You’ll enjoy this TradesViz review if you like trading journals. TradesViz is a trading journal and analytics platform designed to help traders track, analyze, and improve their trading performance. It is available in the US, Canada, Australia, and India and supports over 100 brokers and 30 leading international platforms. On TradesViz, you will find over 500 charts and statistics, AI-based analysis, simulators for various asset types, and advanced features such as backtesting.
You can also create custom dashboards with over 400 tailored widgets. This versatile trading journal suits both beginner and advanced traders. Since its creation, the platform has seen several updates to enhance user experience and bring new features.
While there is a learning curve, the platform’s extensive support and continuous updates make it a worthwhile investment for serious traders at an affordable price. Here is everything you need to know about TradesViz.
Table of Contents
TradesViz Review of the Platform
TradesViz was founded in 2019 by Pavitra Kumar (aka PK) when he was at Georgia Tech. As a student, he was an active trader, experimenting with data science and AI.
He created this platform to fill the gaps other platforms couldn’t. These enhancements made TradesViz a finalist for the “Best Portfolio Tracker” and “Best Data Analysis Tool” categories at the 2023 Benzinga FinTech Awards.
Thanks to TradesViz, you can auto-import your trades from over 30 brokers and manually import from 100 brokers/platforms such as InteractiveBrokers, TD Ameritrade, NinjaTrader, TradeStation, Schwab, Questrade, Tradovate, TastyWorks, Robinhood, Google Drive, SierraChart, MetaTrader, Binance, ByBit, Kraken, Gemini, Coinbase and many more.
The platform supports exchanges from the US, Canada, Australia and India. You can find the full broker/platform list here. The platform is available both on mobile apps for iOS and Android.
Asset Types
TradesViz review finds they support the following asset types for trading simulation, charting, and analysis:
- Equities, stocks, and ETFs – Simulation for over 10,000 US stocks and ETFs with data available up to 5-second bar intervals.
- Futures – Hundreds of US futures contracts.
- Forex – Around 900 forex pairs.
- Equity and index options
- Futures options
- Cryptocurrencies – BTC and ETH
TradesViz Review of Charting
You can use all its features once you auto-import or manually import your trades to TradesViz. The platform offers numerous charting tools (interactive and static with auto-plotted executions) and capabilities for visualizing and analyzing trading data. Here are the key ones available:
- Interactive charts – Fully interactive charts across various tabs and sections allow users to explore data points, zoom in/out, and get detailed insights by clicking on different bars, data points, or chart sections.
- Chart types – Bar charts (price, volume, stats vs. date/ranges), Line (price, volume, stats vs. date), Bubble charts (any statistic range vs. any other statistic range), Radar charts (scoring metrics vs. ranges) and Treemap charts (price, volume, number of trades vs. statistic magnitude).
- Trade charts – TradesViz automatically plots executions and trade data on charts, including price, volume, entry/exit points, profit/loss, and other trade metrics. Users can generate trade charts for individual trades, symbols, or across different periods.
- Custom charting – Add multiple static image charts or custom TradingView charts with their executions, Maximum Adverse Excursion/Maximum Favorable Excursion (MAE/MFE) targets and other trade data automatically plotted.
- Advanced – Adjust chart ranges, grouping methods (aggregate total, best performance, worst performance), and other parameters that can significantly change the visual representation of data.
- Pivot/Grid charting – TradesViz features a powerful pivot/grid charting tool described as “the most powerful single-page analytics section you will ever find.” It allows users to pivot, group, filter, chart, and perform advanced analysis of their trading data.
- AI-generated – Thanks to the AI Q&A feature, traders can ask any question about their trading data, and the platform will generate relevant charts, tables, and visualizations.
Statistics & Visualizations
TradesViz offers an extensive suite of customizable statistics (nearly 100) and visualizations (over 300) to help traders analyze their trading performance from various angles. Here’s an overview:
- Profit and Loss – Total, per trade, day, month, year, profit factor, gain-to-pain ratio, trading expectancy.
- Risk Management – Maximum drawdown, P&L standard deviation, Kelly criterion, system quality number
- Trade – Total winning/losing trades, consecutive wins/losses, average trade duration (winning/losing), individual trade charts with entries, exits, and targets plotted.
- Volume and position – Total volume, average volume per trade, min/max volume across all trades
- Symbol performance – Most/least profitable
- Cost – Total commission and fees, average commissions/fees per trade, day, month, and year.
- Performance – MFE/MAE vs P&L, volume, time, drawdown charts, Monte Carlo simulation charts.
- Options – Options chain visualizations and flow charts (calls, puts, cumulative).
- Interactive – Fully interactive charts powered by TradingView integration for all asset types.
- AI-generated – Charts and visualizations generated based on user questions.
- Pivot/grid – Pivot table charting for advanced data visualization
Tabs
To analyze the different aspects of your trading activities, TradesViz created various tabs to help you out.
- Trade Explore – One of the most important tabs because it provides a view of an individual trade and displays details like entry/exit prices, executions, profit/loss, charts, risk statistics, similar trades, and more.
- Day Explore – This allows you to explore and analyze your trading performance for a specific day (profit/loss, charts, notes, and other day-level statistics).
- Chart Explore – Provides interactive charting capabilities, allowing you to visualize your trades, executions, and performance metrics on various chart types like candlestick, OHLC, Renko, etc.
- Tables – Several advanced tables are based on your preferences (trades table, symbol grouped, day grouped, executions, charts, pivot, analysis, and more). More info here.
- Calendar – A calendar view of your trading activity, allowing you to see profit/loss, trades, and other events on specific dates
- Custom dashboards – Add/remove widgets like charts, stats, tables, and more to create a personalized view.
- Others – Trading simulators (single and multi-asset), options chain simulators, options flow scanners, back tester, fundamentals data, and more.
TradesViz Review of Advanced Features
TradesViz provides tools that can’t be found on other platforms. First, its AI-powered tool will answer any question and generate relevant charts, tables, and visualizations. Next, thanks to its TradingView integration, traders can customize and manipulate various charts and technical analysis tools.
Finally, the platform’s options and backtesting tools are a big plus for advanced traders and can help them positively impact their strategy.
TradesViz v2.0
TradesViz recently conducted an update for its 2.0 version. It enhanced its user interface, features, and overall utility. The platform’s redesigned dashboard makes it more modern and facilitates its use. The overall user interface (UI) and experience (UX) are much simpler, and none of the features were removed from the previous version.
The update introduced advanced grid and pivot tables across all table structures. This includes the ability to customize columns and sizes and save the state for each table individually. The new version also includes state-of-the-art charts and tables, making journaling smoother and more efficient.
There are plenty more updates emphasizing efficiency and customization throughout the platform. These improvements make TradesViz 2.0 a more powerful and user-friendly platform for traders.
TradesViz Review of Pricing
How much do all these great features cost? The platform provides three plans depending on your needs. You can also start a 7-day free trial before making a decision.
Free plan
The free plan is free! You can import up to 3000 monthly executions, use 50 different performance visualizations, and access basic auto-generated charts and management features. It’s a good way to get started if you’re a beginner unsure about trading or which platform suits you best.
Pro
The pro plan costs $13/month or $125/year. It comes with unlimited imports for all asset types, all the performance visualization tools, and multiple auto-generated and interactive stock charts. The AI Q&A and trade summary were recently added to this plan.
Platinum
The platinum plan costs $20/month or $188/year. It is the best plan if you are looking for a complete experience. You can use all the custom dashboards and AI widgets, advanced options flow analysis and scanner, analysis charts and simulators, pivot/grid charting tools, and the platform’s backtesting tools.
Furthermore, TradesViz also offers various discounts throughout the year. Currently, a 30% discount is available with the Coupon TVYEAR4. For more info about their pricing, visit their website.
User Feedback
The majority of the user feedback for TradesVis has been positive. The platform’s features, data integration, and responsive customer support are well-received. Many users have switched from competing platforms because of the platform’s overall quality.
However, some users mention a learning curve when getting started with the platform, but they also note that the support team is very helpful in addressing queries.
With the new 2.0 update, it seems that these problems have subsided. Overall, TradesViz is trending in the right direction.
Final Thoughts: TradesViz Review
To conclude our TradesViz review, they’re a powerful and versatile trading journal platform for beginner and advanced traders. The platform offers many features, including AI-powered analytics, advanced charting, and dedicated simulators, making it a valuable tool for improving trading performance.
While there is a learning curve, the platform’s extensive support and continuous updates make it a worthwhile investment for serious traders.
Don’t forget that the platform is worthless without the knowledge. Even if you have the best platform, you must stay in the loop and continuously learn. The stock market is no easy place to make money, even during a bull market.
If you want to learn more about profiting from the stock market, head to our free library of educational courses. We have something for everyone, including trading options for those with small accounts.
Frequently Asked Questions
TradesViz is a tool to help you visualize and analyze your trades and find other opportunities on the stock market.
You can auto-import your trades from over 30 brokers and manually import from 100 brokers/platforms. Follow the instructions and upload everything to TradesViz.
TradesViz isn’t a broker. The platform’s focus is analysis and research. The money you pay monthly or yearly is to use the tools on the platform, not to trade. The majority of investors on the platform are more than satisfied.
