blog-post-image
By TradesViz On in Core UI

TradesViz Notes Tab - TradesViz v2.0 Updates

Adding, updating, and learning from notes is the cornerstone of journaling. TradesViz v2.0 brings a great deal of improvements to the dedicated notes tab on TradesViz - the only trading journal to have a dedicated suite of features for managing notes.


blog-post-image
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!


blog-post-image
By TradesViz On in Core UI

Adding deposits and withdrawls to your trading accounts (TradesViz v2.0 Update)

Monitor your entire account value with deposits and withdrawals tracking within TradesViz! [NEW] Updated with 2024 features and tips based on TradesViz v2.0 UI!


blog-post-image
By TradesViz On in Core UI

TradesViz Day Calendar Tab - TradesViz v2.0 Updates

One of the most important and most visited tabs is the PnL calendar tab on TradesViz. It's not just a static calendar. It's a lot more than that. Learn about all the features and tips about the calendar tab in this blog post!


blog-post-image
By TradesViz On in Auto Import Trades

Auto import trades from Charles Schwab

Learn how to link your TradesViz account to your Schwab account to automatically sync trades with your TradesViz account!