FAQ
Looking for more information?
This page covers general questions about TradesViz (pricing, features, supported brokers/assets, etc.,). If you need detailed information on how to use specific features (importing trades, charts, dashboards, tags, AI tools, troubleshooting and more), please check our Usage FAQ (Product FAQ). It has 100+ answers organized by category and is searchable.
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
- Forex
- CFD
- Cryptocurrency
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:
Android: https://play.google.com/store/apps/details?id=com.tradesviz.tradesviz_app
iOS: https://apps.apple.com/us/app/tradesviz-trading-journal/id1643338387
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/
1. Yes, it is possible to add trades/executions manually by clicking on the command button at the top left corner of your dashboard and clicking on "Add trade"
2. We do have a generic format (download link) that you can download and fill in and import by selecting "Custom" as the platform on TradesViz's import page.
Yes - up to 1-minute intervals for all asset types and 5-sec intervals for US futures! 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 your broker is not currently supported, please contact us at [email protected] with a sample of the trades file you are trying to import into TradesViz.
Yes! We support all major currencies and timezones! Even if your trade's base currency is different from your native currency, you can choose to convert it by accessing your account settings and then going to the "Global account settings". After this, 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.
Yes!
You can learn how to create your own dashboard and set it as your home page here.
Although it's highly likely that we already have a statistic you are looking for, you can still add your own 100% custom metric either via custom columns in pivot table or a plan attribute on a trade plan and attach it to a trade, or by using our unique AI query tool that can answer pretty much any trading question about your trading data.
The PnL in the Daily Statistics only show you total PnL of your recent trading period. The period is determined by "Trading history" dropdown in the filters section by clicking on "Filters" button in your dashboard. 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, TradesViz shows you GROSS PnL (this is ONLY amount gained or lost by trading). You can always switch to NET PnL by clicking on "Filters" button in your dashboard > Select the Net option and then apply filters. If you do not see a change in PnL, then it is likely that your broker/import does not have commissions/fees data. You may need to add this information manually.
You can check our main page (tradesviz.com) to check for any available offers. We also have a referral system where you and your referee can get 15% credit towards your next subscription cycle if you use our referral system. For more info, read our blog posts on our referral system here
No. We do not offer refunds for any subscription purchases. Any upgrades to higher tiers (monthly to yearly) is automatically prorated. If you have any issues or questions about billing, subscriptions or features, please do not hesitate to contact us.
- Log in to your account, click on the user profile icon at the top right corner, choose "Account settings" and click on the "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.
- Click on the "Cancel subscription" link on your subscriptions page. You will be guided through a short feedback form before your cancellation is processed.
- For Stripe subscriptions: Your subscription will be cancelled automatically at the end of your current billing period. You will retain full access until then.
- For PayPal subscriptions: TradesViz will attempt to submit the cancellation to PayPal and will confirm it only when PayPal returns a cancelled status. If PayPal does not confirm the cancellation, you must complete the cancellation directly from your PayPal account or contact [email protected] for help.
- You may also send us your cancellation request by sending an email to [email protected] from your registered email ID.
- If you need any assistance regarding subscriptions, billing or payments, please contact us at [email protected] or fill and submit the form further down on this page.
If you are on Stripe and you want to upgrade your subscription, you can click on the "Manage billing" button on the subscriptions page to open the Stripe self-serve portal where you can upgrade or downgrade your subscription.
Please note that this upgrade 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.
TradesViz is a heavily JavaScript-based application and any slowness or lag is almost always caused by browser extensions or browser settings interfering with our scripts (ad blockers, privacy extensions, script blockers, translation extensions, password managers, etc.,) and not the application itself.
Quick test: Open TradesViz in an Incognito/Private window with all extensions disabled - this is the true measure of TradesViz's actual speed on your machine. If the application is fast in incognito mode, then one of your extensions is the cause.
Steps to diagnose:
- Open an incognito/private window (Chrome/Edge:
Ctrl+Shift+N, Firefox:Ctrl+Shift+P) and log in to TradesViz - check if the slowness is gone. - If incognito is fast, go back to your normal browser and disable extensions one by one (especially ad blockers, privacy/security extensions and script blockers) to find the culprit.
- Make sure hardware acceleration is enabled in your browser settings.
- Try a different browser (Chrome, Edge, Firefox) to rule out browser-specific issues.
If TradesViz is still slow even in incognito mode with no extensions, please contact us with details about your browser and OS so we can investigate further.
What can I do with the TradesViz REST API?
Use Python, scripts or your own applications to read and search your TradesViz accounts, trades and executions, build custom reports, and manage notes and tags. With the required permissions, you can import supported executions, edit journal entries, update trade risk settings, split or merge trades, and delete selected journal data. Execution imports currently support eligible USD US stocks and fixed-multiplier USD futures, not every asset supported by the website.
Can I connect ChatGPT or Claude to my TradesViz journal using MCP?
Yes. Connect a compatible ChatGPT, Claude or other MCP client to the hosted TradesViz MCP server using browser sign-in; no local MCP server or REST API key is needed. Ask your assistant to summarize recent trades, compare results from retrieved trades, find trades by symbol or tag, or save a review note. Editing and other journal changes require the matching permissions. Connector availability depends on your AI client and workspace settings.
How do API and MCP permissions protect my trading journal?
You select the trading accounts and permissions each API key or MCP connection can use. Start with read access and grant editing or deletion separately when needed. Day notes, day tags and general journal notes require a separate opt-in. You can revoke access from the API/MCP dashboard. These tools manage your journal; they cannot place, change or cancel broker orders. AI responses can contain mistakes, so review proposed changes before approving them.