TradesViz Product/Usage FAQ

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 charts as global filters?

For example, if you want to apply the price range of $10-$20 from the PnL vs Price range chart, then simply click on the bar for $10-$20 and select "Apply as filter". You will now see a small container that appears on the top of your dashboard. You can do this for all charts and finally when you are satisfied with the filters, click on the green tick icon on the right side of the container.

How can I compare my performance to the market?

You can do this via the Equity curve tab by selecting the symbol you want to compare with. More info: https://www.tradesviz.com/blog/equity-curve-compare-symbol/

How can I compare my performance with market conditions?

To do this, take a look at the chart sections under "Technical analysis charts" on the left side of your dashboard.

How can I delete my imported trades?

Go to tradesviz.com/import, select "Export/Manage" on the right side, then select your trading account and click on "Delete" under each import to delete your import all the trades associated with it.

How can I download/export all my trades?

To export all your trades or executions, go to tradesviz.com/import and select "Export/Manage" and then select "Existing Uploads". Now select the trading account you want to export. If you want to just export the trades, leave the options as default ("Trades" and "Base") and click "Download". If you want to use this file to import into TradesViz in the future, click on "Executions" and "Native" as the options and then click on "Download".

How can I explore a trade?

To explore a trade, click on the target icon on the right side of each row in the trades table.

How can I explore a trading day?

There are multiple ways to explore a trading day. You can click on the calendar icon on the right side of each row of the "Day grouped" table under "Trades table" tab or you can simply click on the numbers in each cell in the monthly calendar view or when in trade explore view, you can click on the blue calendar icon on the top right to view the day on which you executed the trade.

How can I filter by asset types in my dashboard?

Click on the "Filter" button on the top right corner of your dashboard and you should see a popup that contains a asset type dropdown. Select the asset types you want to view and then click "Apply".

How can I filter trades for a particular range of dates in my dashboard?

Click on the date range button on the top right corner of your dashboard and select the preferred dates by selecting the start first and then the end date or vice-versa.

How can I improve the options auto-grouping?

You can try using the "Attempt Advanced grouping of options" option under the "Advanced settings" in the import page. It is suggested to test this first on an empty trading account so make sure you are satisfied with the results before using it on your regular trading account.

How can I make sure my trades (intraday) are not grouped together when importing?

If you think your trades are grouped frequently, you can change this by using the "Group executions based on flat-positions + symbol" option in the "Advanced settings" in the import page.

How can I save the state of my trades table?

Changes like column, row ordering and visiblity are saved to your local cache by default. If you are having issues with the settings not being preserved, you can turn on user profile-based saving in your account settings.

How can I share my account with someone?

Go to tradesviz.com/accounts/sharing/ click on "Add" and add the display name of the account you want to share your trading accounts with. Visit this page for more info on how to share accounts: https://www.tradesviz.com/blog/sharing-trades-days-accounts/.

How can I share my trades/trading days/trading account?

To share a trade or a trading day, simply explore the trade or a trading day and then click on the purple "Lock" icon on the top right corner and select the data you want to share and click "Save changes". Visit this page for more info on how to share accounts: https://www.tradesviz.com/blog/sharing-trades-days-accounts/.

How can I view PnL grouped by close date of trades?

If you want to change this, got to tradesviz.com/accounts/settings and check/uncheck the "Use open-date based PnL for reporting" based on your preference

How can I view PnL grouped by open date of trades?

If you want to change this, got to tradesviz.com/accounts/settings and check/uncheck the "Use open-date based PnL for reporting" based on your preference

How can I view more days in the Total PnL chart in the dashboard?

Click on the "Trading History" dropdown in the filters side bar by clicking on "Filters" button at the top and select a higher trading history.

How do I add a tag/note to my trade?

In the Trades table, click on the pencil icon on the left of each row to quick edit the trade attributes or you can explore the trade by clicking on the target icon and edit the notes/tags/risk info by clicking on the 3-dots icon on the top-right corner of each box.

How do I add executions or close trades?

You can add executions by exploring a trade and then clicking on the "Add" button in the trade explore tab. Closing a trade is simply adding an execution in the direction opposite to the existing position of the trade.

How do I change currency of all my PnL statistics?

You can change this going to tradesviz.com/accounts/settings.

How do I change timezone of all my trades?

You can change this by going to tradesviz.com/accounts/settings.

How do I close a trade?

From the trades table, click on the target icon (on the left side of the row) of the trade you want to close. Now click on the "Add" button at the top right section of the trade explore page and add in the closing execution details. If you have already added this as a seperate individual trade, you can use the group apply function to merge the 2 trades.

How do I edit execution price, quantity, commissions or fees?

To edit an execution, you need to first explore a trade to open the trade explore tab and then clicking on the pencil icon on the left side of any of the executions in the executions table to edit the execution attributes.

How do I handle splits/reverse splits?

You need to edit the executions of the equity that were taken BEFORE the split. Quantity and price have to be edited. Whether you divide or multiply the values depend on if it was a normal split or a reverse split.

How do I manually add a trade?

Go to your dashboard (tradesviz.com/home) and click on the command button at the top left corner and click on "Add trade".

How do I set default chart settings (timeframe, indicators etc.,)?

Go to tradesviz.com/accounts/settings, click on "Edit existing chart settings", select "Default" and then set your preferred chart settings. From now on, whenever you click "Add chart" in trade explore view, a chart with your preferred settings will be generated.

How do I view interactive chart?

Hover your mouse over the chart you want to view the interactive version of and click on "View interactive chart". An interactive chart should open up at the bottom of the page.

How is PnL change calculated in the dashboard?

PnL change is calculated by taking the percentage difference between the pnl of the first day (leftmost) and the pnl of the last day (rightmost) in the "Total PnL" chart below.

How to add a trade chart to my trade?

In the Trades table, click on the target icon to explore the trade to which you want to add charts to. Once the trade explore view loads, scroll down till you see the "Charts" container and click on the 3-dots icon on the top right corner and click on "Add trade chart".

How to auto-sync trades?

Go to tradesviz.com/import, select "Auto import trades" and now select the trading account you want to add a connection to and also the broker you want to connect to and click on "Connect" to establish a connection. Once the connection is successful, you can click on "Sync" button to sync your trades. If you want this connection to sync with your account every 24-hrs, then click on "Auto import settings" and check "Auto sync all accounts" and save the settings.

How to change to dark/light mode?

Click on the toggle with the sun/moon icon on the top right corner of your dashboard.

How to clear a trading account/delete all trades in a trading account?

Go to tradesviz.com/accounts/tradingaccounts and click on "Clear trades" on whichever account you want to delete all trades from.

How to compare my trading strategies side-by-side?

Use the group compare feature. More info here: https://www.tradesviz.com/blog/trades-analysis-compare-trades/

How to delete individual trades?

In the Trades table, shift-click on each row (trade) you want to delete and click on "Group apply" and then scroll down till you see "Delete trades" checkbox - check it and click on "Save changes".

How to drill-down into charts to view trades for each data point?

Click on any data point of any chart and click "Explore trades".

How to edit the dashboard/home page?

There are two ways to do this: First is to create a custom dashboard and save it as home page, the second is to select one of the 3 pre-defined home page/overview tab types.

How to explore performance charts/metrics?

Simply click on ANY datapoint (a dot, a bar, etc.,) in any chart and click on "Explore trade". You should be redirected to another window where you will be able to explore trades that belong to that particular data point. More info here: https://www.tradesviz.com/blog/interactive-charts/.

How to hide/show columns in the trades table?

Simply click on "Column" tab and un-check the columns you do not want to see. You can also re-arrange the columns by dragging and dropping the column header or via the list of columns in the columns tab. Once you are done making changes, click on "Actions" and click "Save state" to preserve the table state.

How to import images to my trades?

In the Trades table, click on the target icon to explore the trade to which you want to add images to. Once the trade explore view loads, scroll down till you see "Images" container and click on the 3-dots icon on the top right corner and click on upload images. You can either select images from your local PC or also copy paste images into the box and finally click "Save changes"

How to import my trades?

Go to tradesviz.com/import, select your broker, follow the instructions on the page to export your file from your brokerage platform and upload it to TradesViz.

How to merge trades?

In the trades table, shift-click on trades to select the trades you want to merge (must have same underlying) and then click on "Group apply" at the top. Now scroll down till you see "Merge selected trades" option and click it. Now click on save changes. If you need a video tutorial, take a look at this video: https://youtu.be/87eJ3kSIoAw?t=327.

How to preseve the table state/columns/settings?

You can retain the state of the table (size, order, sorting, etc.,) by clicking on "Action" > "Save State". Note that the same can be done for nearly ANY table on TradesViz and all the states of the tables are saved to your TradesViz profile. In some cases like the custom dashboard and in the chart explore view, you will see a 3 dots icon at the top left corner of the table instead of actions button. Click on that to see the save state option.

How to remove the sample import/sample imported trades?

Go to tradesviz.com/import, select "Export/Manage" on the right side, then select "Existing uploads" and then select your trading account and click on "Delete" under each import with the name "TradesViz".

How to search for trades?

There are many ways to search for trades in TradesViz. If you want to search for a particular symbol or tag, you can use the filter button on the top right of your dashboard to filter trades matching your criteria or you can also select trades in the trades table in a more granular way by learning how to construct table filters. More info on how to use the grids in TradesViz: https://www.tradesviz.com/blog/grid-complete-guide/.

How to split trades?

To split executions or combine a subset of executions into another trade, simply explore a trade, shift-click on the executions in the executions table and click on "Group apply". Now select the preferred type of splitting you want to achieve and click save changes. If you need a video tutorial, take a look at this video: https://youtu.be/87eJ3kSIoAw?t=327.

How to switch between gross/net PnL in the dashboard?

Click on the "Filters" button on the top right of your dashboard and select "Net" or "Gross" and click "Apply changes".

I am looking for a chart and I cannot find it

Take a look at this reference guide: tradesviz.com/blog/charts-statistics-reference/ and use your browser search function (CTRL+F) to search for the chart you want and follow the instructions in the table.

I am not able to sync my TD-Ameritrade account

This could be due to several reasons. Most of the time the issue is with entering the login ID instead of the account ID in the initial connection step. If you are having any issues with your sync, please contact at support@tradesviz.com

I entered a tag, but it is not added to the trade - why?

Please make sure that you add a comma after every tag - even if you enter only 1 tag, you need to add a comma at the end and then try saving it.

My execution times are wrong/shifted - How can I fix them?

There are 2 possible solutions to this. You either have to make sure to select the right timezone when importing your file or you have to change the timezone of your account by going to tradesviz.com/accounts/settings and change the timezone of your account.

Where can I add custom commissions/fees for all my imports?

You can do this by going to tradesviz.com/accounts/tradingaccounts and then clicking on "Edit account details" and then selecting the preferred fees/commissions settings. Note that once changed, this will only take effect on future imports and will not affect current imports/trades.

Where can I learn more about stock ownership of the symbols I trade?

You can do this by analyzing the SEC 13-F documents. TradesViz provides a convinent platform for your with visualizations right here: If you need a video tutorial, take a look at this video: tradesviz.com/data13f/. To know more about this feature, visit this page: https://www.tradesviz.com/blog/13fdata/.

Where can I see my PnL vs price range chart?

In your dashboard, click on the "Trades analysis charts" tab and then select "Profit and loss" and you should be able to see a chart with the title "PnL vs Price range". Note that you can change the bins of the price ranges by clicking on the "Price range" dropdown on the navbar at the top.

Where can I see my PnL vs time of day chart?

In your dashboard, click on the "Trades analysis charts" tab and then select "Profit and loss" scroll down and you should be able to see a chart with the title "PnL vs Time". Note that you can change the interval by clicking on the "Time interval" dropdown on the navbar at the top.

Where can I see my risk/reward charts/statistics?

You can view your pnl statistics with respect to option risk/reward by viewing the charts under the "Performance metrics charts" tab on the left side of your dashboard and then clicking on "General metrics".

Where can I see my symbol treemap chart based on PnL?

You can view this chart by clicking on the "Performance metrics charts" tab on the left side of your dashboard and then clicking on "Treemaps" and then selecting the type of treemap you want to view.

Where can I see the current un-realized PnL of my open trades?

This is available in the "Trade info" box in the trade explore view of any open trade and also as a column in the trades table.

Where can I view my total PnL?

The "Total PnL" display in the dashboard is only for the date range shown below the text. To view your FULL ACCOUNT total pnl over all trading days, click on the "Overall statistics" under "Summary" tab and check the first few boxes. You should be able to view total Pnl numbers here for all your selected trading accounts.

Where can I view options specific analytics charts?

Yes! You can view your pnl statistics with respect to option greeks and IV by viewing the charts under the "Options trades analysis charts" tab on the left side of your dashboard.

Where do I add deposits/withdrawals?

Click on the "Equity curve" sub-tab under "Summary" tab on the left side of your dashboard and click on "Add Transaction" under Transaction actions dropdown.

Where do I manage my old imports and download original import files?

Go to tradesviz.com/import and select "Export/Manage" and then select "Existing Uploads". Once you select a trading account, you will see a list of the trades files you have imported into this account. Now, you can delete or download these imports.

Where do I see fundamentals of a symbol?

You can go to tradesviz.com/fundamentals/ and enter the symbol on the top right corner or click on the book icon in the top right corner of the trade explore view of each trade. To know more about this feature, visit this page: https://www.tradesviz.com/blog/fundamental-data/

Where do I see my month-by-month PnL?

You can view this chart by clicking on the "Date charts" tab on the left side of your dashboard and then selecting the "Calendar grouped charts".

Where do I see my monthly calendar?

Click on the "Calendar" on the left side of your dashboard and click on "Month view" to view your monthly PnL calendar.

Where do I see my overall equity curve?

You can view this chart by clicking on the "Overview" tab on the left side of your dashboard and then clicking on "Money transactions".

Where do I see my year-by-year PnL?

You can view this chart by clicking on the "Date charts" tab on the left side of your dashboard and then selecting the "Calendar grouped charts".

Where do I view my PnL/Volume/Win-rate curve over a long period of time?

You can view this chart by clicking on the "Date charts" tab on the left side of your dashboard and then selecting the "Day-grouped charts".

Why Total PnL on my dashboard is wrong?

It is not wrong, but it is only for the date range shown below the text. If you think this is not the reason, the other reason could be a misunderstanding on when the pnl is displayed for each trade. Also, the percentage change is based on Pnl change (from left to right side) in the chart below it. It is NOT your account returns. To get account returns visit Equity curve tab under Summary section and add your deposits.

Why are my executions not plotted correctly in the trade chart?

Please make sure that the timezone of your trade is correctly matched during import. For example, if you are using IBKR platform, the executions are always reported in exchange timezone and so you have to select the exchange timezone during the import - not your local timezone. This depends on the broker/platform you are using and you will have to change the timezone settings in the import page accordingly.

Why are my newly added executions are not showing up in chart?

The static charts are saved as images on our servers since we allow drawings and writings on the charts. If you want to update your charts with new/updated executions, then you can either click on "Refresh chart" after clicking on the gear icon when hovering over the chart you want to refresh or simply click on "Refresh all charts" by clicking on the 3-dots icon on the top right corner of the charts container.

Why aren't any trades showing up in my dashboard?

There could be many reasons - most common is to make sure you have not selected any particular filters that could filter out all your trades. Check your filters by clicking on "Filters" button on the top right and reset them by clicking on reset filters button and also check your date range on the top right corner - make sure to set it to "Full range".

Why can't I see commissions/fees from my import?

It is because either the import file you used did not contain any commissions or fees information or you are not on Pro version. Commissions and fees are available only on the pro version.

Why does the Total PnL chart only show most recent days?

The goal of the dashboard is to show only your recent statistics. As such, the default is always 60 trading days but you can select to view your entire trading history by selecting "All days" in the "Trading History" dropdown filter side bar by clicking on "Filters".

Why is my 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.

Why is the end date of Total PnL not the same as the end date of date filter on the top right?

The date filter shows you the entire range of all executions made in your selected accounts. But the range in the end date only shows the end dates of fully closed trades.

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 charts as global filters?

For example, if you want to apply the price range of $10-$20 from the PnL vs Price range chart, then simply click on the bar for $10-$20 and select "Apply as filter". You will now see a small container that appears on the top of your dashboard. You can do this for all charts and finally when you are satisfied with the filters, click on the green tick icon on the right side of the container.

How can I compare my performance to the market?

You can do this via the Equity curve tab by selecting the symbol you want to compare with. More info: https://www.tradesviz.com/blog/equity-curve-compare-symbol/

How can I compare my performance with market conditions?

To do this, take a look at the chart sections under "Technical analysis charts" on the left side of your dashboard.

How can I delete my imported trades?

Go to tradesviz.com/import, select "Export/Manage" on the right side, then select your trading account and click on "Delete" under each import to delete your import all the trades associated with it.

How can I download/export all my trades?

To export all your trades or executions, go to tradesviz.com/import and select "Export/Manage" and then select "Existing Uploads". Now select the trading account you want to export. If you want to just export the trades, leave the options as default ("Trades" and "Base") and click "Download". If you want to use this file to import into TradesViz in the future, click on "Executions" and "Native" as the options and then click on "Download".

How can I explore a trade?

To explore a trade, click on the target icon on the right side of each row in the trades table.

How can I explore a trading day?

There are multiple ways to explore a trading day. You can click on the calendar icon on the right side of each row of the "Day grouped" table under "Trades table" tab or you can simply click on the numbers in each cell in the monthly calendar view or when in trade explore view, you can click on the blue calendar icon on the top right to view the day on which you executed the trade.

How can I filter by asset types in my dashboard?

Click on the "Filter" button on the top right corner of your dashboard and you should see a popup that contains a asset type dropdown. Select the asset types you want to view and then click "Apply".

How can I filter trades for a particular range of dates in my dashboard?

Click on the date range button on the top right corner of your dashboard and select the preferred dates by selecting the start first and then the end date or vice-versa.

How can I improve the options auto-grouping?

You can try using the "Attempt Advanced grouping of options" option under the "Advanced settings" in the import page. It is suggested to test this first on an empty trading account so make sure you are satisfied with the results before using it on your regular trading account.

How can I make sure my trades (intraday) are not grouped together when importing?

If you think your trades are grouped frequently, you can change this by using the "Group executions based on flat-positions + symbol" option in the "Advanced settings" in the import page.

How can I save the state of my trades table?

Changes like column, row ordering and visiblity are saved to your local cache by default. If you are having issues with the settings not being preserved, you can turn on user profile-based saving in your account settings.

How can I share my account with someone?

Go to tradesviz.com/accounts/sharing/ click on "Add" and add the display name of the account you want to share your trading accounts with. Visit this page for more info on how to share accounts: https://www.tradesviz.com/blog/sharing-trades-days-accounts/.

How can I share my trades/trading days/trading account?

To share a trade or a trading day, simply explore the trade or a trading day and then click on the purple "Lock" icon on the top right corner and select the data you want to share and click "Save changes". Visit this page for more info on how to share accounts: https://www.tradesviz.com/blog/sharing-trades-days-accounts/.

How can I view PnL grouped by close date of trades?

If you want to change this, got to tradesviz.com/accounts/settings and check/uncheck the "Use open-date based PnL for reporting" based on your preference

How can I view PnL grouped by open date of trades?

If you want to change this, got to tradesviz.com/accounts/settings and check/uncheck the "Use open-date based PnL for reporting" based on your preference

How can I view more days in the Total PnL chart in the dashboard?

Click on the "Trading History" dropdown in the filters side bar by clicking on "Filters" button at the top and select a higher trading history.

How do I add a tag/note to my trade?

In the Trades table, click on the pencil icon on the left of each row to quick edit the trade attributes or you can explore the trade by clicking on the target icon and edit the notes/tags/risk info by clicking on the 3-dots icon on the top-right corner of each box.

How do I add executions or close trades?

You can add executions by exploring a trade and then clicking on the "Add" button in the trade explore tab. Closing a trade is simply adding an execution in the direction opposite to the existing position of the trade.

How do I change currency of all my PnL statistics?

You can change this going to tradesviz.com/accounts/settings.

How do I change timezone of all my trades?

You can change this by going to tradesviz.com/accounts/settings.

How do I close a trade?

From the trades table, click on the target icon (on the left side of the row) of the trade you want to close. Now click on the "Add" button at the top right section of the trade explore page and add in the closing execution details. If you have already added this as a seperate individual trade, you can use the group apply function to merge the 2 trades.

How do I edit execution price, quantity, commissions or fees?

To edit an execution, you need to first explore a trade to open the trade explore tab and then clicking on the pencil icon on the left side of any of the executions in the executions table to edit the execution attributes.

How do I handle splits/reverse splits?

You need to edit the executions of the equity that were taken BEFORE the split. Quantity and price have to be edited. Whether you divide or multiply the values depend on if it was a normal split or a reverse split.

How do I manually add a trade?

Go to your dashboard (tradesviz.com/home) and click on the command button at the top left corner and click on "Add trade".

How do I set default chart settings (timeframe, indicators etc.,)?

Go to tradesviz.com/accounts/settings, click on "Edit existing chart settings", select "Default" and then set your preferred chart settings. From now on, whenever you click "Add chart" in trade explore view, a chart with your preferred settings will be generated.

How do I view interactive chart?

Hover your mouse over the chart you want to view the interactive version of and click on "View interactive chart". An interactive chart should open up at the bottom of the page.

How is PnL change calculated in the dashboard?

PnL change is calculated by taking the percentage difference between the pnl of the first day (leftmost) and the pnl of the last day (rightmost) in the "Total PnL" chart below.

How to add a trade chart to my trade?

In the Trades table, click on the target icon to explore the trade to which you want to add charts to. Once the trade explore view loads, scroll down till you see the "Charts" container and click on the 3-dots icon on the top right corner and click on "Add trade chart".

How to auto-sync trades?

Go to tradesviz.com/import, select "Auto import trades" and now select the trading account you want to add a connection to and also the broker you want to connect to and click on "Connect" to establish a connection. Once the connection is successful, you can click on "Sync" button to sync your trades. If you want this connection to sync with your account every 24-hrs, then click on "Auto import settings" and check "Auto sync all accounts" and save the settings.

How to change to dark/light mode?

Click on the toggle with the sun/moon icon on the top right corner of your dashboard.

How to clear a trading account/delete all trades in a trading account?

Go to tradesviz.com/accounts/tradingaccounts and click on "Clear trades" on whichever account you want to delete all trades from.

How to compare my trading strategies side-by-side?

Use the group compare feature. More info here: https://www.tradesviz.com/blog/trades-analysis-compare-trades/

How to delete individual trades?

In the Trades table, shift-click on each row (trade) you want to delete and click on "Group apply" and then scroll down till you see "Delete trades" checkbox - check it and click on "Save changes".

How to drill-down into charts to view trades for each data point?

Click on any data point of any chart and click "Explore trades".

How to edit the dashboard/home page?

There are two ways to do this: First is to create a custom dashboard and save it as home page, the second is to select one of the 3 pre-defined home page/overview tab types.

How to explore performance charts/metrics?

Simply click on ANY datapoint (a dot, a bar, etc.,) in any chart and click on "Explore trade". You should be redirected to another window where you will be able to explore trades that belong to that particular data point. More info here: https://www.tradesviz.com/blog/interactive-charts/.

How to hide/show columns in the trades table?

Simply click on "Column" tab and un-check the columns you do not want to see. You can also re-arrange the columns by dragging and dropping the column header or via the list of columns in the columns tab. Once you are done making changes, click on "Actions" and click "Save state" to preserve the table state.

How to import images to my trades?

In the Trades table, click on the target icon to explore the trade to which you want to add images to. Once the trade explore view loads, scroll down till you see "Images" container and click on the 3-dots icon on the top right corner and click on upload images. You can either select images from your local PC or also copy paste images into the box and finally click "Save changes"

How to import my trades?

Go to tradesviz.com/import, select your broker, follow the instructions on the page to export your file from your brokerage platform and upload it to TradesViz.

How to merge trades?

In the trades table, shift-click on trades to select the trades you want to merge (must have same underlying) and then click on "Group apply" at the top. Now scroll down till you see "Merge selected trades" option and click it. Now click on save changes. If you need a video tutorial, take a look at this video: https://youtu.be/87eJ3kSIoAw?t=327.

How to preseve the table state/columns/settings?

You can retain the state of the table (size, order, sorting, etc.,) by clicking on "Action" > "Save State". Note that the same can be done for nearly ANY table on TradesViz and all the states of the tables are saved to your TradesViz profile. In some cases like the custom dashboard and in the chart explore view, you will see a 3 dots icon at the top left corner of the table instead of actions button. Click on that to see the save state option.

How to remove the sample import/sample imported trades?

Go to tradesviz.com/import, select "Export/Manage" on the right side, then select "Existing uploads" and then select your trading account and click on "Delete" under each import with the name "TradesViz".

How to search for trades?

There are many ways to search for trades in TradesViz. If you want to search for a particular symbol or tag, you can use the filter button on the top right of your dashboard to filter trades matching your criteria or you can also select trades in the trades table in a more granular way by learning how to construct table filters. More info on how to use the grids in TradesViz: https://www.tradesviz.com/blog/grid-complete-guide/.

How to split trades?

To split executions or combine a subset of executions into another trade, simply explore a trade, shift-click on the executions in the executions table and click on "Group apply". Now select the preferred type of splitting you want to achieve and click save changes. If you need a video tutorial, take a look at this video: https://youtu.be/87eJ3kSIoAw?t=327.

How to switch between gross/net PnL in the dashboard?

Click on the "Filters" button on the top right of your dashboard and select "Net" or "Gross" and click "Apply changes".

I am looking for a chart and I cannot find it

Take a look at this reference guide: tradesviz.com/blog/charts-statistics-reference/ and use your browser search function (CTRL+F) to search for the chart you want and follow the instructions in the table.

I am not able to sync my TD-Ameritrade account

This could be due to several reasons. Most of the time the issue is with entering the login ID instead of the account ID in the initial connection step. If you are having any issues with your sync, please contact at support@tradesviz.com

I entered a tag, but it is not added to the trade - why?

Please make sure that you add a comma after every tag - even if you enter only 1 tag, you need to add a comma at the end and then try saving it.

My execution times are wrong/shifted - How can I fix them?

There are 2 possible solutions to this. You either have to make sure to select the right timezone when importing your file or you have to change the timezone of your account by going to tradesviz.com/accounts/settings and change the timezone of your account.

Where can I add custom commissions/fees for all my imports?

You can do this by going to tradesviz.com/accounts/tradingaccounts and then clicking on "Edit account details" and then selecting the preferred fees/commissions settings. Note that once changed, this will only take effect on future imports and will not affect current imports/trades.

Where can I learn more about stock ownership of the symbols I trade?

You can do this by analyzing the SEC 13-F documents. TradesViz provides a convinent platform for your with visualizations right here: If you need a video tutorial, take a look at this video: tradesviz.com/data13f/. To know more about this feature, visit this page: https://www.tradesviz.com/blog/13fdata/.

Where can I see my PnL vs price range chart?

In your dashboard, click on the "Trades analysis charts" tab and then select "Profit and loss" and you should be able to see a chart with the title "PnL vs Price range". Note that you can change the bins of the price ranges by clicking on the "Price range" dropdown on the navbar at the top.

Where can I see my PnL vs time of day chart?

In your dashboard, click on the "Trades analysis charts" tab and then select "Profit and loss" scroll down and you should be able to see a chart with the title "PnL vs Time". Note that you can change the interval by clicking on the "Time interval" dropdown on the navbar at the top.

Where can I see my risk/reward charts/statistics?

You can view your pnl statistics with respect to option risk/reward by viewing the charts under the "Performance metrics charts" tab on the left side of your dashboard and then clicking on "General metrics".

Where can I see my symbol treemap chart based on PnL?

You can view this chart by clicking on the "Performance metrics charts" tab on the left side of your dashboard and then clicking on "Treemaps" and then selecting the type of treemap you want to view.

Where can I see the current un-realized PnL of my open trades?

This is available in the "Trade info" box in the trade explore view of any open trade and also as a column in the trades table.

Where can I view my total PnL?

The "Total PnL" display in the dashboard is only for the date range shown below the text. To view your FULL ACCOUNT total pnl over all trading days, click on the "Overall statistics" under "Summary" tab and check the first few boxes. You should be able to view total Pnl numbers here for all your selected trading accounts.

Where can I view options specific analytics charts?

Yes! You can view your pnl statistics with respect to option greeks and IV by viewing the charts under the "Options trades analysis charts" tab on the left side of your dashboard.

Where do I add deposits/withdrawals?

Click on the "Equity curve" sub-tab under "Summary" tab on the left side of your dashboard and click on "Add Transaction" under Transaction actions dropdown.

Where do I manage my old imports and download original import files?

Go to tradesviz.com/import and select "Export/Manage" and then select "Existing Uploads". Once you select a trading account, you will see a list of the trades files you have imported into this account. Now, you can delete or download these imports.

Where do I see fundamentals of a symbol?

You can go to tradesviz.com/fundamentals/ and enter the symbol on the top right corner or click on the book icon in the top right corner of the trade explore view of each trade. To know more about this feature, visit this page: https://www.tradesviz.com/blog/fundamental-data/

Where do I see my month-by-month PnL?

You can view this chart by clicking on the "Date charts" tab on the left side of your dashboard and then selecting the "Calendar grouped charts".

Where do I see my monthly calendar?

Click on the "Calendar" on the left side of your dashboard and click on "Month view" to view your monthly PnL calendar.

Where do I see my overall equity curve?

You can view this chart by clicking on the "Overview" tab on the left side of your dashboard and then clicking on "Money transactions".

Where do I see my year-by-year PnL?

You can view this chart by clicking on the "Date charts" tab on the left side of your dashboard and then selecting the "Calendar grouped charts".

Where do I view my PnL/Volume/Win-rate curve over a long period of time?

You can view this chart by clicking on the "Date charts" tab on the left side of your dashboard and then selecting the "Day-grouped charts".

Why Total PnL on my dashboard is wrong?

It is not wrong, but it is only for the date range shown below the text. If you think this is not the reason, the other reason could be a misunderstanding on when the pnl is displayed for each trade. Also, the percentage change is based on Pnl change (from left to right side) in the chart below it. It is NOT your account returns. To get account returns visit Equity curve tab under Summary section and add your deposits.

Why are my executions not plotted correctly in the trade chart?

Please make sure that the timezone of your trade is correctly matched during import. For example, if you are using IBKR platform, the executions are always reported in exchange timezone and so you have to select the exchange timezone during the import - not your local timezone. This depends on the broker/platform you are using and you will have to change the timezone settings in the import page accordingly.

Why are my newly added executions are not showing up in chart?

The static charts are saved as images on our servers since we allow drawings and writings on the charts. If you want to update your charts with new/updated executions, then you can either click on "Refresh chart" after clicking on the gear icon when hovering over the chart you want to refresh or simply click on "Refresh all charts" by clicking on the 3-dots icon on the top right corner of the charts container.

Why aren't any trades showing up in my dashboard?

There could be many reasons - most common is to make sure you have not selected any particular filters that could filter out all your trades. Check your filters by clicking on "Filters" button on the top right and reset them by clicking on reset filters button and also check your date range on the top right corner - make sure to set it to "Full range".

Why can't I see commissions/fees from my import?

It is because either the import file you used did not contain any commissions or fees information or you are not on Pro version. Commissions and fees are available only on the pro version.

Why does the Total PnL chart only show most recent days?

The goal of the dashboard is to show only your recent statistics. As such, the default is always 60 trading days but you can select to view your entire trading history by selecting "All days" in the "Trading History" dropdown filter side bar by clicking on "Filters".

Why is my 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.

Why is the end date of Total PnL not the same as the end date of date filter on the top right?

The date filter shows you the entire range of all executions made in your selected accounts. But the range in the end date only shows the end dates of fully closed trades.

Updated on: 12/08/2024