TradesViz Product/Usage FAQ

Usage-specific TradesViz support questions, grouped by product area.

Charts & Visualization

I am looking for a chart and I cannot find it

Take a look at this reference guide:
tradesviz.com/blog/charts-statistics-reference/ (/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.

Importing & Syncing Trades

How to import my trades?

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

Trade Management

How do I manually add a trade?

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

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 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 to add/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"

Importing & Syncing Trades

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

1. Yes, it is possible to add trades/executions manually by clicking on the plus ("+") 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
import page (/import/)
. The custom/generic file uses columns such as date, time, symbol, asset_type, price, currency, quantity, commiss, tags, and notes. You can also add stop_loss and profit_target columns.

What are the different ways to import data into TradesViz?

You can add trades in multiple ways:

1. Manual file import from your broker in

tradesviz.com/import (/import)
(most common).

2. Auto-sync connection from the "Add Auto-sync Connection" tab for supported brokers.
3. API-based login-and-sync flow for selected brokers (platforms marked API-Auto-Sync in the platform list).
4. Manual trade entry from dashboard/import page for hand-entered trades.

For file imports, always follow the exact broker instructions shown on the import page.

Can I use my own custom format to import trades?

Yes, but only using TradesViz templates. Use
Custom
for execution-level files (one fill per row) and
Custom Alt
for trade-level files (one full trade per row). Download and follow the official template instructions from
tradesviz.com/import (/import)
. Please note that Custom/Custom Alt are strict schemas and are not placeholders for arbitrary CSV layouts.

My broker file format is unsupported. How can I still import it?

First, confirm whether your broker is already supported on
tradesviz.com/import (/import)
. If it is supported, please follow the broker export instructions exactly and make sure you uploaded the correct file/report type. If the broker/format is not supported, use the AI converter flow on the import page: in broker search/no-results or failed import prompts, click
Convert it with AI
, convert the file using ChatGPT/Gemini (or the provided prompt), and then import the converted CSV using
Custom
(execution-level) or
Custom Alt
(trade-level). If you want native broker support added, contact support@tradesviz.com with your broker name, a sample export file, and the exact export steps so we can evaluate support. Before upload, review converted rows for accuracy and remove personal account details before using any external AI tool.

Charts & Visualization

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.

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 do I view interactive charts?

TradingView charts are automatically shown (Pro/Platinum tiers) in the trade explore tab.
Here are all the TradingView chart features on TradesViz:

1. About TradingView charts: https://www.tradesviz.com/blog/technical-analysis-charts/
2. Chart trades view: https://www.tradesviz.com/blog/chart-trades-view/
3. Global chart templates (indicators): https://www.tradesviz.com/blog/global-tradingview-templates/
4. Chart table view: https://www.tradesviz.com/blog/tv-charts-view/

Trade Management

How can I delete my imported trades?

Go to
tradesviz.com/import (/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. In addition to this, there are two ways to delete individual trades:

1. Explore a trade (by clicking on the target icon in the trades table) and click on the Delete button at the top right corner
2. To delete many trades at once, use group apply.

More info here: https://www.tradesviz.com/blog/table-group-trade-operations/
Video here: https://www.youtube.com/watch?v=fTrupebt0kw

How to remove the sample import/sample imported trades?

Go to
tradesviz.com/import (/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".

Account Settings

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 (/accounts/settings)
and change the timezone of your account.

Importing & Syncing Trades

How to auto-sync trades/add auto-sync connection/connect my broker?

Go to
tradesviz.com/import (/import)
, select "Auto import trades", select the trading account and broker you want to connect, and click "Connect" to establish the connection. Once the connection is established, TradesViz syncs it automatically once every 24 hours. The exact sync time is not guaranteed because there are many thousands of connections, but daily sync usually starts after 6 PM ET. If available, the "Sync" button can be used for an on-demand/manual sync.

I am not able to sync my TD-Ameritrade/Schwab 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 or re-using an API code. Please check our detailed blog post here: https://www.tradesviz.com/blog/auto-import-schwab/. If you still have issues, please contact us at support@tradesviz.com.

Trade Management

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" or right click on a row and click on delete trade. Important: if the trade came from broker auto-sync or a file import, deleting it alone does not permanently block the same broker execution from being imported again. TradesViz de-duplicates incoming executions against executions currently in the database using execution timestamp plus symbol. If you delete the execution, it is no longer present for that check. To prevent it from affecting P&L/statistics without reappearing, edit the existing trade/execution quantity and price to 0. If you want it removed completely, delete it and move the auto-sync connection Sync from date to after that trade date before syncing again.

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

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

Dashboard & Filters

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".

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.

Troubleshooting

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".

Dashboard & Filters

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/ (https://www.tradesviz.com/blog/grid-complete-guide/)
.

Performance Analytics

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/ (https://www.tradesviz.com/blog/interactive-charts/)
.

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.

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.

Subscription & Pricing

Can I sync trades from my broker on the free version?

Yes, you can sync stock trades from any of the supported brokers. For syncing or importing non-stock trades, please consider starting a subscription of Pro or Platinum tier subscription.

Dashboard & Filters

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".

Performance Analytics

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.

Dashboard & Filters

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.

Account Settings

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

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

Performance Analytics

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.

Dashboard & Filters

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.

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.

Charts & Visualization

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

Click on any data point of any chart.

Performance Analytics

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/ (https://www.tradesviz.com/blog/trades-analysis-compare-trades/)

Charts & Visualization

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 "Chart settings" > "Time interval" dropdown on the navbar at the top.

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.

Performance Analytics

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.

Charts & Visualization

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.

Performance Analytics

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

You can view your pnl statistics with respect to option risk/reward by viewing any tab charts under the "Performance metrics and Ratios" section on the left side of your dashboard and then clicking on the stat you want by choosing from the "Chart setting" > "Metric type" dropdown.

Charts & Visualization

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 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".

Performance Analytics

Where do I see my overall equity curve?

You can view this chart by clicking on the "Summary" tab on the left side of your dashboard and then clicking on "Equity Curve".

Charts & Visualization

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".

Performance Analytics

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. You can also check all open trade stats in a dedicated open trade summary tab under Summary section of your dashboard: https://www.tradesviz.com/blog/open-trades-summary/

Tables & Data

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.

Dashboard & Filters

How to edit the dashboard/home page?

There are two ways to do this: First is to create a
custom dashboard (https://www.tradesviz.com/blog/custom-dashboard/)
and save it as home page, the second is to select one of the 4 pre-defined home page/overview tab types.

Tables & Data

How to preserve/save 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.

Performance Analytics

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.

Additional Features

Where do I see fundamentals of a symbol?

You can go to
tradesviz.com/fundamentals/ (/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/ (https://www.tradesviz.com/blog/fundamental-data/)

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/ (https://www.tradesviz.com/blog/sharing-trades-days-accounts/)
.

How can I share my account with someone?

Go to
tradesviz.com/accounts/sharing/ (/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/ (https://www.tradesviz.com/blog/sharing-trades-days-accounts/)
.

Account 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.

Charts & Visualization

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.

Trade Management

How can I explore a trade?

To explore a trade, click on the target icon on the left side of any 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.

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.

Troubleshooting

My Metatrader PnL is incorrect - how can I fix it?

There are 2 reasons: If your broker allows multiple positions for the same trade, you need to use MetaTrader 5 (Alt) as the platform in the import page. If that also does not fix it, then there may be a symbol multiplier/leverage issue which can be fixed from our side within 24 hrs. Just email the HTML file to support@tradesviz.com and we will fix it for you.

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.

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.

Trade Management

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 (https://youtu.be/87eJ3kSIoAw?t=327)
.

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 (https://youtu.be/87eJ3kSIoAw?t=327)
.

Troubleshooting

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.

Additional Features

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

You can analyze SEC 13-F documents on TradesViz with helpful visualizations here:
tradesviz.com/data13f/ (/data13f/)
. To know more about this feature, visit this page:
https://www.tradesviz.com/blog/13fdata/ (https://www.tradesviz.com/blog/13fdata/)
.

Importing & Syncing Trades

How can I download/export all my trades?

To export all your trades or executions, go to
tradesviz.com/import (/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".

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

Go to
tradesviz.com/import (/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.

Dashboard & Filters

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 an asset type dropdown. Select the asset types you want to view and then click "Apply".

Performance Analytics

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 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/ (https://www.tradesviz.com/blog/equity-curve-compare-symbol/)

Account Settings

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.

Importing & Syncing Trades

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. or simply select "Scalper/stock settings" profile in the same section.

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.

Account Settings

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

You can do this by going to
tradesviz.com/accounts/tradingaccounts (/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. Alternatively, you can also use advanced commissions/fees profile for more fine-grained control: https://www.tradesviz.com/blog/advanced-commissions-profiles/.

How do I change currency of all my PnL statistics?

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

How do I change timezone of all my trades?

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

Trade Management

Can I add a custom non-supported ticker as 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.

Account Settings

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

Go to
tradesviz.com/accounts/settings (/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.

Trade Management

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 separate individual trade, you can use the group apply function to merge the 2 trades.

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 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 (/blog/tab-explore-trade/)
. Closing a trade is simply adding an execution in the direction opposite to the existing position of the trade.

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 (/blog/tab-explore-trade/)
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.

Tables & Data

How can I save the state of my trades table?/My tables keep resetting after rearranging columns

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 here to learn more about tables and table related settings in TradesViz (/accounts/settings)
.

Performance Analytics

Why is my R-value empty?

For R-values and R-value related stats to be generated, you need to fill in the stop loss for your trades. This can be done by editing the trade by either:

1. Clicking on the pencil icon in the trades table
2. Editing the trade via

trade explore page (/blog/tab-explore-trade/)

3. By applying

group apply (/blog/table-group-trade-operations/)
in trades table

4. By using

advanced target profiles (/blog/advanced-targets-profiles/)
.

Why is my MFE/MAE or other stats empty or N/A?

For current day trades, MFE/MAE, Best exit etc., are calculated after EOD or next day. For historical trades, you should see MFE/MAE after EOD of import/sync of your files or you can also force recalculate the trade to make the system generate MFE/MAE if data exists:
Here is how you can re-calculate your trades:

1. To recalculate any single trade, explore the trade by clicking on the target button next to the trade in the trades table and click on the "Recalculate" button above the executions table.
2. To recalculate many trades at once, you can use the group apply function. In the trades table, shift/control-select the trades you want to recalculate and click on the "Group apply" button at the top of the table. Now scroll down and click on "Re-calculate all selected trades" option and click "Save changes"

More Info:
https://www.tradesviz.com/blog/advanced-stats/ (/blog/advanced-stats/)

Subscription & Pricing

Why are only some trades imported?

If you are on the free plan, only stock trades are imported. Please start a trial or consider upgrading to Pro/Platinum to import all asset types.
https://www.tradesviz.com/pricing/ (/pricing/)
https://www.tradesviz.com/accounts/subscription/ (/accounts/subscription/)

Importing & Syncing Trades

After syncing/auto-sync my connection to my broker, I do not see all the trades

All brokers have limits on how much history is provided from the broker side. These are limitations of the brokers and not of TradesViz. We provide approximate limitations based on API guidelines in an information box in the connection popup when you establish the connection. We highly suggest
importing all your historical data (/import/)
manually once and then setting up auto-sync connection with sync from date after the last trade in your account to ensure seamless continuity of data.

My Interactive Brokers (IBKR) connection is not working

This can be due to 3 reasons:

1. If your connection was previously working, then your token may have expired. You need to re-generate a new token by following the first few steps of this page:

https://www.tradesviz.com/blog/auto-import-interactive-brokers/
(Choosing a longer expiry token is better if you do not want to do this process frequently.)
After you get the new token, click "Edit" in the connections list, paste the new token, and save the connection.
(There is no need to make any changes to your flex query. You can re-use the flex ID)
Now you can sync your IBKR connection again.

2. When establishing connection, you checked the "web service query" checkbox but used flex query input. Please make sure NOT to check the "web service query" checkbox.
3. IBKR servers are under maintenance

If your connection is working, but if you do not see any trades, please make sure to setup both flex and trade confirm queries. More info: https://www.tradesviz.com/blog/auto-import-interactive-brokers/

Trade Management

How to add many tags at once?

You can add many tags to be used in your trades using the bulk add tags function in your account settings: /accounts/settings/#bulkaddtags.
More info: https://www.tradesviz.com/blog/bulk-add-tags/

Dashboard & Filters

How can I switch to charts/stats to R-value or points in dashboard?

You can switch between PnL, R-value, Points, Ticks in the dashboards using the toggles in the filter section. Click on the filters button at the top of your dashboard and select the type of visualization you want under Charts Type.

Charts & Visualization

How can I preserve/save the chart indicators and settings?

Use custom TradingView templates and apply them to all your charts in TradesViz. Check here for more info: https://www.tradesviz.com/blog/global-tradingview-templates/

Subscription & Pricing

In the subscription page, I see a Stripe option, but I do not have a "Stripe account". What is that?

Stripe is just a credit card payment gateway. There is no need for a Stripe account to use Stripe checkout on TradesViz.

Importing & Syncing Trades

Why did my Schwab auto-sync connection stop working?

Schwab auto-sync connections have an expiry of 7 days (limit set by Schwab API). Therefore, you need to refresh your connection by clicking on "Refresh connection" in the connections list page in your import page. After connection is refreshed, you should be able to sync.

Subscription & Pricing

Can I use TradesViz for free?

Yes! We do have a 100% free tier that you can use (www.tradesviz.com/pricing/). There are some limitations like the asset types you can import, but it is great for getting started with basic trade journaling. We also have a 100% free trial (www.tradesviz.com/accounts/subscription) of Pro or Platinum plans in case you wish to import more asset types and/or explore more features!

Troubleshooting

I am not able to import my trades/import not working/error on import

If you are seeing errors on import, it is likely that your import file (format or data) is incorrect and unsupported by our module. Please check the instructions for your broker on www.tradesviz.com/import and try importing with the correct file.
If your broker/platform is not supported or you followed the instructions and still see import errors, please email support@tradesviz.com with: 1. broker/platform name and website, 2. exported file of your orders/executions in CSV, XLS, XLSX, or TXT format with at least date, time, symbol, price, and quantity, and 3. the export instructions you used, including the website/platform, buttons clicked, and options selected. Once we get this information, we can begin constructing a dedicated import module for that broker/platform. This may take 2-3 days depending on the quality of the export file and instructions.

My PnL numbers or statistics are incorrect or not matching with my broker/Incorrect data

If you are having issues with pnl or statistics, please make sure to provide full information about the issue you are having to as an email to support@tradesviz.com. This helps us help you with an effective solution. Below is the information we would ideally require from you:

1. Your trading account name on TradesViz
2. Your broker/platform name
3. Are you using auto or manual imports?
4. If you are using manual imports, please share the file that resulted in problematic data in his chat or you can send it to support@tradesviz.com
5. What numbers do you expect vs what are you seeing?
6. Share screenshots of the issue if applicable (support@tradesviz.com)

Charts & Visualization

Why can't I see pre market and post market data?

Pre/Post-market data is only available for 1,2,3 minute charts and is updated next day for current day (~16 hrs delay). You should be able to view data for all historical dates. Also, the pre/post market data setting/toggle on Tradingview charts does not have any effect. You need to make sure "Use only regular trading hours for all charts?" in account settings is unchecked.

Account Settings

I am not able to see my account deposits/value

We do not import deposits/withdrawals from your broker. You need to add these manually in the Equity curve tab under Summary section of your dashboard. More info here:
https://www.tradesviz.com/blog/deposits-withdrawls/ (https://www.tradesviz.com/blog/deposits-withdrawls/)

Troubleshooting

I am not able to login to TradesViz or I cannot see any data after logging in

First try clearing your cache and cookies.
To clear your cache for TradesViz, click on the settings/info icon in your URL bar and click on cookies and manage data section.
In the popup that appears, click on the trash can icon next to all TradesViz lines.
Here is a video that can help you:
Watch Cache Reset Tutorial (https://tradesviz-public.us-ord-1.linodeobjects.com/resources/tradesviz_cache_reset.mp4)
.
You should be able to login now and see your data.
If you are still not able to login or see any data, please contact us at support@tradesviz.com.

I cannot log into the iOS app with my Google account

Please create a password for your TradesViz account by going to the login page on the website and clicking on "Forgot password?". After you reset your password, you should be able to log into the iOS app with your email/username and password.

Importing & Syncing Trades

I am not able to see all my trades synced after establishing auto-sync connection

This is likely because you have not imported all your historical trades. All brokers/platforms have limits on how much data provided via auto-sync. Please make sure to import all your historical trades first and then set up the auto-sync connection with a sync from date after the last trade in your account to ensure seamless continuity of data.

Subscription & Pricing

I want to upgrade/downgrade my subscription plan

You can do this by going to
tradesviz.com/accounts/subscription/ (/accounts/subscription/)
and clicking on "Stripe Manage" if you paid via Stripe. Please note that it is not possible to change plans if you paid via PayPal. In that case, you will have to cancel your subscription and then start a new subscription with the plan you want. Contact us at support@tradesviz.com for assistance with PayPal-based subscriptions.

Charts & Visualization

Can I view entry/exit points on the chart?

Yes! You can view entry/exit markers along with each individual execution on the chart. To do this, explore any trade by clicking on the target icon on the left side of the trades table. In the trade explore view, you should be able to see the TradingView chart with your markers at the top.

Can I view all my trades in a single chart?

Yes! You can view all your trades in a single chart by going to the "Trades charts" tab on the left side of your dashboard (under "Tables") and then enter the symbol you want to view the trades on chart for. More info about this feature can be found here:
https://www.tradesviz.com/blog/chart-trades-view/ (https://www.tradesviz.com/blog/chart-trades-view/)

Subscription & Pricing

How can I apply coupon codes to my subscription/trial?

You can apply coupon codes to your subscription/trial by going to
tradesviz.com/accounts/subscription/ (/accounts/subscription/)
and entering coupon by clicking on "Stripe checkout". Note that you can only apply coupon codes to new subscriptions or trials. Coupon codes are normally applied only to the first billing cycle. During offer periods, you do not need to enter any coupon code if you wish to checkout via Paypal. At other times, it is not possible to enter any coupons via Paypal. If you need any assistance with coupon codes, please contact us at support@tradesviz.com

How can I upgrade my subscription with a coupon code?

Upgrades with coupons/discounts need to be done from our side. Please contact us at support@tradesviz.com for further assistance.

Do you have any current offers?

Please check our
pricing page (/pricing/)
for current offers. If you are a new user, you can also get a 7-day free trial of Pro or Platinum plans by going to
tradesviz.com/accounts/subscription/ (/accounts/subscription/)
.

How to cancel my subscription?

You can cancel your subscription by going to
tradesviz.com/accounts/subscription/ (/accounts/subscription/)
and clicking on "Stripe Manage" if you paid via Stripe. Please note that it is not possible to cancel your subscription on TradesViz itself if you paid via PayPal. In that case, you will have to cancel your subscription from your PayPal account. If you need any assistance with cancelling your subscription, please contact us at support@tradesviz.com.

Additional Features

What exchanges do you support?

TradesViz officially supports US, India, Canada, Australian exchanges and can show OHLC data for these stocks. However, you can import trades from any exchange as long as you have the trades in a supported format. For more information on supported formats, please visit our
import page (/import/)
. Finally, we have support for all global indices, forex and cryptocurrency.

Charts & Visualization

How can I edit/change the delayed chart in trade explore view?

You cannot change any attributes of the delayed chart in the trade explore view as it is a widget from TradingView. Only TradingView chart at the top that shows your executions can be edited to show different timeframes by default etc., More info:
https://www.tradesviz.com/blog/global-tradingview-templates/ (https://www.tradesviz.com/blog/global-tradingview-templates/)
.

Troubleshooting

All my data is gone, I cannot see any trades or statistics

This is because of your filters. Make sure to reset your filters by clicking on the "Reset filters" button on the top right corner of your dashboard (Functions button) and make sure to set the date range as "Full range" by clicking on the calendar. If you still do not see any trades, please make sure that you have imported trades into your account. If you are new to TradesViz, please check out our
getting started guide (/blog/getting-started-with-tradesviz/)
.

I just imported/synced my trades, but I do not see any trades in the trades table even after resetting filters

If you are on free account, you can only import stock trades so if your file/sync had non-stock data, they will not be imported. If you are on Pro/Platinum plan and you are not able to see any data, please make sure your import file has the correct format and data. You can check the import instructions for your broker/platform on our
import page (/import/)
. If you are still having issues, please contact us at support@tradesviz.com

I cannot see the OHLC/chart data for my trades

There are a few reasons you are not seeing data in your charts:
You are on the free plan and you have imported non-stock trades. OHLC data is only available for stocks on the free plan.
You are using a custom symbol that is not recognized by TradesViz. Please make sure to use a valid symbol that is recognized by TradesViz.
You may be viewing data for a trade made on the same day. We get our data only after EOD (delayed) for most asset types so please check after some time.
If you are still having issues, please contact us at support@tradesviz.com

Account Settings

How can I reset all and start from scratch?

You can reset your account by going to
tradesviz.com/accounts/tradingaccounts/ (/accounts/tradingaccounts/)
and clicking on "Clear". This will delete all your trades, executions, and imported data including notes, tags and images. Please note that this action is irreversible and you will lose all your data. Make sure to export your trades before resetting your account if you want to keep a copy of your trades. You can export your trades by going to
tradesviz.com/import/ (/import/)
and selecting "Export/Manage" and then selecting "Existing Uploads".

How can I delete a trading account?

You can delete your account by going to
tradesviz.com/accounts/tradingaccounts/ (/accounts/tradingaccounts/)
and clicking on "Delete account". This will delete all your trades, executions, and imported data including notes, tags and images. Please note that this action is irreversible and you will lose all your data. Make sure to export your trades before resetting your account if you want to keep a copy of your trades. You can export your trades by going to
tradesviz.com/import/ (/import/)
and selecting "Export/Manage" and then selecting "Existing Uploads".
Finally, please note that if you are on a free/basic account, you cannot remove the last/only trading account left. Instead, you can simply clear the account, which is the same as deleting and re-adding a new trading account.

How can I delete my TradesViz account?

To request for account deletion, please send an email to support@tradesviz.com from your registered email address with the subject "Account Deletion Request". Please note that this action is irreversible and you will lose all your data. Make sure to export your trades before requesting for account deletion if you want to keep a copy of your trades. You can export your trades by going to
tradesviz.com/import/ (/import/)
and selecting "Export/Manage" and then selecting "Existing Uploads".

Additional Features

Can I change language of TradesViz?

No. At the moment, all of our UI/Dashboard is only in English. However, you can use the Google Translate extension in your browser to translate the entire page to your preferred language. We are working on adding support for multiple languages in the future.

Troubleshooting

Why do all my calendar entries show 0.00 PnL?

This is likely because you have enabled "Use R-value" in the calendar tab. Please un-check that. R-value uses stop loss to calculate the R-value and if you have not set stop loss for your trades, it will show 0.00 PnL in the calendar. If you want to use R-value, please make sure to set stop loss for your trades.

Performance Analytics

Why is realized pnl on calendar different from daily pnl on the charts?

The realized pnl on the calendar is the total pnl for all trades executed on that day, while the daily pnl on the charts is the pnl for the trades close on that day. For example, if you opened a position on 10th, partially closed it on 11th and fully closed it on 12th, the realized pnl on the calendar for 10th and 11th will be the pnl for the executions realized on those days, while the daily pnl for the entire trade will shown on the closing date (12th). So the calendar shows the pnl for all trades executed on that day, while the charts show the pnl for trades closed on that day. You can change in your
account settings (/accounts/settings/)
to set trades to be shown based on close date (default) or open date.

Troubleshooting

I see trades that are supposed to be closed, but they are still showing as open in the trades table

This is likely because you have not added the closing execution for the trade or the opening execution was missing from your import. To close a trade, you need to add a closing execution in the opposite direction of the existing position. You can do this by exploring the trade and clicking on the "Add" button in the trade explore view. If you have already added the closing execution as a separate individual trade, you can use the group apply function to merge the two trades. Alternatively, before doing this, we suggest making sure that you have imported all your historical data.

Charts & Visualization

Why can't I see VWAP in my TradingView chart even after adding it?

This could be because the current data or the number of bars in the chart is not enough to calculate VWAP. Please make sure that you have enough data in the chart to calculate VWAP by zooming out so more bars are visible in the chart. Also, make sure that you have selected the correct timeframe for the chart. VWAP is calculated based on the volume and price of the bars in the chart, so if there are not enough bars or if the data is not available, VWAP will not be displayed.

Performance Analytics

Do you calculate unrealized PnL?

Yes, we calculate unrealized PnL for all open trades where the last trade is within the last 15 calendar days. For older trades, you need to recalculate them. Unrealized PnL is supported for all assets in the exchanges we support from US, IN, CA & AU markets. The price used is the last EOD close, and this is typically updated a few hours after close or by the next day before open at the latest. If you are not seeing unrealized PnL for your trades, please try clicking on the recalculate button in the trade explore view or use the group apply function to recalculate all trades in the trades table.

Troubleshooting

My trades are combined/merged even after I split them before importing. Why is that?

TradesViz uses a combination of symbol, date, and time to determine if trades should be merged or not in addition to if they are open or closed. If a trade is open, there will be splitting and merging - this cannot be avoided. If you are seeing fully closed trades split or merged differently, try using the default advanced import settings profile when importing.

I don't see my SPX/SPXW trades. Why is that?

SPX/SPXW are mapped to GSPC for some brokers. Try searching for GSPC in your trades table. This change/mapping does not affect your analysis, charting or any features of TradesViz related to viewing or exploring the trade.

Why am I seeing different data on website versus Mobile (Android/iOS) app?

Make sure you are using the same filters on both platforms if you wish to compare data cross platform. Selected trading accounts, selected date range, net/gross, and other filters should be the same on app as well as the website for the data to be same because both website and application charts/tables get data from the same central source.

Trade Management

How do I handle stock name changes or ticker symbol changes?

This is a two step process:

1. Explore the trade for which the name has changed and add a new execution (you can copy the existing execution also) with price and quantity as zero. Edit the original execution price and quantity to be zero - this is so that this old "dummy" trade does not affect our analysis.
2. Now explore into the NEW trade (with changed symbol) and add the original execution details (price, quantity, date etc.,) here. This way, the trade will be analyzed correctly and the symbol/name change will be handled properly.

Troubleshooting

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

TradesViz is a heavily JavaScript-based application and any slowness/lag is almost always caused by browser extensions or browser settings interfering with our scripts (ad blockers, privacy extensions, script blockers, translation extensions, password managers, etc.,) and not the application itself.
Quick test:
Open TradesViz in an Incognito/Private window with all extensions disabled - this is the true measure of TradesViz's actual speed on your machine. If the application is fast in incognito mode, then one of your extensions is the cause.
Steps to diagnose:

1. Open an incognito/private window (Chrome/Edge: Ctrl+Shift+N, Firefox: Ctrl+Shift+P) and log in to TradesViz - check if the slowness is gone.
2. If incognito is fast, go back to your normal browser and disable extensions one by one (especially ad blockers, privacy/security extensions, and script blockers) to find the culprit.
3. Make sure hardware acceleration is enabled in your browser settings.
4. Try a different browser (Chrome, Edge, Firefox) to rule out browser-specific issues.

If TradesViz is still slow even in incognito mode with no extensions, please
contact us (/contact/)
with details about your browser and OS so we can investigate further.

Trade Management

Where did my plans section go in the trade explore?

If you do not see your plans section or advanced metrics in trade explore, makes sure you click on "Advanced" toggle button at the top right corner of the trade explore view. This will show all your plans and advanced metrics in the trade explore view.

Updated on: 17/07/2026