Apr 2026 to Aug 2026 Updates: AI Coach, Plaid Sync, Exit Insights, Mobile V3, Options Backtesting & More
TradesViz's April-August 2026 changelog: AI Coach, Plaid sync, Exit Insights, Mobile V3, Options Simulator Greeks, backtesting, and more.
Guides, changelogs, deep dives and everything trade journaling.
TradesViz's April-August 2026 changelog: AI Coach, Plaid sync, Exit Insights, Mobile V3, Options Simulator Greeks, backtesting, and more.
Tags v2 as default, Simulator Simple Mode, Import Doctor, sidebar search, AI notes on every chart, faster options flow + 60+ broker fixes - TradesViz Apr–May 2026 QoL changelog.
Everything new in TradesViz from January to April 2026. This trading journal changelog covers 10+ major features including the Real-Time Stock Screener, Prop Firm Compliance Center, Custom TradingView Indicators, Multi-Chart views, DAS Trader Pro auto-sync, 12 new crypto and broker auto-sync integrations, AI-powered trade summaries, a revamped seasonality page, drawdown visualization, and 50+ broker fixes. See every update to the most advanced online trading journal for stocks, options, futures, forex, and crypto.
Automated prop firm compliance for 20 firms and 65 account configurations. Drawdown tracking, profit targets, consistency scoring, multi-account overview, retroactive evaluation simulation with rolling-window pass rates, and real-time challenge mode in the trading simulator.
Introducing the Drawdown View - a new way to visualize running PnL charts for multiple trades at once. Quickly scan through your trades to spot drawdown patterns, compare MFE/MAE stats, and see how long you spent in profit vs loss across your positions. Perfect for identifying risk management patterns and exit timing issues without clicking into each trade individually.
H2 2025 brought massive upgrades: The launch of the Options Command Center, AI Trade Chat, and a completely rebuilt Mobile App v2. Read the full recap of our Benzinga FinTech Award nomination, running PnL for spreads, and six months of rapid innovation.
Introducing TradesViz's new Options Command Center Dashboard - a portfolio management hub for options traders. View aggregated Greeks (Delta, Gamma, Theta, Vega) across all positions, group multi-leg strategies with tags, analyze capital at risk with interactive treemaps, and track position-level details with drill-down leg views.
AI Q&A, AI notes, AI summary, and the next AI feature of TradesViz is here: It is not possible to chat with your trades and ask ANY questions. Experience the most advanced AI trade chat with internal chain-of-thinking and structured answering capabilities.
This comprehensive guide explains how to calculate and analyze, and use R-value and Profit Factor in TradesViz using powerful features such as the General Statistics dashboard, Pivot Grid analysis, AI Query tool, and Custom Dashboards to identify your most profitable setups and optimize your trading strategy.
Learn how to generate custom stats, and use those custom stats to calculate and create calculated custom stats - the first time in an online trading journal! All of this is possible within TradesViz with pivot grids' new improvements related to custom columns and trade plans!
Another 7 months of non-stop updates, refinements, and one-of-a-kind features. Goals tracking, risk simulator, new auto-sync features, and a lot more are among the changes in this changelog! Our focus is 100% on providing you with the highest value possible. Read on to learn more about our updates and upcoming features!
Explore tens of thousands of stocks from supported exchanges/countries using AI right here on TradesViz. Just like our AI Q&A, you can now query stock fundamentals using our new AI agent.