In short
StackViewer connects to tastytrade through SnapTrade using read-only OAuth. It imports your equity, ETF and options positions — including the individual legs of spreads — along with your executed trade history, cash and buying power, and dividend and interest activity. It merges all of that with your other brokers into one portfolio, then analyses the decisions behind the numbers: entry and exit quality, realised versus unrealised profit and loss, and the behavioural patterns in how you size and hold trades. Connecting tastytrade is free, and because tastytrade is an options-first platform this page is explicit about where options coverage is complete and where it is only partial.
What syncs from tastytrade
Positions
Equities and ETFs, plus options positions with each leg of a multi-leg strategy imported individually — a vertical, iron condor or strangle arrives as its component contracts (strike, expiry, right and quantity), not as a single named strategy. Futures and futures-options positions come across where your account holds them.
Trade history
Executed fills for stock and options orders, with contract detail, price, quantity, side and timestamp. StackViewer uses these to reconstruct opening and closing legs so realised profit and loss on a closed spread is attributed to the whole trade, not scattered across legs.
Cash & balances
Cash balance and net liquidating value. Because tastytrade is a margin-and-options house, StackViewer reads the balances the API exposes; margin buying power and maintenance requirement are treated as informational, not as a real-time risk feed.
Dividends
Dividend and interest transactions from your history feed into the combined dividend and income view. Options premium received or paid is recorded through the trade feed rather than as dividend income.
What does not come across: open working orders, streaming or real-time quotes and the dxFeed market-data stream, Greeks calculated live (StackViewer stores the legs but does not present a live delta/theta risk board), tastylive research and watchlists, and tax documents such as your 1099. If you trade cryptocurrency on tastytrade, treat crypto position coverage as best-effort and reconcile it against the tastytrade app.
Sync runs three times a day and position values refresh about every 30 minutes during market hours. StackViewer is not a real-time tool and is not built for day trading or intraday options scalping.
How options positions, spreads and assignments appear — and where they don't
This is the honest core of the page, because tastytrade is built for options and most trackers handle options badly. StackViewer imports each option contract as its own line with strike, expiry, right (call or put) and quantity, so a four-leg iron condor shows as four legs. It reconstructs strategies from the trade feed to report realised profit and loss on the trade rather than on isolated legs, and it separates realised premium from unrealised mark-to-market so a credit spread you opened for $1.20 and bought back for $0.40 is booked as an $80 win per contract rather than two confusing line items. Reason, conviction and emotion tags let you journal why you put the trade on — the behavioural layer that a raw fill history can never give you.
Where coverage is partial, and you should know this before you rely on it: StackViewer does not label strategies automatically, so it will not tell you "this is a jade lizard" — you see the legs and tag them yourself. It does not compute or display live Greeks, so it is not a delta-neutral risk dashboard; for that, stay in the tastytrade platform. Assignments and exercises are handled through whatever transactions the API returns after the fact — an assigned short put becomes a stock position and a closing options line on the next sync, not an instant alert — so around expiry your StackViewer view can lag the tastytrade app by up to a sync cycle. And because values refresh roughly every 30 minutes, near-the-money positions on expiration day will not reflect the last few minutes of movement. If any of those gaps matter to how you trade, that limitation is the most valuable sentence on this page: use StackViewer for the months-to-years review, not for managing the tape.
Also use Interactive Brokers?
Many tastytrade users keep tastytrade as their options-and-futures cockpit while holding longer-term stock, funds and international positions at Interactive Brokers — the low-cost, broad-market account. That split is exactly the case StackViewer is built for: options activity in one place, buy-and-hold in another, and no single screen that tells you how the whole book is really doing. Connect both and StackViewer produces a single time-weighted return across the two accounts, a combined diversification score, and one dividend calendar — rather than two apps you mentally add together.
How the combined multi-broker view works →
Is it safe to connect tastytrade?
The connection is read-only OAuth through SnapTrade. You log in on tastytrade's own site — StackViewer never sees your credentials and never stores them. Worth knowing for an options broker specifically: the tastytrade API can support order placement for apps that request it, but StackViewer never requests trading scope, so the token that comes back can read positions and history and nothing else. StackViewer cannot open, close or roll a position and cannot move money. You can revoke access from inside tastytrade whenever you want.
Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, authentication runs on AWS Cognito with optional TOTP MFA, and you can export everything to CSV or delete your account at any time. Full detail on the security page.
Which other brokers can you connect?
StackViewer supports 31 brokers. Search for the others you use:
Frequently asked
- Is it safe to connect tastytrade to StackViewer?
- Yes — read-only OAuth through SnapTrade. StackViewer never sees your tastytrade credentials and cannot trade or move money. Revoke it from tastytrade in one click.
- Can StackViewer place trades on my tastytrade account?
- No. StackViewer requests a read-only token. Even though the tastytrade API can support order placement for other apps, trading scope is never requested here.
- How often does tastytrade data sync?
- Three times a day, with position values refreshed roughly every 30 minutes during market hours — not real-time, and not for intraday options management.
- Is the tastytrade integration free?
- Yes, on the free plan, with no credit card.
- What tastytrade data does StackViewer import?
- StackViewer imports your tastytrade equity and ETF positions, options positions (calls, puts and the individual legs of multi-leg strategies), futures and futures-options positions where the account holds them, your executed trade history, cash and buying-power balances, and dividend and interest transactions. It does not import open working orders, streaming quotes, tastylive research, or tax documents such as your 1099.
See it working before you connect anything
The live demo is a real portfolio with six months of history and every analysis screen populated. No signup, no email, no broker connection.
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StackViewer is not affiliated with, endorsed by, or sponsored by tastytrade. tastytrade and its logo are trademarks of their owner. Broker connectivity is provided through SnapTrade and the available data depends on what tastytrade exposes; details verified 22 June 2026 and subject to change. Not financial advice.