Know What's Working

Options traders finally have a clear view. HappyTrader classifies your trades, tracks performance, and surfaces the insights that matter—so you can trade smarter.

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How it works

1
Export from Schwab

Download your trade history and current positions from schwab.com. Two CSV files, no API keys.

2
Upload to HappyTrader

We classify every position—Covered Calls, CSPs, Wheels, spreads—and link it to your account.

3
Analyze & improve

See what's working, where you're losing, and get AI-powered suggestions to improve your process.

Built for options traders

Strategy auto-detection

Covered Call, Cash-Secured Put, Wheel, spreads, Buy and Hold—all classified automatically from your trade data.
AI trading insights

Get a personalized analysis of your style, strengths, and weaknesses—with actionable suggestions to improve.
Performance charts

Cumulative P&L over time, strategy breakdowns, and symbol-level drill-down so you see the full picture.
Position detail

Click any symbol to see full trade history, strategy timeline, current positions, and cumulative P&L charts.
Multi-account

Track all your Schwab accounts in one place. Portfolio-wide views plus per-account breakdowns.

Ready to see what's really working?

Try the demo with sample data—no signup. Or create a free account to upload your own trades.

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