Frequently asked questions

Trade History: Log in at schwab.com → Accounts → History → Transactions. Select your account, set the filter to All Transactions, pick a date range, and click Export to download the CSV.

Current Positions: Accounts → Positions → select your account → Export.

Both files are required. We support Schwab's web export format (not thinkorswim).

Your trade data is processed and stored in Google BigQuery. We do not store brokerage passwords or have API access to your account—you export and upload CSVs manually. Passwords are hashed. We recommend using a strong, unique password for your HappyTrader account.

Right now we support Charles Schwab (schwab.com export, not thinkorswim). Additional brokers are planned for the future.

Yes. Upload data for each account and we'll track them separately. You can filter by account on Positions, Tax Center, and other views. Portfolio-wide totals are shown on the dashboard.

We auto-detect Covered Calls, Cash-Secured Puts, Wheels, Call Spreads, Put Spreads, Long Calls, Long Puts, Buy and Hold, and other option strategies. Classification is based on your trade patterns—no manual tagging.

No. The Tax Center is for informational purposes only. It classifies short-term vs long-term gains, flags potential wash sales, and shows estimated tax impact based on your bracket. Always consult a qualified tax professional for advice specific to your situation.