Question 1

Getting started with TradesViz trading journal

Accepted Answer

Welcome to TradesViz, the ultimate online trading journal designed to help you track, analyze, and improve your trading performance. If you're new here, don't worry! This guide will walk you through the basics of TradesViz, showing you how to make the most of its features in about 30 minutes.

|| This guide is split into 10 short sections each containing a short video about that feature/section to give you a better context.

Getting through this takes ~30 mins and that should be more than enough to get used to the TradesViz interface.

1. The dashboard

When you log into your dashboard for the first time, you will see empty charts and stats. Click on "Add sample data" button at the top right corner and within a few seconds, you will see your dashboard looks something like this:

The dashboard is simple: you get charts in the middle, and there are tabs you can navigate to on the left side and the nav bar at the top. The navbar at the top changes its buttons based on the tabs you are in - for example, chart settings and filters based on different chart-based tables. The functions button at the top left corner (command icon ⌘) has shortcuts for useful functions like resetting filters, adding trades, reaching the important tabs, etc.,

![](https://www.tradesviz.com/media/blog/getting-started-with-tradesvizv2/getting-started-with-tradesvi

Question 2

TradesViz Product/Usage FAQ

Accepted Answer

## Can I add a custom non-supported ticker a manual trade?

Yes. You can add any ticker in TradesViz via the Manual add trade option. If the symbol is not recognized, then the PnL calculation will be done as if it is a stock.

## Can I add tags/notes to a trading day?

Yes! Just like trade explore, you can add notes/tags/images and even trade charts to each trading day.

## Can I filter trades by tags/symbols globally?

Click on the "Filters" button at the top right of your dashboard and enter the symbols and tags you want to filter and click apply.

## Can I write/draw on charts?

Yes! Simply hover your mouse over the chart you want to draw on then click on the gear icon at the top and then click on "Draw on chart". An editor will open where you will be able to draw and write on charts. Do not forget to save once you are done with the edits.

## How can I add tags/notes to many trades at once?

In the Trades table, shift-click on each row (trade) to select many trades and then click on "Actions" > "Group apply" at the top of the table. Now, you can select the group apply operations such as adding/removing tags/comments and finally click on "Save changes" at the bottom.

How can I apply specific metrics/ranges from

Question 3

TradesViz General FAQ

Accepted Answer

## Do you have a free trial?

Yes! You will immediately be put on a 7-day free trial if you sign up and subscribe (by visiting the subscription management page) to Pro or Platinum tier. No charges will be made if you cancel during the 7-day free trial period.

## What asset classes do you support?

We have full support for the following asset classes:

Stock and Stock Options
Future and Future Options
Index Options
Forex
CDF
Cryptocurrency

## What markets do you support?

At the moment, we have market data support for Australia, Canada, India and USA. If you want us to support the market you trade in, please contact us at [support@tradesviz.com](mailto:support@tradesviz.com?subject=Broker Support). For just importing or adding trades, all trades made in nearly any currency is compatible with TradesViz. You can also convert all your trade's currencies to your own base currency.

## Do you have mobile app?

Yes! We have mobile apps for both Android and iOS:
Android: https://play.google.com/store/apps/details?id=com.tradesviz.tradesviz_app
iOS: https://apps.apple.com/us/app/tradesviz-trading-journal/id1643338387

Question 4

Simulation, Replay & Backtesting in TradesViz: A complete A-Z guide to using all the simulators to improve your trading

Accepted Answer

This post isn't going to be journaling at all. This is all about the most used non-journaling feature on TradesViz: Trading simulators. We will dive deep into all the different simulators, their functions, and also backtesting on TradesViz. Finally, we will focus on how you can leverage all of these tools to improve your trading. Think of this as a workout plan to build your trading gains every day!

Simulation vs Replay vs Backtesting

|| First, let's clear some things up. We want to be very clear about terminology (for example: Execution vs Trade) because trading education and content online is already a mess. New traders are struggling to navigate this misinformation overload contributed by other trading services purely to drive clicks/views/subscriptions.

The words simulation, replay, and backtesting have been thrown around pretty much interchangeably for the last few years. The word backtest has a long history whereas simulation and replay are relatively new. Here are our clear-cut definitions of these terms:

Simulation: When you manually try an activity under the same conditions as the real activity. In trading, simulation should be used when one (paper) trades a stock/option, etc., using real or simulated data in non-live conditions i.e, no money is involved in the activity but you are still performing the same actions as you would if you were to trade in a live market.

Replay: W

Question 5

TradesViz v2.0: The next generation of TradesViz & Trade journaling (Complete Dashboard Revamp)

Accepted Answer

TradesViz since its launch in 2019 has become one of the most favored and liked journals in the world among traders from many countries. We've made strides in the journaling world that have become the standard in the business for other competitors to follow. The features and utility we have are still unbeaten by any other competitor. All of this is due to our obsession with delivering maximum value to our users.

This means we had to do a lot of trade-offs, and one of the biggest such trade-offs is design.

With this massive revamp, that is no longer the case.

We have completely rebuilt the front end of TradesViz to reflect modern design standards whilst greatly improving utility and ease of use.

Welcome to TradesViz v2.0

This is a completely new era of TradesViz where we focus on ease of use, and simplification of UI/UX all while not removing a single feature from the original TradesViz dashboard.

"This is long overdue" - is what many users tell us and we're excited to finally share our update with you!

Head over to your dashboard and click on the star icon (at the top) to start using the new dashboard. Alternatively, you can visit your account settings page and check the box that says use new TradesViz dashboard.

How to switch to the new dashboard?

Click o

Question 6

How to import trades from Interactive Brokers to TradesViz trading journal?

Accepted Answer

To import your file, please visit https://tradesviz.com/import by selecting the import button at the bottom left corner of your dashboard or by clicking on your profile icon at the top right corner and selecting "Import/Export". Next, select your trading account in the first dropdown and then the platform as Interactive Brokers in the second dropdown.

Interactive Brokers Import Instructions Currently Supported:

Stocks
Options
Futures
Forex

Note: You can automatically sync your trades by connecting directly with Interactive Brokers! Learn more: https://tradesviz.com/blog/auto-import-interactive-brokers/

Go to IB account portal and sign-in with your username and password.
On the top of the dashboard, click on the "Performance & Reports" and then click on "Third-Party Reports" in the dropdown.
In the Third-Party Reports page, be sure to select the account(s) from which you want to import the trades from by clicking on the account ID link on the top near "Third-Party Reports" text.
Select "TradeLog" in the Provider section
Select the period according to your preference and click "Download". Make sure a valid date period where you have made trades is selected! Otherwise the import will not work since the file will be empty!
A file with the extension '.tlg' will automatically be downloaded.
Uplo

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