TradesViz General FAQ

General questions about TradesViz.

Do you have a free trial?

Yes! You can start a 7-day free trial of PRO tier. A credit card/payment method is required to start the trial, but no charge is made if you cancel during the 7-day free trial period.

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

Do I need a credit card/enter payment info to trial TradesViz?

Yes. A credit card/payment method is required to start a free trial. No charge is made if you cancel during the 7-day free trial period.
If you are satisfied, you can continue the subscription from the
subscription management page (/accounts/subscription/)
.

What asset classes do you support?

We have full support for the following asset classes:

What markets do you support?

Stock and Stock Options
Future and Future Options
Index Options
Forex
CFD
Cryptocurrency

Do you have a mobile app?

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.

What platforms/brokers do you support?

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

Can I automatically sync my trades to the journal?

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

Do you support multiple brokers in the same account?

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/ (/blog/auto-import-trades/)

How can I add/import trades manually? Is there a generic format?

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 (/blog/import-complete-guide/)
and
here (/blog/export-and-import-management/)
.

Can I plot/add intraday stock charts?

1. Yes, it is possible to add trades/executions manually by clicking on the command button at the top left corner of your dashboard and clicking on "Add trade"
2. We do have a generic format (

download link (https://us-ord-1.linodeobjects.com/tradesviz-public/tradesviz-import-formats/tradesviz_custom_format.csv?v=4)
) that you can download and fill in and import by selecting "Custom" as the platform on TradesViz's
import page (/import/)
.

What trade statistics do you track?

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 (/blog/generating-stock-charts/)
. In addition to this, you can also view TradingView charts. Learn more about them
here (/blog/technical-analysis-charts/)
.

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

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 (/blog/tab-tables/)
and
charts (/blog/charts-statistics-reference/)
. To view a list of some of the important metrics/stats we have, please check
this (/blog/general-statistics-reference/)
blog post.

Can I change currency/timezone?

We are constantly adding brokers to our platform. If your broker is not currently supported, please contact us at
support@tradesviz.com (mailto:support@tradesviz.com?subject=Broker Support)
with a sample of the trades file you are trying to import into TradesViz.

Can I create my own dashboards/stats?

Yes! We support all major currencies and timezones! Even if your trade's base currency is different from your native currency, you can choose to convert it by accessing your account settings and then going to the
"Global account settings" (/accounts/settings/)
. After this, 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.

PnL reported in the Statistics tab is wrong

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

PnL is missing commissions/fees data

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.

Do you have any offers?

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 offer refunds?

You can check our main page (
tradesviz.com (https://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 (/blog/referrals/)

How can I update or cancel my subscription?

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 (mailto:support@tradesviz.com?subject=Subscriptions)
.

Do you take feature requests?

Log in to your account, click on the 3 lines icon at the top right corner, choose "Account settings" and click on the "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 (/accounts/subscription/)
link.
Click on the "Cancel subscription" link on your subscriptions page. You will be guided through a short feedback form before your cancellation is processed.
For Stripe subscriptions: Your subscription will be cancelled automatically at the end of your current billing period. You will retain full access until then.
For PayPal subscriptions: You will be redirected to PayPal's subscription management page to complete the cancellation.
You may also send us your cancellation request by sending an email to support@tradesviz.com from your registered email ID.
If you need any assistance regarding subscriptions, billing or payments, please contact us at
support@tradesviz.com (mailto:support@tradesviz.com?subject=Subscription Issue)
or fill and submit the form further down on this page.
If you are on Stripe and you want to upgrade your subscription, you can click on the "Manage billing" button on the subscriptions page to open the Stripe self-serve portal where you can upgrade or downgrade your subscription.
Please note that this upgrade process is not available for PayPal subscriptions. If you wish to upgrade, please contact us at
support@tradesviz.com (mailto:support@tradesviz.com?subject=Subscription Issue)
and we will guide you.
Important:
As per our
terms and conditions (/terms/)
, the above mentioned procedures are the only accepted ways to fully cancel your subscription.

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

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 (mailto:support@tradesviz.com?subject=Feature Request)
or you can fill and submit the form further down in this page.

TradesViz feels slow/laggy in my browser. What should I do?

Please contact us at
support@tradesviz.com (mailto:support@tradesviz.com?subject=Technical Issue)
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: 17/07/2026