Welcome, demo

Two ways to bring your trades in — connect your broker or upload CSVs. We'll do the rest.

1
Link your portfolio

Pick one path. You can always switch later.

Recommended
Connect your broker

Schwab, Fidelity, Vanguard, Robinhood, IBKR, and ~20 others via SnapTrade.

  • Up to 1825 days of history at first connection
  • Then a 60–day rolling sync — no daily upload chore
  • Read-only access — removable anytime
Connect a broker

You sign in on your broker's own page. SnapTrade hands HappyTrader a read-only pass — we never see your broker password.

Manual
Upload CSVs

Export trade history and positions from your broker and drop them here.

  • Works without enabling broker sync
  • Re-upload weekly (or daily) to stay current
  • Good for one-off historical imports
Upload CSVs
How to export CSVs from your broker
Trade history
  1. Log in to your broker → find Transactions or History
  2. Select your account and a date range
  3. Export as CSV
Current positions
  1. Log in to your broker → open Positions
  2. Export as CSV
2
We process your data

Once your files are in, processing finishes in 3–5 minutes. We classify strategies, compute trade-level P&L, and build the baselines that drive your Daily Review.

3
Open your Trading Mirror

You'll land on Daily Review — a behavioral mirror, not a P&L dashboard. We compare you to yourself, not to other traders.

Skip to home