In this blog post, we will discuss how to create custom columns in the trades tables of TradesViz v2.0.
The original trades table has over 70 unique columns - every one of them can be sorted, filtered, hidden/shown, changed in size, grouped, charted, and more via the trades table and the pivot grid.
But this feature takes the number "70+" columns to potentially infinite.
Ok, so the new feature allows you to create a custom combination (think formulas) from existing columns of the trades table to create new columns that can be used for further anlaysis and charting.
Here's how you can do this.
First, navigate to your trades table click on the actions button at the top, and select "Custom Columns"
A popup will open where you can enter a formula-like input to build your columns that will be added to your trades table.
Start typing any of the 70+ base columns and you will automatically get suggestions. Select from the suggestion and you can continue with writing an entire expression based on basic arithmetic operations like: * (multiply), + (add), - (subtract), / (divide). You can also use brackets to properly nest your operations. If you see a red dot, it means the formula or the expression is invalid - you may need to re-check the brackets or make sure you selected from the dropdown when entering columns,
All the columns you create will be added at the end of the trades table:
There are infinite possibilities of what you can create with this feature.
For example, the above column is a ratio of the stop and profit targets. The one before that is the remaining open value of the trade. Here are some unique formulas
Finally, after creating the custom columns, make sure to save your grid! Click on actions and then click "Save state" to save the entire grid's state (including the custom columns) to your TradesViz profile. You can delete any custom columns via the same popup up create them with.
Some caveats so far: filtering, and sorting on custom columns only works for pivot grid - not on any of the main tables. However, charting can be done in both the tables:
We will keep refining this so that you can completely replace any Excel formula you have in your Excel sheet that is preventing you from moving completely to an online journal.