Frequently Asked Questions
Browse through our list of always-updated FAQs below. If you still need assistance or have any questions, please do not hesitate to contact us using the form at the bottom of this page.
If you have product usage specific questions, take a look at our TradesViz usage specific FAQ here.
Yes! You will immediately be put on a 7-day free trial if you sign up and subscribe (by visiting the subscription management page) to Pro or Platinum tier. No charges will be made if you cancel during the 7-day free trial period.
We have full support for the following asset classes:
- Stock and Stock Options
- Future and Future Options
- Index Options
At the moment, we have market data support for Australia, Canada, India and USA. If you want us to support the market you trade in, please contact us at [email protected]. For just importing or adding trades, all trades made in nearly any currency is compatible with TradesViz. You can also convert all your trade's currencies to your own base currency.
Yes! We have mobile apps for both Android and iOS:
You can view the full list here: https://tradesviz.com/brokers
Yes! We do have that feature for specific brokers. You can view the full list of supported brokers here: https://www.tradesviz.com/blog/auto-import-trades/
Yes - up to 1-minute intervals! We have a very flexible chart plotting and management system which allows you to not only plot price, but also plot several technical indicators and view them in an interactive format. For more info, read our blog posts on charting here. In addition to this, you can also view TradingView charts. Learn more about them here.
We are constantly adding brokers to our platform. If you broker is not currently supported, please contact us at [email protected] with a sample of the trades file you are trying import into TradesViz.
Yes! We support all major currencies and timezones! Even if you trade's base currency different from your native currency, you can choose to convert it by accessing your account setting and then going to the "Global account settings". This will the currency related statistics (charts, overview) will be changed to the currency of your choice and the same is applicable for any time-related data if you choose to change your base timezone.
You can learn how to create your own dashboard and set as your home page here.
Although it's highly likely that we already have a trade stat you are looking for, you can still add you own 100% custom metric either via custom columns in pivot table or via a plan attribute on a trade plan and attach it to a trade.
The PnL in the Daily Statistics only show you total PnL of your recent trading period. The period is determined by "Trading history" drop down at the top of the this tab. Note that you will also see the date range below the PnL and the PnL change % boxes - the PnL reported is only for this particular range. If you want to view your total PnL, then take a look at the "Overall statistics" tab or the "Money transactions" tab for a full equity curve.
By default, all reporting of PnL is done based on open date. For example, if you open a date on 10th October 2020 and close it on 15th October 2020, the PnL for this trade will be associated with 10th October 2020 (the open date). We believe that open date-based PnL is the correct format for trading performance analysis because open of a trade is what matters more when you analyze your trades with respect to PnL performance over a period of time. However, we understand that this can be confusing at times so we do have an option in the settings page which allows you to switch between the 2 modes (open-date based and close-date based reporting).
No. We do not offer refunds for any subscription purchases. But any upgrades to higher tiers (monthly to yearly) is automatically prorated.
- Log in to your account click on the 3 lines icon at the top right corner, choose "Account settings" and click on "Subscriptions" tab in the tab list on the right side. Alternatively, if you are already logged in, you can visit your subscriptions page using this link.
- For Stripe subscriptions: Click on the "Stripe manange" button to open the self-serve page and cancel your subscription.
- For PayPal subscriptions: Visit your PayPal account's dashboard and navigate to subscriptions and cancel the subscription under "SMIRMATEC PRIVATE LIMITED" or "TradesViz".
- You may also send us your cancelation request by sending an email to su[email protected] from your registered email ID.
- If you need any assistance regarding subscriptions, billing, payments, please contact us at [email protected] or fill and submit the form further down in this page.
If you are on Stripe and if you want to upgrade your subscription, you can follow the same steps as mentioned above to get to the Stripe self-serve page and upgrade/downgrade your subscription.
Please note that this upgradation process is not available for PayPal subscriptions. If you wish to upgrade, please contact us at [email protected] and we will guide you.
Important: As per our terms and conditions, the above mentioned procedures are the only accepted ways to fully cancel your subscription.
Yes! Please send us more details about the feature you would like us to add to the platform by emailing us at [email protected] or you can fill and submit the form further down in this page.
Please contact us at [email protected] or fill and submit the form further down in this page. Please provide as much detail as possible about the issue you are facing.