Category: How-To

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Multiple auto-generated charts

Learn how to set global default chart settings so that multiple charts according to your specifications are automatically generated for every trade imported from your broker's export files.

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How to efficiently filter trades

"Show all winning trades from 2018 where volume was more than 100 shares" "Show all SPY trades where the pnl is between 10 and 200 dollars and the trade lasted for a few minutes" Did you know you can query from the trades table to extract exactly what you want using the filter boxes under the tables? Learn more in this post!

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Accessing 13F filings data of companies

Another research feature on TradeViz: Visualize millions of SEC 13F filings of companies and stocks with charts, tables etc., Learn how and what the smart money is doing in the market!

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New feature: Notes view

View all your journal notes in once place! tag, edit, filter from 100s of your notes quickly and efficiently!

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Shared accounts: Comments and notes on trades

Learn how to add notes, comments to shared user's trades and trading days!