TradesViz General FAQ

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. 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

What platforms/brokers do you support?

You can view the full list here: https://tradesviz.com/brokers

Can I automatically sync my trades to the journal?

Yes! We do have that feature for specific brokers. You can view the full list of supported brokers here: https://www.tradesviz.com/blog/auto-import-trades/

Do you support multiple brokers in the same account?

Yes! You can have several "trading accounts" within your TradesViz account to organize your portfolios or trades from different brokers/platforms. For more info, read our blog posts on trade management here and here.

Can I plot/add intraday stock charts?

Yes - up to 1-minute intervals for all asset types and 5-sec intervals for US futures! We have a very flexible chart plotting and management system which allows you to not only plot price, but also plot several technical indicators and view them in an interactive format. For more info, read our blog posts on charting here. In addition to this, you can also view TradingView charts. Learn more about them here.

What trade statistics do you track?

PnL, volume, executions, open and close dates, and about 600+ stats and charts can be tracked and analyzed on TradesViz. For more info, read our blog posts on tables and charts. To view a list of some of the important metrics/stats we have, please check this blog post.

My broker is not supported/I can't import trades

We are constantly adding brokers to our platform. If you broker is not currently supported, please contact us at support@tradesviz.com with a sample of the trades file you are trying import into TradesViz.

Can I change currency/timezone?

Yes! We support all major currencies and timezones! Even if you trade's base currency different from your native currency, you can choose to convert it by accessing your account setting and then going to the "Global account settings". This will the currency related statistics (charts, overview) will be changed to the currency of your choice and the same is applicable for any time-related data if you choose to change your base timezone.

Can I create my own dashboards/stats?

Yes!
You can learn how to create your own dashboard and set as your home page here.
Although it's highly likely that we already have a statistic you are looking for, you can still add you own 100% custom metric either via custom columns in pivot table or a plan attribute on a trade plan and attach it to a trade or by using our unique AI query tool that can answer pretty much any trading questions about your trading data.

PnL reported in the Statistics tab is wrong

The PnL in the Daily Statistics only show you total PnL of your recent trading period. The period is determined by "Trading history" dropdown in the filters section by clicking on "Filters" button in your dashboard. Note that you will also see the date range below the PnL and the PnL change % boxes - the PnL reported is only for this particular range. If you want to view your total PnL, then take a look at the "Overall statistics" tab or the "Money transactions" tab for a full equity curve.

PnL is missing commissions/fees data

By default, TradesViz shows you GROSS PnL (this is ONLY amount gained or lost by trading). You can always switch to NET PnL by clicking on "Filters" button in your dashboard > Select the Net option and then apply filters. If you do not see a change in PnL, then it is likely that your broker/import does not have commissions/fees data. You may need to add this information manually.

Do you have any offers?

You can check our main page (tradesviz.com) to check for any available offers. We also have a referral system where you and your referee can get 15% credit towards your next subscription cycle if you use our referral system. For more info, read our blog posts on our referral system here

Do you offer refunds?

No. We do not offer refunds for any subscription purchases. Any upgrades to higher tiers (monthly to yearly) is automatically prorated. If you have any issues or questions about billing, subscriptions or features, please do not hesitate to contact us.

How can I update or cancel my subscription?

Log in to your account click on the 3 lines icon at the top right corner, choose "Account settings" and click on "Subscriptions" tab in the tab list on the right side. Alternatively, if you are already logged in, you can visit your subscriptions page using this link.
For Stripe subscriptions: Click on the "Stripe manange" button to open the self-serve page and cancel your subscription.
For PayPal subscriptions: Visit your PayPal account's dashboard and navigate to subscriptions and cancel the subscription under "SMIRMATEC PRIVATE LIMITED" or "TradesViz".
You may also send us your cancelation request by sending an email to support@tradesviz.com from your registered email ID.
If you need any assistance regarding subscriptions, billing, payments, please contact us at support@tradesviz.com or fill and submit the form further down in this page.

If you are on Stripe and if you want to upgrade your subscription, you can follow the same steps as mentioned above to get to the Stripe self-serve page and upgrade/downgrade your subscription.
Please note that this upgradation process is not available for PayPal subscriptions. If you wish to upgrade, please contact us at support@tradesviz.com and we will guide you.

Important: As per our terms and conditions, the above mentioned procedures are the only accepted ways to fully cancel your subscription.

Do you take feature requests?

Yes! Please send us more details about the feature you would like us to add to the platform by emailing us at support@tradesviz.com or you can fill and submit the form further down in this page.

I have technical problem/I'm seeing incorrect data/statistics

Please contact us at support@tradesviz.com or fill and submit the form further down in this page. Please provide as much detail as possible about the issue you are facing.

Updated on: 12/08/2024