > 0)
         {
            // Find Put closest to -0.40 Delta
            OptionGreek bestOption = chain
               .OrderBy(o => Math.Abs(o.Delta - _targetDelta))
               .FirstOrDefault();

            if (bestOption != null)
            {
               // Calculate Midpoint
               double midPrice = (bestOption.Bid + bestOption.Ask) / 2.0;

               // Round DOWN to nearest $0.05
               // Example: 7.525 -> 7.50
               double limitPrice = Math.Floor(midPrice / 0.05) * 0.05;

               WriteToDebugLog($"Selected: {bestOption.Symbol} | Delta: {bestOption.Delta:F2} | Mid: {midPrice:F3} | Limit: {limitPrice:F2}");

               // Create Synthetic History
               _obars = OptionSynthetic.GetHistory(bars, bestOption.Symbol, bestOption.IV);
               _obars.Symbol = bestOption.Symbol;

               // Place Trade
               Transaction t = PlaceTrade(_obars, TransactionType.Buy, OrderType.Limit, limitPrice, "Buy Put Limit");
               t.Quantity = 1;

               // Send Email Notification
               string subject = $"Trade Alert: Buy {bestOption.Symbol}";
               string body = $"Placed Buy Limit for {bestOption.Symbol} at {limitPrice:C2}.\n" +
                          $"Underlying: {bars.Symbol} @ {uPrc:C2}\n" +
                          $"Delta: {bestOption.Delta:F2}\n" +
                          $"Expiry: {selectedExpiry:yyyy-MM-dd}\n" +
                          $"Target Sell Price: {(limitPrice * (1.0 + _profitTargetPct)):C2}";

               try
               {
                  /* Fix this later
                  SendEmail(_emailAddress, subject, body);
                  WriteToDebugLog($"Email sent to {_emailAddress}");
                  */
               }
               catch (Exception ex)
               {
                  WriteToDebugLog($"Failed to send email: {ex.Message}");
               }
            }
            else
            {
               WriteToDebugLog("No option found matching Delta -0.40 criteria.");
            }
         }
         else
         {
            WriteToDebugLog("No option chain found in the 36-44 day window.");
         }
      }
   }
}

And here's a purely sell program, which also can't find my options positions:

CODE:

using WealthLab.Backtest;
using System;
using WealthLab.Core;
using WealthLab.Data;
using WealthLab.Indicators;
using System.Collections.Generic;
using System.Linq;
using WealthLab.Schwab;
using WealthLab.InteractiveBrokers; // Added for flexibility

namespace WealthScriptPutStrategy
{
   public class SchwabOptionSellStrategy30Pct : UserStrategyBase
   {
      private double _profitTargetPct = 0.30; // 30% Profit Target

      public override void Initialize(BarHistory bars)
      {
         PlotTimeSeries(bars.Close, "Price", "PricePane", WLColor.Black);
      }

      public override void Execute(BarHistory bars, int idx)
      {
         // Only execute logic on the last bar (current live bar)
         if (idx != bars.Count - 1) return;

         // 1. Fetch ALL positions in the account/backtest
         var allPositions = GetPositionsAllSymbols();

         // DEBUGGING: Explicitly log what we see
         if (allPositions.Count > 0)
            WriteToDebugLog($"Scanning {allPositions.Count} total positions in strategy context...");
         else
            WriteToDebugLog("No positions found in GetPositionsAllSymbols(). Verify Strategy Monitor Sync.");

         foreach (Position pos in allPositions)
         {
            // DEBUGGING: Log every symbol we encounter to see format
            // WriteToDebugLog($"Found Position: {pos.Symbol} | Type: {pos.PositionType} | Open: {pos.IsOpen}");

            // Filter 1: Check if the position is OPEN
            if (!pos.IsOpen) continue;

            // Filter 2: Check if the position is LONG (We own the option)
            if (pos.PositionType != PositionType.Long) continue;

            // Filter 3: Check matching Underlying using Helper (More Robust than StartsWith)
            // This extracts "NVDA" from "NVDA 250117P..." reliably
            string posUnderlier = OptionsHelper.SymbolUnderlier(pos.Symbol);

            if (posUnderlier != bars.Symbol)
               continue;

            // Filter 4: Check if it is an Option (Any Type: Call or Put)
            if (OptionsHelper.IsOption(pos.Symbol))
            {
               // --- LOGIC: Place 30% Profit Target ---

               // Calculate 30% Profit Target based on Entry Price
               double profitPrice = pos.EntryPrice * (1.0 + _profitTargetPct);

               // Round the sell price to nearest 0.05 to ensure valid tick
               profitPrice = Math.Round(profitPrice / 0.05) * 0.05;

               // Place the Limit Order to Sell
               ClosePosition(pos, OrderType.Limit, profitPrice, $"Exit {pos.Symbol} @ {profitPrice:F2} (+30%)");

               WriteToDebugLog($"MATCH FOUND: Managing Exit for {pos.Symbol}: Entry {pos.EntryPrice:F2} -> Target {profitPrice:F2}");
            }
         }
      }
   }
}

Thanks for any insight anyone can give...