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By TradesViz On in How-To

Building your own custom trading reports and save filters (TradesViz v2.0 update)

Build custom trade reports using charts and global filters. Save them and change your general dashboard to customized reports with specific filters! Combine this with custom dashboards and lock unlimited varieties of trading dashboard reports!


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By TradesViz On in How-To

Multi-type notes template: Assign custom note types to your trades, days and more on TradesViz

Note-taking is a huge present and importance in TradesViz - so much so that we have a dedicated notes tab. With this update, we're bringing another level of flexibility to note-taking where you can dynamically select/add/insert a note template when creating/editing a note.


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By TradesViz On in How-To

Seasonality Portfolios: How to build portfolios based on seasonality data on TradesViz

Seasonality data is a great way to understand the cycles of a stock over a period of time. But what if you could leverage this data to build portfolios of many tickers each balancing out the weaknesses of the other?... Read on to understand!


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By TradesViz On in How-To

Trades table functions: Group Trade Operations (TradesViz v2.0 Update)

Add notes, tags, merge, share - a group of trades with a single click. Learn how to use the various grouping operations available in all the table views in TradesViz. [NEW] Updated with 2024 features and tips based on TradesViz v2.0 UI!


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By TradesViz On in How-To

New feature: Custom columns in Trades table

You can now create custom columns on the TradesViz trades table - another addition to the most customizable and the most versatile trading journal table in the world!